Quotient 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Quotient

4.8

(135)

Pricing

Starting at $28.00 per month

About Quotient

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.

Quotient Screenshots

Quotient Pricing and Plans

Starting price: $28.00 per month

Free Trial

Free Version

Solo

$28.00

flat rate, per month

No plan information available

Team

$48.00

per user, per month

No plan information available

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Quotient Features

Popular features found in Quoting
Automated Quoting
Billing & Invoicing
Customizable Branding
Discount Management
Document Management
Electronic Signature
Pricing Management
Proposal Generation
Third-Party Integrations
More features of Quotient
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Approval Process Control
Approval Workflow
Catalog Management
Collaboration Tools
Contact Management
Content Library
CRM
Customizable Templates
Data Import/Export
Document Storage
Document Templates
Drag & Drop
Email Management
Estimating
Guided Selling
Knowledge Base Management
Multi-Currency
Price and Cost Calculations
Price/Margin Management
Pricing and Cost Calculations
Product Catalog
Product Configurator
Quotes/Estimates
Real-Time Data
Reminders
Reporting & Statistics
Sales Automation
Sales Trend Analysis
Template Management
Templates
Version Control
Visual Configuration
Workflow Management

Quotient Integrations

Insightly

Mailchimp

Zapier

QuickBooks Online

Xero

Capsule

See all 7 integrations

Quotient User Reviews

Overall Rating

4.8

Ratings Breakdown

84%

13%

Secondary Ratings

Ease of Use

4.8

Value for money

4.6

Customer support

4.8

Functionality

4.4

Alyssa H.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Review source

Reviewed June 2024

I love the Quotient Software!!

Not only is the software super easy to use, it is super customizable. I've never used any other proposal generating software so I have nothing to compare it to but I'm very impressed. I'm super picky about user interfaces and intuitive software. The people who created this are genuses. Also, it is really nice that they send out emails for feedback and take the time to personally respond. Their customer service aspect is great and it is so nice to to have my input and ideas valued, validated and appreciated!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I LOVE the user-friendly interface of the software and the customizable line items. I LOVE that it is all done online with quick access for clients including accepting contracts and the convenience of the Q&A section for multiple CCs on a single proposal. My management updates the pricing in each line item annually and it makes keeping up with price increases super easy! Being able to include photos of what the products look like is so helpful. There really are just too many great things to say about this software.

Cons:

I hope to see collapsible line items in the future. My proposals are super detailed because I think it is important to educate people so they can make informed decisions. However, when doing add-on options and providing multiple (Good/better/best) options for desired services, the quote gets really overwhelming and LONG. If the line items were collapsible they would be able to find options easier/with less confusion and it wouldn't seem like so much content in their face all at once.

Zak B.

Verified reviewer

Events Services

2-10 employees

Used weekly for less than 12 months

Review source

Reviewed March 2025

Best quoting tool out there!

Very very impressed - really good tool for my business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Super easy to use loads of functionality - easily the best bit of quoting software I’ve used!

Cons:

Nothing - it’s great! Could be a bit cheaper but so could everything!

Reasons for switching to Quotient

Way more functionality and much better for my business which requires detailed quotes and proposals.

Danny A.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2019

Very limited, extremely basic quoting program without many features others have had for 15 years

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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?

Tyler S.

Verified reviewer

Construction

2-10 employees

Used daily for less than 6 months

Review source

Reviewed September 2024

Quotient creates a great presentation

Quotient has really improved our presentation to potential clients. It puts them in control of their budget and what they intend to spend, and also explains in detail and pictures what our services/products are. I’ve received a lot of feedback and we’ve experienced more closings of jobs.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The simplicity and the ease of use. It’s not overly complicated and makes it easy to build out a quote of varying degrees.

Cons:

I don’t like that quotient doesn’t have features for converting the quotes to invoices, and receiving payments. You can integrate with QuickBooks, but our business would be able to eliminate QuickBooks if we were able to handle estimates, invoices and payments thru Quotient. I would also like to see a more complex scenarios for either or options, because some choices in products necessitate additional optional services that go with it.

Reasons for switching to Quotient

QuickBooks was very limiting and basic. Also very costly.

Martyn S.

Verified reviewer

Construction

2-10 employees

Used daily for more than 2 years

Review source

Reviewed April 2025

A must have for your business

Superb! Everything always works and it's an absolute gamechanger!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I can't remember how we came across this software but it is fantastic! We've used it for over 2 years now. We love the layout of the quotes, the fact you can add photos, can send follow ups, it shows you when the quote was opened, client's can accept quotes or ask a question through it and it's all logged, there are notes for internal communication and the analytics help us understand how many quotes accepted, average value and total value, and can be looked at over a month, a year, all time. And, it integrates with Xero for one click invoice creation! A fantastic tool in our arsenal! Always recommending it to other businesses similar to ours (trades). It's never been down or offline and never clunky! 5*

Cons:

I don't have a bad word to say about Quotient!

Mitch U.

Verified reviewer

Security and Investigations

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2025

Quotient simplifies sales

I've been using it for 3 years. I give it a 10 out of 10. Any support questions are answered quickly

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It simplifies my quotes by adding smart elements that clients like. Multiple choice options and optional items make the quote appear intelligent. The accepted option for the client allows us to immediatly schedule the services the client has requested

Cons:

Would like added features like pictures in the body of the quote. Be able to add bulleted lists

Brad C.

Verified reviewer

Telecommunications

Self-Employed

Used daily for free trial

Review source

Reviewed February 2025

Look no further!

Easiest quotation based program I've used, feature rich whilst still remaining simple and easy to use. Love the capability to embed documents, files, pics etc.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Fresh outlook, ease of use, feature rich and simple

Cons:

Not much to complain about, nothing actually

Jamie S.

Verified reviewer

Construction

2-10 employees

Used daily for more than 2 years

Review source

Reviewed April 2025

Fantastic service, Quotient is the best ✅

Complete ease of use and they make quoting easy. I do around 6 quotes a day every day and have been with these guys for years. Honestly, if you are looking for a company to provide the best and easiest way to quote, you have found them!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have been with you guys for years and honestly could not have run my business as successfully without Quotient. Awesome system ✅✅✅✅

Cons:

I have nothing bad to say about Quotient

Santiago V.

Verified reviewer

Automotive

51-200 employees

Used daily for less than 6 months

Review source

Reviewed May 2025

Great service

Great customer service, easy to use and clean interface.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The multiple option quotes and follow ups. Great. We used to send quotes back and forth with clients on my business when they wanted a change in a quote, now they can modify whatever they want in the quotes. Less human error and less time lost.

Cons:

There's nothing bad, just things that would be useful are: a way to leave only the accessories or price items the client selected when printing a quote or downloading as pdf, and anchored final price while clicking the options on a quote, so the client can select products while seeing the final price always.

Tom H.

Verified reviewer

Design

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2025

Simple and efficient. Brilliant software.