Quotient

4.8 (122)
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Online Quoting and Proposal Software

Overall rating

4.8 /5
(122)
Value for Money
4.6/5
Features
4.4/5
Ease of Use
4.8/5
Customer Support
4.8/5

97%
recommended this app
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122 Reviews

Nate
Nate
Overall rating
  • Industry: Graphic Design
  • Company size: 2–10 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

This is a great piece of software

Reviewed on 2020/01/17

Positive to say the least. It has helped me grow my business from basic design to full branding...

Positive to say the least. It has helped me grow my business from basic design to full branding projects of five figures.

Pros

An integral piece of software in my tech stack for job management. Quotient feeds seamlessly into Xero matching quote numbers, job numbers and invoice numbers and making client management (at least in this area!) completely painless.

Without a doubt one of the best investments I have made in my business.

Cons

Not too many - the team is very responsive to issues and feedback. There may be some more integrations that could be done but honestly it's not a bad thing to keep quoting separate. In my experience it's better to have 4 pieces of software that are really, really good at what they do rather than have 1 piece that is really ordinary at 4 things.

Quotient is really, really, really good.

Alternatives Considered

ePRO Print MIS and Streamline

Reasons for Switching to Quotient

As I said above it suited my needs and focussed on being really, really good at one thing - quoting quickly and efficiently.
Lazarus
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Awesome customer service

Reviewed on 2020/07/15

What I like the most is that I am able to show reviews from customers on my new quotes that I send...

What I like the most is that I am able to show reviews from customers on my new quotes that I send out. I am also able to use a template. this serves me a great deal of time

Pros

I started using Quotient just when Covid-19 and lockdown started. I reached out to the Quotient team and asked for an extension of the trial period and they agreed to grant me access until the end of June. This allowed me to save a little on cost and gave me enough time to try the product. They are quick to jump in and help when I have queries or if I struggled with the system.

Cons

The only thing I wish for is that it be able to generate repeating invoices on a monthly basis directly from Quotient into Xero.

Danny
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Very limited, extremely basic quoting program without many features others have had for 15...

Reviewed on 2019/02/26

Service people are nice and responsive. But this product should not be a released product for...

Service people are nice and responsive. But this product should not be a released product for reason cited above. They say they will put the product improvement idea "read a last name merge field"???? in as a suggested feature for some future release, but if they have made any improvements to their product over the last 2 years I have not seen it. I am currently looking for a new program. Don't spend your time or money until they

Pros

the customer support responds quickly, but often with the answer, we can't do that.

Cons

It does not have many of the most basic features: Like a last name merge field. REALLY????? Very limited on how you can format your quotes, fonts, and color of everything. Putting in hyperlinking is limited and many of the things you can do, you have to do with code. Again really??? You have to enter code to change the color of a font? What is this the early 80s?

Kevin
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great product, very well designed

Reviewed on 2024/05/08

Pros

Easy to use, very good value for money. I use it for 3 different businesses. Excellent support when needed.

Cons

Export function limited, need more export options and API functions to import data form our specific double glazing quoting system SQL.

KAMESH
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

ALL ROUNDER QUOTING SOFTWARE

Reviewed on 2024/06/27

Pros

EVERYTHING! ITS AN ALL ROUNDER QUOTING SYSTEM - WE LOVE IT.

Cons

IT WOULD BE GREAT IF I COULD SETUP DISOUNT PER ITEM.

Peter
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

This Platform is a secret weapon

Reviewed on 2024/05/17

Simply the best! Doubled our sales and made out quotes the most viewed

Simply the best! Doubled our sales and made out quotes the most viewed

Pros

East at setting Up.
Sets your quote out in front of the others
Interactive quote customers can ask questions on the platform
Know when clients look at your price and how many times
Seding follow ups till the sale is closed

Cons

I did not have it sooner!!
Would like to change fonts and highlight text

Krunal
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Quotient Business Solutions

Reviewed on 2024/08/29

Pros

Quotient's system is simple to use and offers it's users easy to use templates which integrates well into other platforms for maximum efficiency.

Cons

Quotient should create a better reporting system to compare sales and change reports. Also, it can be costly for new companies going through a transition. They may question if it's worth it or not incorporating within their organization.

Lachlan
Overall rating
  • Industry: Graphic Design
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Well worth it

Reviewed on 2024/08/27

Pros

Easy, does everything it should and well. Easy to give options and make templates.

Cons

Some contacts dont sync but I could be the problem..

Tom
Tom
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Next level Quoting

Reviewed on 2018/09/12

We choose to use Quotient for quotes over our job management and accounting package as we believe...

We choose to use Quotient for quotes over our job management and accounting package as we believe the additional functionality provides major benefits to our customers and increases our sales.
Price is extremly good value for money.
I would recommend this to any business.

Pros

Extremely easy to use
Multiple choice items is a great opportunity to give your customer the good, better, best options that most sales trainers recommend
Optional items is another way of ensuring your customer has all applicable options and increasing the total job's value.

Cons

As we often deliver quotes to customers via iPads i would love to be able to have them sign for it on the spot.

Will
Will
Overall rating
  • Industry: Marketing & Advertising
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Quotient Rocks and nothing else comes close. End of story.

Reviewed on 2015/08/10

We use Quotient for engaging our clients with feature-rich quotes. Our customers can engage us via...

We use Quotient for engaging our clients with feature-rich quotes. Our customers can engage us via Quotient by making comments, selecting or deselecting tasks that they want or don't want included in their quote. We can even upload pictures and documents. Even great systems like Xero (with their own Quote system) can't do what Quotient does. It's the reason we stuck with Quotient -- they do one thing amazingly well. Their customer support is incredible too. If you want the best quoting system, and to see more clients approve your quotes, sign up with Quotient today! It's super-intuitive to use. You'll be up and running in minutes. Seriously.

Pros

Really easy and intuitive system. Get started and master the system in minutes.
Really powerful, easy-to-use features that help you lift your game.
This system makes you look good!
Great cost for what you get. It's a no-brainer.
Beautiful user interface -- we actually enjoy using Quotient. How many apps can you say that about?

Cons

They're just too nice. Seriously, no cons that I can think of.

David
Overall rating
  • Industry: Computer Networking
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Quotient online quoting system has helped to increase our bank balance!

Reviewed on 2016/12/06

I recently started using the Quotient online quoting system after I was introduced to it by my...

I recently started using the Quotient online quoting system after I was introduced to it by my brother. I immediately started using it. The very first quote I did was accepted and I was so excited!

I have used it ever since and the more I use it the more I love it. In my business, we service and support small to medium sized business for all the IT needs and these days you have to be very quick and on the ball with quoting.

The Quotient online systems make this very easy and extremely convenient since you have all your quotes in one place, you can also create templates from your quotes as often you like. We will be quoting different customers on the same solutions. Also the fact that you can very easily show the spend split on a quote between once off charges and monthly re-accruing charges is just perfect for our quotes.

The other nice features are the ability for the customer to be able to view the quote online, which means that the customer will essentially be able to view the quote on any device, like a mobile phone or tablet and not just his PC/Laptop, so there and then the customer is able to make a decision and accept the quote online as well, after which we immediately get notified.
This in its self also allows for a much quicker turn around time for us in terms of the admin side of the process since we are then able to immediately issue invoices and collect any payments or deposits due, before starting any new project for a client. In the long term, this assists us great in managing our cash flows, especially on large projects.

There are many other useful features, like the ability to put in the cost prices on quoted items and set a default markup percentage, which can the be adjusted per line item on the fly if required. Same stock items from different templates will also link up in database style list so that you are able to simply type in a stock code and if it has been used before it will come up. However, I do feel that the ability to be able to import a list of stock items with the required fields is a feature that is not yet available and I am hoping that the developers will take this into consideration eventually and implement this type of functionality.

All in all a GREAT find in terms of a "cloud-based" quoting system and ideal for any company that is on a cloud migration strategy to move as many daily business functions into the cloud space.

Pros

Ease of use, quick and easy.

Cons

A little expensive for more than 1 user.

Response from Quotient

Hi David,

Thanks so much for your amazing review. You've really made our day! :)

Just to let you know that imports (for your stock items) has been released just this week! More info here in Help & Support: https://support.quotientapp.com/hc/en-us/articles/204220534

Feel free to contact us if you have any questions about this.

Cheers
Nathan

Justin
Overall rating
  • Industry: Retail
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Quotient. Just. Works.

Reviewed on 2017/03/31

I have been a user of Quotient since October of 2015. From day one I have found this to be a...

I have been a user of Quotient since October of 2015. From day one I have found this to be a fantastic tool. I feel strongly that tools should make me more productive and allow me to produce better quality work. Quotient checks all the boxes. Quotes are an everyday part of my work, I have used documents, spreadsheets, database tools, all of them leave something to be desired. With Quotient I can generate an attractive quote in minutes (sometimes seconds!) I can see if the client opened it, follow up if I need to, and all the while the tool is tracking my successes and failures. If only I could get the rest of my business software to be this easy. I love simple! Simple is Hard! Thank you to the Quotient team to making one aspect of my business simple.

Pros

It's simplicity, it does what it supposed.

Cons

I haven't found any, cons are based on expectations not being met, I wanted a tool to help me efficiently prepare and deliver quotes. It does that beautifully. No cons here.

Conor
Overall rating
  • Industry: Internet
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The single most valuable tool for my business.

Reviewed on 2017/03/06

I run a small digital agency in Ireland. We provide quotes for website and digital services to new...

I run a small digital agency in Ireland. We provide quotes for website and digital services to new clients. Quotient has allowed me and my business to appear really professional to business customers. As we do more quotes- quotient learns our most used products and packages and creating quotes becomes faster and more efficient the more we use this tool.

Hand on heart - this is the simplest, most effective on line software for quoting. (Oh, and it connects with my accounts - xero. Although I don't really use that function. But that's my problem - I will soon!)

Pros

Fast, easy, great value!

Cons

Errmmm. Will let you know If I find one.

Verified Reviewer
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great app

Reviewed on 2018/03/06

Pros

Quotient has streamlined my quoting and made life easier, it looks good and professional – my customers seem to find it easy to navigate and has helped my closing rate

Cons

Sometimes customers don’t realise that they have to access the quote via a link in the body of the email, instead of in an attachment, but most people work it out quickly

Harry
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Quotient rocks!

Reviewed on 2016/08/03

We looked at a range of different quoting tools, our considerations where - Ease of Use, Integration...

We looked at a range of different quoting tools, our considerations where - Ease of Use, Integrations and customer experience.

Quotient ticked the boxes with all of these. We hooked it up to Xero and pulled through our product sets. Created template quotes and styles to match our brand. We've even A/B tested our accept quote button!

The automation of quote -> xero makes things a breeze and our sales team can get quotes out to customers in minutes rather than hours.

Pros

Price
Functionality
Styles
Integration

Cons

Needs more integrations!
Slack integration "Quote accepted hoorah!"
More CRMs - Pipedrive !!
Recurring product support in xero would be awesome as well

Daniel
Overall rating
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I've been looking everywhere for a software platform like this. Amazing.

Reviewed on 2017/05/02

Tracking emails and quotes. See who have opened them. Ability to modify the quote with easy and...

Tracking emails and quotes. See who have opened them. Ability to modify the quote with easy and attach pictures predone to save time. Everything is amazing.

Pros

Love I can track from anywhere, anytime. I can send a large amount of follow ups which are pre-written to save time. Attach pictures of examples so my clients have previews of our products.

Cons

Nothing. Everything works exactly how I want it. The only thing I can think of that would be a great feature is online chat with the quote. As I think it could allows me to confirm quotes in real time.

Matthew
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

The Competitive Advantage.

Reviewed on 2015/08/24

I love Quotient. I knock out estimates faster than I ever have and our acceptance rate has jumped...

I love Quotient. I knock out estimates faster than I ever have and our acceptance rate has jumped to over 90%!!! The ability to add images and PDFs to items on the estimates allows my quotes to include enough information for the customer to make a decision without calling me multiple times with questions. Hyperlinks become clickable in the estimate, so my clients can get even more information if they need it. Having the quote calculate my profitability makes calculating discounts much easier and is adding years to the life of my calculator. The biggest advantage of using Quotient, however, is the ability to mark quote items are required, recommended, or optional. This is, what I believe, the feature that has increased our close ratio the most. We no longer scare clients off with big estimates, but we allow them to add on the features that matter most to them to increase the estimate to match their budget.

Support has also been great, quick and with relevant information.

Of course, nobody can be completely satisfied. Here is what I still want at some point in the future:
Freshbooks Integration.
Multiple choice item that allows client to choose only one item.
Agile CRM Integration.
Ability to add all contact details at creation of estimate.

Thanks again guys!

Bruce
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

So Intuitive It Was Adopted Faster Than Any Other New Software We've Used!

Reviewed on 2017/01/17

I was expecting a big fight, as almost always happens when we try to introduce something new to...

I was expecting a big fight, as almost always happens when we try to introduce something new to replace an existing software that everyone already knows how to use. (Even if they hate it, they are loathe to leave it.) This was so easy, training took all of 5 minutes and everyone started using it right away...and loving it.

It seems like whenever we 'wished that it did something' that we want, we just take a look at it again and realize that it already does it.

I don't know how they manage to meet all our needs and still make it so simple to learn and use.

Pros

Easy, fast and complete

Cons

I suppose it could be easier to search for text items inside a quote...

Mitch
Overall rating
  • Industry: Security & Investigations
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Impressed, great system.

Reviewed on 2017/04/07

I have found a profound increase in sales since adopting this software for quotes. It has streamline...

I have found a profound increase in sales since adopting this software for quotes. It has streamlined the process and with reuse or change quote to template, it saves allot of time. When I had a question or issue, responses were quick and accurate. I highly recommend this software. Being cloud based it also makes it easy to work from multiple locations and change a quote in front of a customer and they have the copy for approval in seconds. I look forward to more updates and features in the future.
Thanks for simplifying my ability to provide quick quotes to my customers.

Mitch

Pros

Ease of use, Template power and ability to create templates on the fly. Customer acceptance of quotes greater than 60%, far higher than before I used this system

Cons

I would like the ability to have a downloaded copy of my data in the event of data loss

Svava
Overall rating
  • Industry: Entertainment
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Quotient is Awesome

Reviewed on 2017/03/21

I love this app. Of all the software that we've switched to in the last few years - & that's a lot...

I love this app. Of all the software that we've switched to in the last few years - & that's a lot - Quotient is the friendliest & has had the most impact on our business. It's a joy.

Pros

Everything

Cons

Ummmm ....

Brian
Overall rating
  • Industry: Hospitality
  • Company size: 2–10 Employees
  • Used Weekly for Free Trial
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Probably great (once you get the hang of it)

Reviewed on 2019/04/24

I tested out the free trial, but did not move forward. Our need wasn't big enough to justify the...

I tested out the free trial, but did not move forward. Our need wasn't big enough to justify the effort needed to perfect our quotes and proposals (I can see easily how it would be powerful for someone using proposals all the time).

Pros

There are tons of features, and all in a modular set-up. Meaning you create modular pieces of proposals and contracts that can then be applied in different ways to different items. This allows of lot of flexibility and reduces redundant effort.

Cons

The downside of such a modular set up is that the learning curve is high, and things aren't very intuitive. I think you can get to an end point where the software works really well for you, but it takes some patience and effort to get there.

Neil
Overall rating
  • Company size: 2–10 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Quotient Experience

Reviewed on 2016/08/01

I started using Quotient as a start up business and found the system very intuitive and easy to...

I started using Quotient as a start up business and found the system very intuitive and easy to use. What's more, is that quotient gave me the edge over competitors who were not using an online system to generate quotes. My quotes came through to clients looking professional, gave me an efficient way to track sales and communicate with clients after the quote had been sent out. Customer support are amazing and were able to answer any questions with ease, responded very efficiently and were always very friendly.

Pros

Easy to use and intuitive

Cons

On occasion, quotes were misplaced due to overly aggressive spam filters.

Andy
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

What a time saver!

Reviewed on 2017/02/23

We've really adopted Quotient quickly and have used the templates function to quickly build quotes,...

We've really adopted Quotient quickly and have used the templates function to quickly build quotes, include blocks of standard text, that display like mini-proposals.

Three of us have been using it during the past couple of weeks and have quickly got to grips with it. We are now really confident in rolling out to our team, confident that they will produce consistently high-quality quotes. We know they are going to love it.

We have used the support function to ask advice and the response was quick and helpful.

Josh
Overall rating
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Why No Predictive Search

Reviewed on 2016/09/15

The program is great and very easy, but if you have many products/items then the predective search...

The program is great and very easy, but if you have many products/items then the predective search is only work on the first word.

EXample - if you have an item call "Kitchen Yellow Cup" , assuming you remember that you need a cup, you then type C but your CUP will not show up, The search results only will show the first word.

Pros

easy to use,

Cons

predictive search, not has a native app (only via mobile browser)

Response from Quotient

Hi Josh, thanks for the review!

Just to clarify, with the predictive search you can search by any word (not just the first) when looking up Items.

See more detail here: https://www.quotientapp.com/help/item-lookups-for-use-in-your-quotes

Let us know if you have any more questions around this.

Michael
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Quotient - Awesome program!

Reviewed on 2017/01/05

Could not be happier with this program. Five stars in everything,
ease-of-use, functionality and...

Could not be happier with this program. Five stars in everything,
ease-of-use, functionality and great value for the price.

Pros

Easy to use, priced right.

Cons

Wish it grabbed addresses from my contact manager software