Quote Roller

What Quote Roller does

Quote Roller, founded in 2011 in South San Francisco, has evolved into a cloud-based document automation SaaS platform now operating as PandaDoc Inc. The platform targets sales teams and adjacent functions (HR, marketing, legal, customer success) with a unified suite covering proposals, contracts, quotes, and eSignatures, extended by add-on modules for CPQ, Deal Rooms, embedded payments, smart content rules, workflow automations, approval workflows, workspaces, tracking and analytics, forms, and online notarization. Underlying technology is a cloud-native, API-first document management platform with drag-and-drop template authoring, rules-based smart content adaptation, and native integrations spanning more than 40 systems across CRM (HubSpot, Salesforce, Pipedrive, Monday.com, Zoho, Copper, Insightly, Nutshell, Zendesk Sell, SugarCRM, Salesmate), payment gateways (Stripe, Square, PayPal, Authorize.net, QuickBooks Payments, FreshBooks), collaboration (Slack, Microsoft Teams), storage (Dropbox, OneDrive), ATS (Greenhouse), and integration platforms (Zapier, Integromat), with a public REST API for custom integrations and embedded editing.

The business model is subscription SaaS with tiered pricing (standard business plans plus an enterprise tier), billed monthly with annual options likely available, and a free trial as the PLG entry point. Distribution combines self-serve web signup with an enterprise field-sales motion, dedicated inside sales for mid-market, native iOS and Android apps, and an API for OEM/embedded deployments, supporting a global customer base that includes Autodesk (enterprise), Nomad, TheKey, Wizehire, Consensus, and Chili Piper. The company is enterprise-grade on security and compliance, holding SOC 2 Type II, HIPAA, GDPR, E-SIGN/UETA, and eIDAS certifications, and is rated #1 by G2 in proposals, eSignature, and contract management, supporting customer outcomes such as 92% reduction in proposal creation time, 46x faster signatures versus DocuSign, and 28% lift in close rates.

Name

Quote Roller

Legal name

PandaDoc Inc.

Website

https://quoteroller.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Quote Roller, now operating as PandaDoc, is a cloud-based document automation platform serving sales, HR, marketing, legal, and customer success teams with proposals, contracts, eSignatures, CPQ, payments, and deal rooms, integrated with 40+ CRM, payment, and productivity tools.

Ownership category

akta.pro rank

Product category

Document Management Software

akta.pro primary industry

Document Workflow, Routing & Approvals (Content-Centric Workflow) (HDAEAGAG)

Keywords

• Document automation software
• Sales proposal software
• Electronic signature platform
• Configure price quote software
• Contract lifecycle management

Headquarters

HQ city

South San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription SaaS: Cloud-based document management subscription with tiered pricing plans for different team sizes and feature requirements

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels14 records

Core offering

Quote Roller sells a cloud-based document automation platform that enables sales teams to create, customize, send, track, e-sign, and collect payment on proposals, quotes, and contracts. The offering bundles document generation, CPQ, deal rooms, eSignature, payments, workflow automation, and native CRM/payment integrations, delivered via web, mobile, and API.

Product overview

PandaDoc is a 360-degree document management platform that provides a unified suite of tools for creating, managing, tracking, and e-signing documents. The core platform includes proposals, eSignatures, contracts, and quotes, while add-on modules like CPQ (Configure, Price, Quote), Deal Rooms, Payments, Forms, and Notary extend functionality for specific workflows. Key features including Document Generation, Smart Content, Workflow Automations, Approval Workflows, Workspaces, and Tracking & Analytics are built into the platform to streamline the entire document lifecycle from creation to signature to payment.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• 92% reduction in proposal creation time
• +8 more outcomes

Named customers6 records

Segments9 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration26 records

Feature8 records

Partnerships

Nine partnerships are on record, tiered core.

• HubSpotcoreTechnology or IntegrationDeep CRM integration with HubSpot allowing bi-directional data sync and seamless quote-to-close workflow automation. Named as 'second to none' by Nomad case study customer.
• SalesforcecoreTechnology or IntegrationNative Salesforce CRM integration for sales workflow automation and quote generation with CPQ capabilities.
• PipedrivecoreTechnology or IntegrationCRM integration with Pipedrive for sales pipeline document management and quote automation.
• StripecoreTechnology or IntegrationPayment gateway integration enabling embedded payment collection within documents and invoices.
• SquarecoreTechnology or IntegrationPayment gateway integration for payment collection within documents.
• PayPalcoreTechnology or IntegrationPayment gateway integration for PayPal payment collection in invoices.
• QuickBookscoreTechnology or IntegrationAccounting software integration for financial reconciliation and invoice management.
• SlackcoreTechnology or IntegrationTeam communication integration for document notifications and approvals within Slack.
• Microsoft TeamscoreTechnology or IntegrationCollaboration platform integration for document workflows within Microsoft Teams.

Scale indicators9 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• DocuSign: Category leader in electronic signatures and agreement management. The subject company explicitly compares itself against DocuSign on its /alternatives/docusign/ page and cites 46x faster signature times vs DocuSign in customer case studies. Direct head-to-head competitor across eSignature, contracts, and adjacent document automation.
• Proposify: Specialized proposal software competitor specifically named on the subject company's /alternatives/proposify/ page. Most directly comparable in the proposal automation category, which is one of the subject company's core product lines.
• Adobe Acrobat Sign (Adobe Sign): Adobe's e-signature and digital agreement offering, bundled into the Adobe Document Cloud suite. Named as a direct competitor on the subject company's /alternatives/ page; overlaps heavily on eSignature, enterprise compliance posture, and document workflow.
• Dropbox Sign (formerly HelloSign): Dropbox-owned e-signature platform targeting SMBs and mid-market. Explicitly listed on the subject company's alternatives page; competes primarily on eSignature with lighter document automation depth.
• airSlate (signNow): Workflow automation platform that owns signNow for e-signatures. Competes across document workflow automation, e-signature, and approval routing with similar SMB-to-enterprise reach.
• Conga: Document generation, e-signature, and contract lifecycle management platform with native Salesforce focus. Directly comparable on document automation, CPQ-adjacent capabilities, and CRM-anchored workflows.
• Concord: Contract management and e-signature platform targeting mid-market and enterprise. Overlaps with the subject company's contracts, e-signature, and approval workflow products.
• Ironclad: Contract lifecycle management (CLM) platform specializing in legal and enterprise contract workflows. Direct overlap with the subject company's contract management product line and CLM-adjacent capabilities.
• Formstack Sign (formerly Jotform Sign): Form-centric e-signature and document workflow platform. Overlaps with the subject company's Forms, eSignature, and document generation products, particularly in the SMB and form-heavy use cases.

Emerging players

• GetAccept: Sales-document platform combining proposals, e-signature, and deal-room-style engagement tracking. Strongest direct overlap with the subject company's proposal-plus-tracking value proposition, though smaller scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks4 records

Key highlights7 records

Customer concentration

• Xx.com/quoteroller
• YouTubeyoutube.com/user/thePandaDoc
• Facebookfacebook.com/quoteroller
• LinkedInlinkedin.com/company/quote-roller
• Instagraminstagram.com/pandadochq

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

Investors3 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quote Roller