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.
Ease of use, quick and easy.
A little expensive for more than 1 user.
Response from Quotient
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.
Value for money
Ease of use
Likelihood to recommend: 10/10