What I like the most is that I am able to show reviews from customers on my new quotes that I send out. I am also able to use a template.

So easy to set up and the perfect functionality for what we needed.

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.

Probably the only limitation of the software is to be able to do bulk edit of records such as products, quotes, etc.

Customer support are amazing and were able to answer any questions with ease, responded very efficiently and were always very friendly.

Sometimes I get a bit confused when trying to do some tasks. I sometimes get a bit confused around sending the cover email and viewing that cover once it's been sent.

Integrates with Xero and I like the ability to see when the customer has received and opened the quote. It's so easy to use and I wouldn't use anything else.

This feature needs some work. Often the quotes don't get passed the clients spam filters.

Lightweight and user friendly, it has made our quoting process much more streamlined. The dashboard and business information is helpful as well.

We found several to choose from, and although this cost a little more than the others, we are pleased with our choice.

Quotient feeds seamlessly into Xero matching quote numbers, job numbers and invoice numbers and making client management (at least in this area!) completely painless.

US Dollar

Quotient is a cloud-based configure-price-quote (CPQ) solution that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes. Key features include contact management, pricing management and proposal management.


Quotient enables users to add images, website links and files to quotes. Users can also mark items as optional or create multiple choice options for quotation forms. The solution enables users to convert quotes into templates and store them in a content library.


The central dashboard displays updated quotes, questions, notifications and other business activities. Additionally, the solution supports integration with multiple third-party customer relationship management (CRM) systems such as Xero, QuickBooks, Zapier, MailChimp, Capsule and more. Quotient can be accessed via multiple devices including mobile phones and tablets.


Services are offered on a monthly subscription basis that includes support through an online helpdesk and live chat. Pricing is per user per month.



LongDescription

Cataloging/Categorization

Price/Margin Management

Product Catalog

Templates

Product Configurator

Guided Selling

Pipeline Management

Content Library

Template Management

Data Import/Export

Contact Management

Price and Cost Calculations

Multi-Currency

Real Time Data

Pricing Management

Activity Dashboard

Reporting & Statistics

Knowledge Base Management

Reminders

Estimating

Customizable Templates

Discount Management

Real Time Reporting

Customizable Branding

Contact Database

Approval Workflow

Quotes/Estimates

Drag & Drop

Third Party Integrations

Document Management

Document Storage

Access Controls/Permissions

Activity Tracking

Digital Signature

Electronic Signature

Approval Process Control

Collaboration Tools

Sales Trend Analysis

Content Management

Real Time Notifications

Alerts/Notifications

Accounting Integration

Document Templates

Proposal Generation

Pricing and Cost Calculations

Email Management

Sales Automation

Visual Configuration

Web browser (OS agnostic)

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.

Email/Help Desk

Knowledge Base

Chat

Self-Employed

2-10

11-50

51-200

201-500

Quotient

Live Online

Webinars

Documentation

Videos

Salesforce CPQ is part of a software suite designed for small, midsized, and enterprise organizations that are focused on reaching sales goals and streamlining customer support. Salesforce CPQ helps reps and partners configure complex deals, streamline quoting approvals, ensure sales compliance, plus more. It offers proposal and quote generation features, allows image-based product selection, and is accessible on mobile devices.


Salesforce also offers solutions for sales management, marketing automation, partner relationship management, customer service, plus more. 


Pricing for Salesforce CPQ is per user, per month and is billed annually. 






Milestone Tracking

RFP Responding

Electronic Payments

Recurring/Subscription Billing

Due Date Tracking

Real-time Product Visualizations

Progress Tracking

Contract/License Management

3D Digital Asset Management

Order Management

Credit Card Processing

Invoice Management

eCommerce Management

Automated Quoting

Self Service Portal

Audit Trail

Version Control

Sales Reports

Requirements Management

Bid Management

Vendor Management

Configuration Management

Client Portal

Sales Tax Management

Workflow Management

For Internal Use

3D Imaging

Billing & Invoicing

Rule-based Configuration

Audit Management

Renewal Management

Reporting/Analytics

Order Tracking

Order Processing

Third-Party Integrations

2D Drawing

Task Management

RFP Management

Knowledge Library

RFP Creation

Forecasting

Sales Orders

Calendar Management

Customizable Fields

Configurable Workflow

Bills of Material

Customer History

Mac OS

CPQ: $75/user/month billed annually.
CPQ Plus: $150/user/month billed annually.
CPQ & Billing Growth and CPQ & Billing Plus: contact Salesforce for a pricing quote based on your specific needs.

Quotient vs Salesforce CPQ & Billing

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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