Quotient
About Quotient
Quotient´s online quote creation and management application enables you to create quotes in a few simple steps. Features such as auto-completion, image and file attachments and template saving make the quote creation process more efficient. Quotes will be archived in the system and can be searched using keywords. Your customers can accept quotes by checking a legally binding acceptance checkbox with a followup confirmation email.
You can track and follow up on quotes using Quotient. The app lets you see how many times a quote has been viewed and when it was last viewed. You can set expiry dates on your quotes so that unaccepted quoted are archived and recently sent quotes can be followed up on. You can also add comments and notes to quotes, and apply discounts and up-selling options. Quotient integrates with Xero and QuickBooks Online so that you can create an invoice automatically from accepted quotes.
Key benefits of Quotient
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Reviews
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- Industry: Graphic Design
- Company size: 2–10 Employees
- Used Weekly for 2+ years
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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.
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.- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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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.
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 2+ years
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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?
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
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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.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 2+ years
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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.
Quotient FAQs
Below are some frequently asked questions for Quotient.Q. What type of pricing plans does Quotient offer?
Quotient offers the following pricing plans:
- Starting from: US$28.00/month
- Pricing model: Subscription
- Free Trial: Available
One Man Band: $28 USD per month for 1 team member. Business Time: $48 USD per month for 2-5 team members. Additional team members are $8 USD each per month. Both plans include: unlimited number of quotes and unlimited support. With two or more accounts you will receive a 20% discount across all your accounts.
Q. Who are the typical users of Quotient?
Quotient has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500
Q. What languages does Quotient support?
Quotient supports the following languages:
English
Q. Does Quotient support mobile devices?
Quotient supports the following devices:
Q. What other apps does Quotient integrate with?
Quotient integrates with the following applications:
Capsule, Highrise, Insightly, Mailchimp, QuickBooks Online, Xero, Zapier
Q. What level of support does Quotient offer?
Quotient offers the following support options:
Email/Help Desk, Knowledge Base, Chat
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