





Dashboard






Supported Operating System(s):
Web browser (OS agnostic)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) syst...
Dashboard
Supported Operating System(s):
Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
5.0
Value for money
4.5
Customer support
5.0
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
January 2020
Nate from The Shiny Group
Company Size: 2-10 employees
Industry: Graphic Design
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
January 2020
This is a great piece of software
Positive to say the least. It has helped me grow my business from basic design to full branding projects of five figures.
Pros
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.
Cons
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.
Reasons for Choosing Quotient
As I said above it suited my needs and focussed on being really, really good at one thing - quoting quickly and efficiently.
July 2020
Lazarus from Eva Financial Solutions
Company Size: 2-10 employees
Industry: Accounting
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
July 2020
Awesome customer service
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. this serves me a great deal of time
Pros
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.
Cons
The only thing I wish for is that it be able to generate repeating invoices on a monthly basis directly from Quotient into Xero.
Reasons for Switching to Quotient
It was a more expensive option, which our small business could not afford under lockdown
February 2019
Danny from OR Support
Company Size: 11-50 employees
Industry: Marketing and Advertising
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
2.0
Customer support
3.0
Functionality
2.0
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
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?
October 2020
Anonymous
Company Size: 11-50 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
4.0
Functionality
5.0
October 2020
Sell your quote in the first 3 seconds
Satisfying application. Provides quick professional quotes. They are improving the software and there's definitely room for that. I would recommend this for anyone starting out and looking to engage more with their customer during the quoting process.
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. You step away from the paper-trail and step into the digital simplicity.
Cons
There are some feature constraints. For instance, I can't customize features to suit our growing business or our customer's growing needs.
March 2019
Jean-Pierre from Umanix
Company Size: 2-10 employees
Industry: Information Technology and Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
March 2019
Made my life better - who would have thought
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.