Compare Quote Roller vs Cliently vs Legalesign

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Crozscore:

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

Crozscore:

69%
what is this?
30%
no significant changes

Crozscore:

72%
what is this?
31%
interest falling
Quote Roller screenshot view 1 more Cliently screenshot view 3 more Legalesign 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:

Cliently is a lead generation and sales automation tool:

  • find leads from a curated database of over 150 million business people and decision makers;
  • monitor your prospects' business critical events on social media;
  • use our hyper-personalized workflows to send video messages, physical postcards, emails, and tweets to prospects.

Software Description:

Legalesign is an online e-signature and contract management platform that offers an end-to-end online document signing experience. Your customers complete and sign your documents immediately online from anywhere and on any device, and the platform handles workflows that range from simple signing to complex transactions. Sophisticated tracking features enable you to monitor (and follow-up) each stage of the process, and you can adapt your settings to reflect your internal processes and workflows as well as customise the signer-interface with your text and branding.

Whether you need a form embedded in your website, a seamless e-signature API integration, and/or if you want to track your contracts through their multi-signer journey, Legalesign is the preferred solution for IT professionals and businesses seeking a strong e-signature partner that will deliver value now and in the longer term.

Save money, save time and improve the signing experience. Learn more from Legalesign's peerless customer service, and let them get you set up with the best electronic signature solution for your business.

Legalesign offers the EU Advanced Electronic Signature as set out by EU eIDAS regulation 910/2014.

Features:

Features:

  • Social-Media Integration
  • Scheduling
  • Dashboard
  • Calendar Management
  • Google Apps Integration
  • Lead Management
  • Marketing Automation
  • Email Integration
  • External Integrations
  • Data Export
  • Contact Management
  • Data Import

Features:

  • Data Export
  • API
  • 2-Factor Authentication
  • External Integrations
  • Calendar Management
  • Multi-User
  • Notifications
  • Contact Management
  • File Sharing
  • File Transfer
  • Dashboard
  • Scheduling
  • Timesheets
  • Data Import
  • Employee Onboarding
  • Data Visualization
  • Third-Party Plugins/Add-Ons
  • Project Management
  • Customer Management
  • Supplier Management
  • Lead Management
  • Password & Access Management

Summary:

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

Summary:

  • Find your next client from over 150 million key professionals worldwide.

  • Engage your prospects with automated sales workflows: emails, video messages, even physical gifts.

  • Monitor your top prospects' business critical events, and pitch to them at the right time.

Summary:

  • Feature rich and user friendly, Legalesign is a versatile electronic signature platform.

  • Documents can be signed online via email, via an embedded page on a customers website or via an API integraton

  • API documentation is comprehensive and support is exceptional.

  • Real time tracking allows user to know in real time who is signing which document.

  • Document management allows auto reminders to be scheduled to chase unsigned docs.

  • All events in connection with a document are logged and timestamped.

Cliently Leads

$79.00
1 user(s) / month
Included in plan:
  • 100 Premium Leads or Postcards
  • Send Unlimited Emails
  • Send Unlimited Video Messages
  • Create Unlimited Flows
  • Import/Export Lead Lists
  • Built-in CRM functionality

Cliently Teams

$279.00
5 user(s) / month
Included in plan:
  • 400 Premium Leads or Postcards
  • Send Unlimited Emails
  • Send Unlimited Video Messages
  • Import/Export Lead Lists
  • Built-in CRM functionality

Pro

$25.00
1 user(s) / month
Included in plan:
  • Branding
  • Send 25 Documents per month
  • 10 templates

Essential

$15.00
1 user(s) / month
Included in plan:
  • Send 10 Documents per month
  • 2 templates

Business

$40.00
1 user(s) / month
Included in plan:
  • Send Unlimited documents (fair usage)
  • Unlimited Templates
  • Branding
  • Real time tracking

Custom


Priced on a per Document basis

FAQs:

    No FAQs associated with this application.

FAQs:

    What is this service generally used for?
  • We found that our most successful customers use Cliently for:

    • daily lead generation;
    • lead enrichment: especially as we combine traditional B2B data sources with data from social media;
    • sales automation: scheduling emails, sending video messages embedded in emails, even sending postcards to prospects - all while being able to set waiting times in between touchpoints, start/stop rules, and getting tracking information (email open, email read, etc.).
    • sales-as-a-service: especially for entrepreneurs who do not want to rapidly scale their sales team, we've leveraged our team of sales experts and cold called, qualified prospects, and written emails and call scripts on our customers' behalf.
  • What platforms does this service support?
  • Cliently is a web app, meaning it can be easily accessed straight from your browser. It's also designed responsively, so you can use it just as well from your mobile device's browser.

  • What are some applications this service is commonly used in tandem with?
  • Cliently integrates with:
    * Twitter: you can follow/unfollow/retweet prospects directly from the app;
    * Gmail: from where your emails will be sent;
    * Other Email applications;
    * Salesforce: for customers who want to leverage our curated B2B database while also continuing to use Salesforce CRM and other applications;
    * Other CRMsl
    * Scheduling apps like Calendly;

  • Who are the main user groups of this service?
  • We help small-to-midsize enterprises who are looking for a scalable end-to-end sales solution that can help them directly grow their businesses.

    We've worked with:
    * professional firms looking to find new clients;
    * marketing agencies looking to create a targeted B2B funnel;
    * entrepreneurs who needed a sales-as-a-service external team;
    * enterprises looking to offer their teams a complete tool (lead generation, lead enrichment, CRM, and sales automation) without sacrificing on functionality, reporting capabilities, or flexibility.

FAQs:

    What platforms does this service support?
    1. No download necessary.
    2. Mobile friendly.
    3. Works across platforms.
  • Does this service offer an API?
  • Yes. API integration has been made as easy as possible and comprehensive documentation is available. Tech support is available to assist.

  • Does this service integrate with any other apps?
  • Yes.
    API integrations possible with very comprehensive documentation available.
    Or use our Zapier integration to plug in our e signatures.

  • Who are the main user groups of this service?
  • Companies of all sizes and sectors.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. Multiple users and teams are supported. This allows separate and discrete user groups across a corporation on the same account and is also useful for staged roll out in larger firms.

  • What are some applications this service is commonly used in tandem with?
  • Customer Onboarding.
    CRM software.
    Fintech.
    Compliance Signing.
    Legal Drafting.
    Account signing.
    Event Registration.

  • Does this service offer guides, tutorials and or customer support?
  • Yes. Customer support is live and immediate with our team always at the end of the phone. 1 to 1 Webinars to assist document set up and walk trough the site are available.
    How to tutorials and videos are available.

  • What is this service generally used for?
    1. Contracts to be signed online.
    2. Waivers to be signed online.
    3. Accounts to be signed online.
    4. Timesheets to be signed online.
    5. Internal compliance to be signed online.

Publisher:

Founded:
-
Based in:
South San Francisco
Employees:
-
Likes:
Followers:

Publisher:

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

Publisher:

Founded:
-
Based in:
Cambridge
Employees:
11-50
Likes:
88
Followers:
548

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Cliently
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Legalesign
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
English
Regional Restrictions:
USA and EU
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