Compare Quote Roller vs. handify

Introducing a comprehensive software solution for proposals, contracts, and quoting that streamlines your sales process. Our innovative online quoting system serves as the ultimate tool for automating documents, enhancing your CRM capabilities, and equipping you with everything necessary to convert leads into loyal customers. There's no need to juggle between various applications such as word processors, CPQ tools, eSignature solutions, and follow-up emails anymore. With Quote Roller, you can effortlessly generate sales documents, utilize dynamic quoting features, obtain electronic signatures, and refine your sales operations simultaneously. Experience a remarkable 35% increase in your team's productivity. By removing repetitive tasks associated with sales quotes and replacing outdated PDF proposals, Quote Roller enables your representatives to finalize deals more swiftly. You can save valuable time—at least one hour per document and several hours on each deal. The automated manager review system streamlines the approval process, while locked content ensures compliance with marketing, accounting, and legal standards. Now, you can rely on consistent and professional sales quotes and business proposals without fail, ensuring a seamless experience for both your team and clients.

Handify serves as a specialized Technical Sales Operating System tailored for businesses involved in the sale of ingredients, raw materials, specialty chemicals, and flavors and fragrances, where the product itself is the key driver of sales. This innovative platform consolidates the traditional reliance on generic CRM systems, shared folders, spreadsheets, and email into a single, cohesive solution. It features a customizable technical catalog with versatile product attributes that function as search filters, as well as comprehensive technical documentation—such as TDS, SDS, and certificates—that can be updated universally in real-time. In addition, Handify offers Bundles, which are curated collections of products, documents, and quotes that can be shared with clients in a matter of minutes, ensuring they are always up to date. The system further streamlines quoting processes with approval workflows, manages sample requests, and oversees leads, accounts, and pipelines efficiently. Moreover, the AR Helper component ensures that sales and finance teams remain synchronized regarding outstanding invoices, overdue payments, and credit holds. With built-in AI capabilities, Handify enhances operations by enabling data extraction from technical PDFs, delivering product recommendations, conducting account analyses, and generating insightful narrative sales reports that help drive informed decision-making. This comprehensive approach not only optimizes sales processes but also significantly improves overall operational efficiency.