Quotient Pricing, Features, Reviews and Alternatives

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.

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.

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.

The only thing I wish for is that it be able to generate repeating invoices on a monthly basis directly from Quotient into Xero.

Easy to use and highly customisable, was handy to use

Major problem is when you want to move on to another app, then you lose all your data unless you keep paying the @29/month subscription, there is no bulk export function. Also if you change your business name all historical quotes get changed to the new entity name (even accepted quotes - leaving you without a legal contract. This has caused major issues for us

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...

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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.

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.

I know that the digital acceptance counts legally, but I'd still love for clients to be able to sign their signature on our sales tablet screen for acceptance. (It just feels good to them and to us to have that level of acceptance.)