Compare Quote Roller vs Legalesign vs QuoteWerks

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QuoteWerks

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Quote Roller screenshot view 1 more Legalesign screenshot view 3 more QuoteWerks screenshot view 4 more

About Quote Roller

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.

About Legalesign

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.

About QuoteWerks

QuoteWerks is a non-industry specific quoting and proposal application enabling companies of all sizes to quickly and efficiently create detailed, professional quotes and proposals.

Our seamless integrations to the most popular CRMs (such as ACT!, Autotask, ConnectWise, salesforce.com, MS CRM, Outlook and more), complete integrations to QuickBooks and Sage 50, and our IT Distributor links (including Tech Data, Ingram Micro, Synnex, D&H, Comstor, Scansource and more) provides our users with a stable and dynamic solution to streamline their sales process.

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Data Export
  • Data Import
  • Document Comparison
  • External Integrations
  • File Sharing
  • File Transfer
  • Multi-User
  • Notifications
  • Scheduling
  • Electronic Signature
  • Sales Motivator

Features

  • API
  • Audience Targeting
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Data Export
  • Data Import
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Supplier Management
  • Pricing
  • Sales Motivator
  • Order management

Summary

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

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.

Summary

  • Create professional sales quotes and proposals in minutes

  • Integrate with current systems to ensure accurate forecasts

  • Streamline your sales process

  • Track customer interactions on each sales document

  • Review progress through dashboard

  • Order directly through IT Distributors

  • Affordable solution for any size business in any industry

Pricing

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

Pricing

Standard Edition

$20.00
1 user(s) / month
Included in plan:
  • Base package
  • Includes most links to CRMs

Professional Edition

$27.00
1 user(s) / month
Included in plan:
  • Includes features of Standard Edition and also Accounting Integrations
  • Includes Dashboard

Corporate Edition

$40.00
1 user(s) / month
Included in plan:
  • Includes all features of Standard and Professional
  • Includes advanced integrations (Autotask, ConnectWise, MS Dynamics)

FAQs

    No FAQs associated with this application.

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.

FAQs

    Does this service integrate with any other apps?
  • Yes, QuoteWerks integrates with over 12 different CRM and PSA applications (such as salesforce.com, Autotask, ConnectWise, MS Dynamics, Outlook, Google Contacts, SugarCRM, ACT!) as well as QuickBooks and Sage 50.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, QuoteWerks is available for single or multiple users.

  • Does this service offer an API?
  • Yes, the API is offered free of charge.

  • Who are the main user groups of this service?
  • Any company or individual looking to create line-item based professional quotes or proposals.

  • What are some applications this service is commonly used in tandem with?
  • QuoteWerks is commonly used in conjunction with the most powerful CRM and PSA systems including salesforce.com, Autotask, ConnectWise, ACT!, Outlook, Google Contacts, QuickBooks, Sage 50 and much more.

  • What is this service generally used for?
  • QuoteWerks is used to automate the creation and delivery of sales quotes and proposals to clients.

  • What platforms does this service support?
  • This program operates on a Windows platform.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, QuoteWerks includes a free help file, videos, support forum, and phone and email support are also available.

Vendor Information

Founded:
-
Based in:
South San Francisco
Employees:
-
Likes:
Followers:
3.12k

Vendor Information

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

Vendor Information

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

Other

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

Other

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