Quotient Pricing, Features, Reviews & Comparison of Alternatives

Quotient

Online Quoting and Proposal Software

4.78/5 (97 reviews)

Quotient overview

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.
www.quotientapp.com

Pricing

Starting from
$25/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Europe, United Kingdom

Supported languages

English
Quotient screenshot: Present your business in the best lightQuotient IntroductionQuotient screenshot: Keep track of questions and answers directly in your quoteQuotient screenshot: Customers can click to accept, any time on any deviceQuotient screenshot: Create slick looking quotes in one easy stepQuotient screenshot: Templates and items save timeQuotient screenshot: Is it still hot?Quotient screenshot: Your dashboard is the heartbeat of your businessQuotient screenshot: Organise and search all your quotes in one placeQuotient screenshot: Use Quotient anywhere, on any device

Quotient reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.4
  4.8
  4.8
Jean-Pierre Human

Made my life better - who would have thought

Used daily for 6-12 months
Reviewed 2019-03-28
Review Source: Capterra

I hated doing quotes with a passion before Quotient, we used an Excel template and saved quotes in folders under client names. Our quotes were bland and boring it took ages to get basic quotes out and literally hours to do more complex quotes. Trying to keep track of when a client accepted a quote was a nightmare. We tried a few different quoting systems over the course of a few months and nothing compared to Quotient. Besides what I mention above, which is minor, it is arguably the best business app I have used. There are very few systems which have made such a significant difference to my day-to-day life. I would not have believed, before implementing Quotient, that changing a company's method of quoting would have a positive, instantly noticeable impact on sales and customer satisfaction. I honestly enjoy doing quotes now and probably do 3 times more than I normally would as it is so quick and easy. It has also streamlined our internal processes, as all quotes and accepted quotes are easily viewed and managed in a neat dashboard. All I can say is just try it you will not be disappointed.The software is simple to use and intuitive - it requires the absolute minimal amount of clicks, making it fast to churn out quotes. The software's interface is fun to use and aesthetically pleasing. Quotient has features I would never have thought to use on a quote. These features seemed like frills but when used make a huge difference to quotes and how clients interact with them. The ability to add pictures to line items, have optional items, multiple choice items, recurring billing items and editable quantities - all on a single concise interactive quote - is amazing. My clients love interacting with quotes, choosing what they want and changing quantities. This saves me the hassle of re-quoting and having multiple revisions of quotes to manage. The system comes with a host of other features all of which I use, e.g. E-Acceptance that works, easy way to store and search through old quotes, the ability to add items into stock from old quotes, stats on quote acceptance and sales amounts.

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David Kusner

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

Used daily for less than 6 months
Reviewed 2016-12-06
Review Source: Capterra

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. Ease of use, quick and easy.

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Justin Paiva

Quotient. Just. Works.

Used daily for 1-2 years
Reviewed 2017-03-31
Review Source: Capterra

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. It's simplicity, it does what it supposed.

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Anonymous

Super functional and easy and low cost too!

Used daily for 1-2 years
Reviewed 2018-01-29
Review Source: Capterra

It has been one of the keys to our continued revenue growth of 50%+Easy to set up and intuitive to use. It was effortless to get our staff and clients to adapt to using it. The integration with MailChimp and QuickBooks is also a huge benefit to automating our systems! We've given access to almost every member of our staff, who now feel empowered to complete sales on their own. This has led to faster sales and happier customers who can get a purchase done immediately, even when talking with a designer or programmer about an upgrade.

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Tom Martin

Next level Quoting

Used daily for 2+ years
Reviewed 2018-09-12
Review Source: Capterra

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. 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.

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Quotient pricing

Starting from
$25/month
Pricing options
Free trial
Subscription
View Pricing Plans

One Man Band: $25 USD per month for 1 team member. Business Time: $45 USD per month for 2-5 team members. Additional team members are $6 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.

Quotient features

API (127 other apps)
Activity Dashboard (80 other apps)
Activity Tracking (54 other apps)
Automatic Notifications (46 other apps)
CRM Integration (108 other apps)
Collaboration Tools (43 other apps)
Contact Database (48 other apps)
Customizable Templates (38 other apps)
Data Import/Export (40 other apps)
Email Integration (44 other apps)
Lead Capture (38 other apps)
Lead Management (39 other apps)
Monitoring (44 other apps)
Real Time Data (53 other apps)
Reporting & Statistics (40 other apps)
Sales Analytics (49 other apps)
Sales Reporting (51 other apps)
Sales Tracking (42 other apps)
Search Functionality (48 other apps)
Third Party Integration (70 other apps)

Additional information for Quotient

Key features of Quotient

  • Dashboard overview
  • Simple and intuitive quote creation
  • Create a quote in just a few minutes
  • Track when quotes are opened, last viewed
  • One-click online quote acceptance
  • Acceptance confirmation emails
  • Quote discussion system – comments, Q&A
  • Add private notes to quotes for in-house use
  • Quote templates and pre-populated items
  • Recommended/optional items
  • Attach images and files
  • Subscriptions – for repeating costs
  • Cost price & margin
  • Customer editable quantities
  • Hide item price and quantity from customer
  • Group items and insert subtotals
  • Discounts – apply quote-wide or by item
  • Quotes expire automatically
  • Create quotes in any currency
  • Follow-ups
View All Features

Benefits

Dashboard - Search for a quote using a keyword, create a new quote in one click, answer client queries, see recently draft quotes, accepted quotes and sent quotes in one view.

Quote Creation: Use autocomplete contact fields, add downloadable images and files, add optional up-selling, define a and save multiple templates.

Quote Details: Multiple line items, options and pricing. Notes, questions, answers and comments, Company details and logos. Terms and conditions. Acceptance form. Title, quote number and dates.

Quote Tracking: See when a quote was last viewed, how many times it has been viewed and when it was opened.

Archive Quotes: All your quotes and leads are searchable within the system. See all your hot leads in one place and archive old quotes when leads go cold.

Xero and QuickBooks Online Integration: Create invoices automatically from accepted quotes.