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Quotient Pricing, Features, Reviews and Alternatives

Quotient product overview

What is 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.

Key benefits of using Quotient

  • 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.
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Knowledge Base
    Email/Help Desk
    Chat

    Training options

    Live Online
    Documentation
    Webinars

    Quotient pricing information

    Value for money

    4.6

    /5

    106

    Starting from

    $

    25

    /momonth
    Per Feature

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    Quotient features

    Functionality

    4.5

    /5

    106
    Total Features20 3 categories

    Most valued features by users

    Contact Management
    Third Party Integrations
    Pipeline Management
    Knowledge Base Management
    Templates
    Customizable Branding
    Cataloging/Categorization
    Product Configurator

    Functionality contenders

    Quotient users reviews

    Overall rating

    4.8

    /5

    106

    Positive reviews

    97%

    Write a review
    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9.06/10
    Rating distribution

    5

    4

    3

    2

    1

    88

    15

    3

    0

    0

    Pros
    Quotient is a great product and easy to use... and best of all Nathan is very responsive to input and questions. Don't you just love it when things just do what they are supposed to.

    AF

    Anthony F.

    I enjoyed quotient for its ability to provide beautifully laid out quotes. The best part about Quotient is everything is on the same page.

    AR

    Anonymous Reviewer

    I liked the software and that it integrated with our CRM (Insightly). The setup was easy and pretty useful.

    Graham K.

    Cons
    The old system had us searching through each others' folders for client information which could be both irritating and time-consuming.

    WB

    Will B.

    No notice on pricing changes and got no response when I questioned the 50% increase.

    Graham K.

    If you are going to make this part of your business watch out as they can jack your pricing at will with no notice.

    Graham K.

    Overall rating contenders

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    This is a great piece of software

    Reviewed 2 years ago

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Awesome customer service

    Reviewed a year ago

    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.

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend9/10

    Share this review:

    Easy Quoting and Great Communication Platform

    Reviewed 12 days ago

    Quotient provided a great temporary software four our quoting team during a transition to a more robust system - for smaller companies that do not want to setup enterprise software such as SAP or Salesforce, this is a great solution

    Pros

    Quotient clean and customer-friendly looking quotes and makes it easy for our teams to collaborate and exchange information across the platform

    Cons

    Quotient can be difficult to set up and takes time and resources to customize the software to work for your specific needs

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend3/10

    Share this review:

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

    Reviewed 2 years ago

    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?

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Made my life better - who would have thought

    Reviewed 2 years ago

    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...

    Pros

    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...

    Cons

    If I had to nitpick, in the layout of the final quote the client receives I would like the quantity field to be in a separate field not in the same field as the item price. I just feel it would make it a bit easier to read.

    Quotient FAQs and common questions

    Quotient has the following pricing plans:
    Starting from: $25.00/month
    Pricing model: Subscription
    Free Trial: Available


    Quotient has the following typical customers:
    Freelancers, Mid Size Business, Non Profit, Small Business


    Quotient supports the following languages:
    English


    No, Quotient does not have an API available.


    Quotient integrates with the following applications:
    Capsule, Insightly, Zapier, QuickBooks Online, Highrise CRM, Mailchimp, Xero


    Quotient offers the following support options:
    Knowledge Base, Email/Help Desk, Chat

    Related categories