Compare Quote Roller vs Flow XO vs DocSend

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Crozscore:

85%
what is this?
83%
41%
interest falling

Crozscore:

80%
what is this?
44%
interest rising

Crozscore:

88%
what is this?
93%
48%
interest falling
Quote Roller screenshot view 1 more Flow XO screenshot view 3 more DocSend screenshot view 3 more

Software Description:

Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow

with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.

Software Description:

Flow XO is a platform that allows users with no technical experience to build sales and marketing workflows on top of their existing cloud applications.
Each supported service is built as a module which is called by the Flow XO core. A service is split into separate methods, and each method is either a trigger (looks for new records, or receives new records via a webhook) or an action (creates, updates or deletes records).
It builds workflows quickly and easily,with simple workflow designer, even for novice users.

Software Description:

DocSend supercharges your sales and marketing collateral by telling you what happens after you hit send. Rather than send your critical business documents off into an abyss by attaching them in an email, send them with DocSend. Track, optimize, and control the sales and marketing collateral you present and send.

Shorten your sales cycle by knowing when and who is engaging with your sales and marketing collateral. Optimize your sales and marketing collateral by understanding which pages engage your leads and contacts most. Live present your presentations and walk someone through your pitch live over the phone.

Features:

Features:

Features:

Summary:

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

Summary:

  • Marketing: Drip marketing campaigns; Lead management; Post event follow up.

  • Onboarding: Claims handling; Order processing & approval; Welcome emails.

  • Renewals & Retention: Annual renewals; Collecting feedback; Handling cancellations.

  • Upselling: Upgrade offers; Customer reviews; Identifying cross-selling opportunities.

Summary:

  • Live Present

Pricing:

  • Credit card required: N/A
  • Free: 2 workflows; 100 tasks; 5 minute triggers
    Micro: $19 per month; 5 workflows; 5,000 tasks; 5 minute triggers.
    Plus: $49 per month; 10 workflows; 15,000 tasks; 1 minute triggers.
    Pro: $99 per month; 20 workflows; 45,000 tasks; 1 minute triggers.

FAQs:

    No FAQs associated with this application.

FAQs:

    What is this service generally used for?
  • It is used to build automated sales & marketing workflows.

  • What platforms does this service support?
  • Flow XO is a cloud-based service.

  • What are some applications this service is commonly used in tandem with?
  • It is used in tandem with Google apps and various CRM and email marketing platforms.

  • Does this service integrate with any other apps?
  • Flow XO integrates with: Google apps, Campaign Monitor, Mailchimp, Pipedrive, FreshBooks, Trello, Slack, Twilio etc.

  • Does this service offer an API?
  • It offers an API.

  • Does this service offer guides, tutorials and or customer support?
  • They offer knowledge base and live chat.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
South San Francisco
Employees:
-
Likes:
1.01k
Followers:
3.25k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
2013
Based in:
San Francisco
Employees:
11-50
Likes:
590
Followers:
1.68k

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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