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
Likelihood to recommend: 10/10
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
Likelihood to recommend: 10/10
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
Likelihood to recommend: 3/10
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
Likelihood to recommend: 10/10
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
Likelihood to recommend: 10/10
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.
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