Quotient Software

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.

Pros

I like the professionalism of their software and our quotations always come out from others

Cons

I like it that you can also choose colours because with adding logos most softwares have that,therefore there is nothing I like least about it

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.

Automation in the process of sending quotes/estimates. Saved me time on the simple projects.

Pros

It was easy to use and included nice built-in features. I liked that it would automatically send out an invoice if the person accepted. (That feature is optional)

Cons

It didn't have the capability to give a range in terms of estimated hours. I had to put the highest estimate in the field which scared customers.

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.

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

Bidding jobs is so much quicker using Quotient.

Pros

The Quotient software is very easy to use, it integrates with our existing Quickbooks software, and is very well received by our prospective clients.

Cons

It does take a bit of use, and research before one understands the particular formatting options, and there are a few limitations to the product.

Pros

Quotient has streamlined my quoting and made life easier, it looks good and professional – my customers seem to find it easy to navigate and has helped my closing rate

Cons

Sometimes customers don’t realise that they have to access the quote via a link in the body of the email, instead of in an attachment, but most people work it out quickly

Pros

The best thing about Quotient is how easy it is to generate an invoice when someone accepts a quote. You just archive the quote and the invoice is ready.

Cons

The import/export is a bit tricky. I'm not sure if the product is limited or it's just my lack of knowledge, but I couldn't get the data I needed to export.

It has been one of the keys to our continued revenue growth of 50%+

Pros

Easy to set up and intuitive to use. It was effortless to get our staff and clients to adapt to using it. The integration with MailChimp and QuickBooks is also a huge benefit to automating our systems! We've given access to almost every member of our staff, who now feel empowered to complete sales on their own. This has led to faster sales and happier customers who can get a purchase done immediately, even when talking with a designer or programmer about an upgrade.

Cons

I know that the digital acceptance counts legally, but I'd still love for clients to be able to sign their signature on our sales tablet screen for acceptance. (It just feels good to them and to us to have that level of acceptance.)

Pros

This software gives us the ability to offer our customers several options with each quotation and up-sell with ease. Because of the interactive functionality of the software, it's allowed us to provide a best practice scenario with each quotation and consequently, our average spend has increased.

Cons

It would be good to have somewhere to save another two or three follow-up emails. Obviously not a problem if you're automating this process.

Pros

Simpicity easy set up great for multi users great for template set up great to use on mobile world class

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.

Helps project professionally to potential clients

Keeps all info in one place for easy access.

Helps keep me motivated

Pros

It helps me will jobs. Overall it helps keep track of everything involved with quoting in the one place and it helps me professionally project to potential clients.

Cons

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.

Pros

It's simple and easy to use interface. You can set up a base template and send your first quote in no time at all.

Cons

Could have a few more template design options. That's all it's great otherwise and recommend to other businesses.

Speed, customization, UX-perfection, integration with QBO

Pros

"Often, you get a great product and wish there was just one more feature to make it perfect (or need a zap). This one has 100% of what you want. I send 35-50 quotes a day. The speed, customization, and UX is incredible. Kudos, Quotient!" - Faithful client

Time saver

Pros

I am able to give my clients quotes in seconds . The templates allow me to generate quotes quickly...

Cons

Could use more custom formatting options. I would like to be able to customize the look of the quote more.

Saves time

Pros

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!

Pros

The efficiency is what I like most about it. I save time and provide a way better quote that impresses my customers and provides added functions

Cons

I would like to see ACH payment options but I can use what I have for now. I don't anything bad to say.

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.