Quotient Pricing, Features, Reviews & Comparison of Alternatives

Quotient

Online Quoting and Proposal Software

4.8/5 (103 reviews)

Quotient 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.

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.
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: Your dashboard is the heartbeat of your businessQuotient IntroductionQuotient screenshot: Create slick looking quotes in one easy stepQuotient screenshot: Present your business in the best lightQuotient screenshot: Simple layout options to make you look like a professionalQuotient screenshot: Keep track of questions and answers directly in your quoteQuotient screenshot: Customers can click to accept, any time on any device

Quotient reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.4
  4.8
  4.8
Nate Frick

This is a great piece of software

Used weekly for 2+ years
Reviewed 2020-01-17
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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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.

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 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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Danny Asbille

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

Used daily for 2+ years
Reviewed 2019-02-26
Review Source: Capterra

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?

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 3/10

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Kathryn Prideaux

PERFECTION

Used daily for free trial
Reviewed 2020-02-08
Review Source: Capterra

INCREDIBLY happy! So easy to set up and the perfect functionality for what we needed!

Pros
I have been trying and trying to find something that works well with Quickbooks online invoicing and Quickbooks Payments. All the CRM software companies want you to use their invoicing systems. It was so frustrating. This is SEAMLESS with QB!!! I love it!!!

Cons
I would love a little more design customization on the templates/forms.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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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.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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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 (162 other apps)
Activity Dashboard (107 other apps)
Activity Tracking (71 other apps)
Automatic Notifications (58 other apps)
CRM Integration (135 other apps)
Collaboration Tools (61 other apps)
Contact Database (71 other apps)
Contact Management (72 other apps)
Customizable Templates (61 other apps)
Data Import/Export (68 other apps)
Email Integration (56 other apps)
Lead Capture (55 other apps)
Lead Management (72 other apps)
Real Time Data (67 other apps)
Reporting & Statistics (72 other apps)
Sales Analytics (66 other apps)
Sales Reporting (65 other apps)
Search Functionality (75 other apps)
Third Party Integration (108 other apps)
Workflow Management (55 other apps)

Videos and tutorials

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.