Quotient Pricing Plan & Cost Guide

Quotient

Online Quoting and Proposal Software

4.8/5 (106 reviews)

Quotient Pricing

Starting from: $25.00/month

Pricing model: Subscription

Free Trial: Available

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.

Competitors Pricing

QuoteWerks

Starting from: 15.00
Pricing model: One Time License
Free Trial: Available

Qvidian

Pricing model: Subscription

Quoter

Starting from: 99.00/month
Pricing model: Subscription

Aggregatur

Starting from: 249.00/month
Pricing model: Subscription

Quotient Pricing Reviews

Pros

  • I enjoyed quotient for its ability to provide beautifully laid out quotes. The best part about Quotient is everything is on the same page.Verified ReviewerRead the full review
  • 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.Anthony F.Read the full review
  • I liked the software and that it integrated with our CRM (Insightly). The setup was easy and pretty useful.Graham K.Read the full review

Cons

  • The old system had us searching through each others' folders for client information which could be both irritating and time-consuming.Will B.Read the full review
  • No notice on pricing changes and got no response when I questioned the 50% increase.Graham K.Read the full review
  • 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.Read the full review
97%
recommended this to a friend or a colleague

25 reviewers had the following to say about Quotient's pricing:

Michael P.

Quotient - Awesome program!

Used weekly for 1-2 years
Reviewed 2017-01-05
Review Source: Capterra

Could not be happier with this program. Five stars in everything, ease-of-use, functionality and great value for the price.

Pros
Easy to use, priced right.

Cons
Wish it grabbed addresses from my contact manager software

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Hayden L.

Makes quoting so much easier!

Used weekly for less than 6 months
Reviewed 2019-10-13
Review Source: Capterra

Quotient has made my life so much easier! Between spending less time quoting, and having better quotes that are more likely to convert, it's hard to complain.

Pros
Price quotes are a necessary evil in the web and branding design world. So many people want a price quote, but a quote doesn't always lead to a sale, so you don't want to spend all day on quotes. This software allows me to spend less time on quotes, and also creates quotes that are attractive, professional, and more likely to convert to a sale.

Cons
The price is more than using Google Docs or a simple free alternative; but hey, you get what you pay for, and the quality from this app is worth the cost.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 8/10

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Harry J.

Quotient rocks!

Used daily for 6-12 months
Reviewed 2016-08-03
Review Source: Capterra

We looked at a range of different quoting tools, our considerations where - Ease of Use, Integrations and customer experience. Quotient ticked the boxes with all of these. We hooked it up to Xero and pulled through our product sets. Created template quotes and styles to match our brand. We've even A/B tested our accept quote button! The automation of quote -> xero makes things a breeze and our sales team can get quotes out to customers in minutes rather than hours.

Pros
Price Functionality Styles Integration

Cons
Needs more integrations! Slack integration "Quote accepted hoorah!" More CRMs - Pipedrive !! Recurring product support in xero would be awesome as well

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Anonymous

Great Tool

Used monthly for less than 6 months
Reviewed 2018-10-23
Review Source: Capterra

Pros
At first, the application was too basic for my needs but it looks like there are additional features added. I'm able to make better customizations to the pricing. I like that it integrates into my QuickBooks

Cons
The price is a little high. I already have a template that I've been using for 8 years and it's tough to justify the cost because I only send out around 30 quotes per year.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Tom M.

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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Graham K.

Beware of significant pricing increases

Used weekly for 6-12 months
Reviewed 2018-08-21
Review Source: Capterra

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

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

Cons
less than 6 months after signing up I got a 50% price increase with zero notice. If you are going to make this part of your business watch out as they can jack your pricing at will with no notice. I also did not like that they don't have a pricing structure for small businesses other than jumping in to double the price per license.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Danny V.

Quotient review

Used daily for 1-2 years
Reviewed 2017-01-27
Review Source: Capterra

Quotient has provided us with huge efficiency gains and visibility for our quotes. We trialed various quoting software packages and quotient fulfilled the majority of what we were looking for. Quotes are much quicker now and they look more professional, we have visibility on the status of the quote, its aging, conversion rates, sales made, whether it's been opened and conversations are kept relevant to that quote instead of in an individuals email box.

Pros
Ease of use. Visibility . Tracking. Templates. Sales made. Follow ups. Text items. Notifications for various staff.

Cons
It would be good to have things in price items like a hidden notes, so others can see workings out, or why a special discount was applied. But the biggest gripe i have is, not being able to search for a price item by any word in its description. You have to know what the price item starts with to add it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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John K.

Great Product

Used daily for less than 6 months
Reviewed 2017-08-07
Review Source: Capterra

Pros
The ability to add optional services the client can add to the quote and it updates price automatically.

Cons
Maybe adding better follow up templates.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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John L. K.

Awesome Service!

Reviewed 2016-03-31
Review Source: GetApp

I was using a Word document to send quotes to clients and realized my conversions were very low. I then started shopping for a service that would be affordable while still looking professional. I tried Quotient and was hooked! It is the most simple, effective, and affordable quoting service I have ever used (and I tried many of them). Using them has increased my conversions and has allowed me to track my quotes much easier! A+ service and product! Community Response Systems (www.communityresponsesystems.com) is a proud customer of Quotient!

Pros
Simple and easy to use. Looks professional to send to potential clients!

Cons
None. I feel the program is simple enough to use. I believe drop down options for the same package with different payment terms would be helpful. Either way, I'm very impressed with how it currently operates!

Rating breakdown

Value for money
Ease of use
Customer support

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John K.

Awesome, Easy, and Affordable!

Reviewed 2016-03-31
Review Source: Capterra

I was using a Word document to send quotes to clients and realized my conversions were very low. I then started shopping for a service that would be affordable while still looking professional. I tried Quotient and was hooked! It is the most simple, effective, and affordable quoting service I have ever used (and I tried many of them). Using them has increased my conversions and has allowed me to track my quotes much easier! A+ service and product! Community Response Systems (www.communityresponsesystems.com) is a proud customer of Quotient!

Rating breakdown

Ease of use
Customer support

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Anonymous

Good quoting system but a little on the pricey side

Used daily for free trial
Reviewed 2018-12-28
Review Source: Capterra

Pros
Historically I have spent hours creating quotes for clients. I found with Quotient it's easy to create a quote quickly and track when customers receive, read and sign these quotes.

Cons
The search function wasn't powerful enough for me and I did find the pricing on the high side for what it is.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 6/10

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David K.

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.

Pros
Ease of use, quick and easy.

Cons
A little expensive for more than 1 user.

Response from Quotient


Hi David,

Thanks so much for your amazing review. You've really made our day! :)

Just to let you know that imports (for your stock items) has been released just this week! More info here in Help & Support: https://support.quotientapp.com/hc/en-us/articles/204220534

Feel free to contact us if you have any questions about this.

Cheers
Nathan

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Conor O.

The single most valuable tool for my business.

Used daily for 2+ years
Reviewed 2017-03-06
Review Source: Capterra

I run a small digital agency in Ireland. We provide quotes for website and digital services to new clients. Quotient has allowed me and my business to appear really professional to business customers. As we do more quotes- quotient learns our most used products and packages and creating quotes becomes faster and more efficient the more we use this tool. Hand on heart - this is the simplest, most effective on line software for quoting. (Oh, and it connects with my accounts - xero. Although I don't really use that function. But that's my problem - I will soon!)

Pros
Fast, easy, great value!

Cons
Errmmm. Will let you know If I find one.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Quotient is amazing, quoting software!

Used occasionally for 1-2 years
Reviewed 2018-06-15
Review Source: Capterra

Pros
We appreciated the ability quotient has to sync with Quickbooks. Have a quote approved by a client and you can set it to automatically create an invoice or a quote within Quickbooks or Xero. Also, quotients will pull items from Quickbooks directly and just makes the quoting process really fast and easy. You can quote either a one time, cost or recurring items also which is great for subscriptions.

Cons
For businesses that provide a small number of quotes, the least expensive monthly subscription option, maybe too costly. If there was perhaps a pay as you go plan. We feel that more businesses would be able to take advantage of the amazing functionality and quotients for their needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Ken B.

It Just works!

Used daily for 6-12 months
Reviewed 2016-07-26
Review Source: Capterra

We found this solution to be spot on and very easy to use. We think that the application is simple but has stretch technologies for growth. the support was timely and friendly which make any software experience better. Over all this is a great application.

Pros
Monthly recurring option is something so many quote tools miss. Annual Billing options Options in the quotes to show more to the client and potentially up sell Xero Intergration- right to invoice Auto or Manually Margin Calculations for a business is a must( you can drop your buddies excel calculations sheet from high school ) Price point

Cons
none to mention as it meets the need.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Richard I.

An online price quoting tool that is everything you need and nothing you don't

Used daily for less than 6 months
Reviewed 2016-08-10
Review Source: Capterra

Quotient is all you need and nothing you don't for online client proposals. We assessed several online proposal platforms, dismissing them one by one as complicated, over featured, time consuming to configure. Then we found Quotient and haven't looked back.

Pros
Simple setup Professional templates Easily configurable for different proposal types Brilliant customer service Excellent value for money

Cons
Not designed as yet for large scale sales teams. Would prefer a digital signature system over ticking a box to accept a proposal.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Jean-Pierre H.

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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Anonymous

Quoting made easy

Used occasionally for free trial
Reviewed 2019-03-16
Review Source: Capterra

Quotient's customer service was great. The free 30 day trial allowed us to have a good test of the features and functionality we need. We really enjoyed the communication capture between quote person and customer. However, we found it lacking for complex quoting. If you have less than 500 items in your catalogue and you don't need complex pricing, Quotient would be a great fit.

Pros
Quotient has a very nice look and feel. Especially the quotes that get delivered to customers. Very nice presentation. When you send the quote to your customer, they get a link to a website. On the website, they can put notes against any quote line, change order quantity, etc. When you customer is ready to sign off the quote, they do it all electronically. All the correspondence between you and the customer captured in the quote and the quote revisions.

Cons
While the UI and customer experience is excellent, the administrative set up and usage lacks a lot of features. If you only need to quote basic items, it works fine. But if you have more complex quoting requirements, Quotient may not be right for you. - Product code - 30 character limit - Search is limited to looking for the beginning of a part code/desription string. If you are looking for a search term in the middle of a string, you won't find it. - Exporting data is not good. You can export quote summaries, but you cannot export at the quote line level of detail. (You can print to pdf, but you cannot extract the entire quote to csv). - You can set up multiple items with the same part code and description. Quotient does not protect against duplicates. - No functionality for quantity break pricing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Christopher E.

Authentic and hard working

Reviewed 2016-05-24
Review Source: Capterra

Every now and then, a team of talented individuals align their technical skill with a genuine desire to help those in need. If your looking for a mobile optimised tool that enables you to deliver elegant quotations from the palm of your hand (or desktop), backed by authentic good-old-fashioned customer service at a fair and heart warming price, Quotient is for you.

Rating breakdown

Ease of use
Customer support

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Dave S.

Quoting could not be easier

Reviewed 2016-03-23
Review Source: Capterra

I just wanted to say how incredibly easy this program is to use. Up until now we've just had a huge filing cabinet filled with quotes that were never followed up on. Just a black hole of potential money. Quoting with Quickbooks takes far too long to build an item list and it's not worth the time if your customer is just scoping out a price. Just fill in the project scope and a price and you're all done. Detailed Invoices can come after once you've got the job and it's worth itemizing. I have two guys here who are about 2 years from retiring who picked it all up after sending out about 3 quotes. Since we started using it in late February we've sent out over 150 quotes. And we can easily see our conversion rates and who we need to follow up with. A big recommendation for us.

Rating breakdown

Ease of use
Customer support

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NELSON C.

our sales team is able to efficiently & accurately send out quotations to our customers

Used daily for 6-12 months
Reviewed 2018-05-01
Review Source: Capterra

Management control, efficiency, able to provide better customer service

Pros
very intuitive and easy to train our sales team to use. enables management to monitor status of quotations. great value for money.

Cons
probably the only limitation of the software is to be able to do bulk edit of records such as products, quotes, etc. but this is not critical to our needs

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Liz W.

A seamless experience

Used monthly for less than 6 months
Reviewed 2017-10-02
Review Source: Capterra

Easy and fast quoting system once it's setup. You can see when clients view the quote which has major benefits for conversions. Also it easy for the client to read on all devices - way better than a PDF.

Pros
You can see when a customer views your invoice, so you can ring them straight away which increased your conversion.

Cons
I'd like to be able to attach a covering letter to the quotes to show the scope of the project. Also, you are paying for this when it's not always in use. It would great if they had another payment plan for low quote users and pay per quote sent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Sara K.

Easy to Set Up and Use

Used daily for less than 6 months
Reviewed 2020-01-16
Review Source: Capterra

We use it for quoting legal services to clients and have enjoyed using it so far.

Pros
We started using this app for quotes for legal services about a month ago. We really like all the features and how easy it is to use and set up quotes and templates. We found several to choose from, and although this cost a little more than the others, we are pleased with our choice.

Cons
We've had some issues getting notifications of messages from potential clients. It's not clear on the site that there are pending messages and who on the team gets notifications of messages.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Will R.

Quotient Rocks and nothing else comes close. End of story.

Reviewed 2015-08-10
Review Source: GetApp

We use Quotient for engaging our clients with feature-rich quotes. Our customers can engage us via Quotient by making comments, selecting or deselecting tasks that they want or don't want included in their quote. We can even upload pictures and documents. Even great systems like Xero (with their own Quote system) can't do what Quotient does. It's the reason we stuck with Quotient -- they do one thing amazingly well. Their customer support is incredible too. If you want the best quoting system, and to see more clients approve your quotes, sign up with Quotient today! It's super-intuitive to use. You'll be up and running in minutes. Seriously.

Pros
Really easy and intuitive system. Get started and master the system in minutes. Really powerful, easy-to-use features that help you lift your game. This system makes you look good! Great cost for what you get. It's a no-brainer. Beautiful user interface -- we actually enjoy using Quotient. How many apps can you say that about?

Cons
They're just too nice. Seriously, no cons that I can think of.

Rating breakdown

Value for money
Ease of use
Customer support

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Simone M.

How did I do business without this?

Reviewed 2016-03-14
Review Source: Capterra

This product has revolutionised my business in all seriousness. My quoting skills grew out of excel spreadsheets and was haphazard at best. Too many pieces of information floating in my head - 'if this happens then this cost applies but not always' kinds of stuff. Errors were costing me money and my confidence was smashed. I now have 5 quote templates, with every scrap of information from my head listed in there. Instead of building my quotes up, I now delete my quotes down, taking out all items that dont apply. Quotes take minutes and with no stress. They look professional, and being itemised gives my clients confidence that I know what Im talking about. The errors are over. Love it love it love it

Rating breakdown

Ease of use
Customer support

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