Create polished, professional proposals in minutes.

You can find more information here.

How this Quote Roller + TrueMail integration works

• 1. Add new record to a Quote Roller account
• 2. Zapier sends the email to be verified with TrueMail
• 3. Zapier updates the existing Quote Roller record with TrueMail result code in a custom field

Apps involved

• • Quote Roller
• • TrueMail

Quote Roller Triggers

• New Category.

  Triggers on a new category

• New Proposal Comment.

  Triggers when a new comment is added to a proposal.

• New Product.

  Triggers on a new product

• New Service.

  Triggers whenever a new service is added to your catalog

• New Company.

  Triggers when a new company is added!

• New Tax.

  Triggers when a new tax is added!

• New Note.

  Triggers when a new note is added to a proposal

• New Contact.

  Triggers whenever you add a new contact!

• New User.

  Triggers when a new quoteroller user is added to the authorized account

• New Template.

  Triggers when a new template is created!

• New Proposal.

  Triggers when a new proposal is created!

• New Subscription.

  Triggers when a new subscription is created

• Create Note.

  Creates a new note on a proposal

• Create Company.

  Create a company that can be used for proposals

• Create Contact.

  Creates a contact

• Create Product.

  Create a product that can be used in proposals.

• Create Proposal.

  Creates a new proposal!