# Quotient Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Quotient Software - reviews, pricing plans, popular comparisons to other Quoting products and more. Source: https://www.capterra.com/p/131897/Quotient --- # Quotient Software Review 2026: Features, Integrations, Pros & Cons Last updated on June 12, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Quotient ## What is Quotient? Quotient is online quoting software that helps you win more work. Send interactive quotes your customers can accept online, with optional extras and multiple-choice items they select themselves. The total updates as they go. Know the moment a quote is viewed, let customers ask questions right on the quote, and send automatic follow-ups so no job slips away. Create polished, professional quotes in minutes using templates, photos, and file attachments. Track acceptance rates, average quote value, and total sales with built-in analytics. When a quote is accepted, turn it into a Xero or QuickBooks Online invoice in one click. Built for trades, construction, and service businesses that quote every day, and loved by agencies, IT firms, and consultants too. Also connects with Capsule, Insightly, Mailchimp, and 5,000+ apps via Zapier. Try Quotient free. No credit card needed. ## What is Quotient used for? [Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)[CPQ](https://www.capterra.com/cpq-software/) Recognitions Shortlist Best ease of use Top alternative Featured Overall rating Based on 135 user reviews Reviews sentiment Positive 97% Neutral 2% Negative 1% Starting price $28 Flat Rate, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... - Quoting / 2025 Our "Best of" badge program showcases products with the highest ratings... - Proposal Management / 2026 - Quoting / 2026 Our "Best of" badge program showcases products with the highest ratings... Do you work for Quotient?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://quotientapp.com&name=Quotient) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Quotient 4.8 (135) VS. [4.5 (1,249)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price $28 Flat Rate, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (134) Ease Of Use 4.4 (1,233) Value For Money 4.6 (102) Value For Money 4.2 (962) Customer Service 4.8 (120) Customer Service 4.3 (943) ## Quotient alternatives [4.4 (3,299)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.6 (1,457)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars Highest Rated [4.8 (21)](https://www.capterra.com/p/119222/iQuote-Xpress/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/131897/Quotient/alternatives/) ## FAQs about Quotient Overview ### What problems does Quotient solve? Quotient solves slow, manual quoting, scattered customer and quote records, weak follow-up visibility, and low quote conversion. Sales teams, small businesses, contractors, agencies, and service firms use it to create consistent interactive quotes, track opens and acceptances, centralize quote communication, and speed handoff to invoicing and job management. Answer based on 113 reviews Overview ### Which roles and teams benefit most from Quotient? Quotient is most used by business owners, managing directors, and C-suite leaders who need to create quotes quickly, present pricing professionally, and move deals toward approval. Sales managers and operations leaders benefit from streamlining proposal workflows, improving quote accuracy, and keeping client-facing documents organized and easy to track. Answer based on 118 reviews Overview ### What company size and industries is Quotient built for? Quotient is for small to medium businesses, with reviewers overwhelmingly from small businesses at 97%, and it is used most in Construction at 17%. It also appears in Information Technology and Services at 11% and Marketing and Advertising at 6%, mainly for quoting, which accounts for 79% of reported use. Answer based on 135 reviews Features and Usability ### What are the key features of Quotient? Quotient includes core quote management tools like customizable templates, client proposals, optional and multiple-choice line items, and electronic acceptance. Differentiator features include follow-up emails, quote tracking with view/status visibility, images and document attachments, pricing and margin calculations, plus accounting and CRM integrations such as Xero, QuickBooks, and HubSpot. Answer based on 98 reviews Overview ### How good is Quotient for client proposals? Quotient makes client proposals fast, polished, and easy for customers to review and approve online. Small business teams and service firms value templates, optional line items, images, client questions, and view tracking, while some users want clearer message notifications and more connections with accounting or project management tools. Answer based on 20 reviews Integrations ### Which third-party tools and platforms does Quotient integrate with? Quotient integrates with Xero, Insightly, QuickBooks Online, Mailchimp, Capsule, Highrise, and Zapier. Reviewer mentions most often confirm Xero for invoicing and Insightly for CRM, while the catalog also lists email marketing, contact management, and automation connections through Mailchimp, Capsule, Highrise, and Zapier. Answer based on 29 reviews Getting Started and Support ### What training and onboarding options does Quotient offer? Quotient provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide visual walkthroughs for learning features and setup steps. Answer based on 1 reviews Getting Started and Support ### What customer support options does Quotient offer, and how do users rate the experience? Quotient offers email/help desk, a knowledge base, and chat. Users generally describe support as quick, friendly, and helpful, with staff following up thoroughly and addressing issues clearly. Some also mention thoughtful personal responses, though a few reviewers were frustrated by slower product improvements or unresolved feature requests. Answer based on 40 reviews Features and Usability ### What features does Quotient offer for quotes and proposals? Quotient offers practical quoting features that help teams build interactive proposals quickly and present them professionally. Many users mention templates, images, optional or required items, quote tracking, analytics, and QuickBooks connections, while some growing businesses find reporting, advanced customization, complex pricing, payment handling, or certain integrations limited. Answer based on 18 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Quotes/Estimates 5.0 (19) 84.21% of 19 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Pricing and Cost Calculations 4.8 (18) 100.00% of 18 reviewers that rated this feature as important or highly important Calculate rule-based prices for a product/service Electronic Signature 4.9 (16) 68.75% of 16 reviewers that rated this feature as important or highly important Digitally sign online documents Real-Time Data 5.0 (16) 93.75% of 16 reviewers that rated this feature as important or highly important Receive data and information in real time Third-Party Integrations 4.3 (16) 81.25% of 16 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Pricing Management 4.5 (11) 100.00% of 11 reviewers that rated this feature as important or highly important Tool used to determine accurate pricing and product eligibility for borrowers Quotient 46 features Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval Generate rule-based quotes for clients automatically Create and manage digital catalog of products/services with their details, specifications, and price Provides a channel for team members to share media files, communicate, and work together Manage, organize, and store contact information Centralized repository to store content and assets Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Track products that are for sale at a reduced price or part of coupon promotions Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Estimate expected cost based on various factors before a project begins A process designed for sellers to guide them through the entire selling process Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Manage and handle various international currencies Calculate rule-based prices for a product/service Track and manage the profit margin between the cost of a product and its selling price. Calculate rule-based prices for a product/service Tool used to determine accurate pricing and product eligibility for borrowers Present a catalog of inventory that customers can view Customize the specifications of a finished product to meet the particular needs of a customer Create proposals based on costs of labor and materials Generate quotes or estimates for customers Receive data and information in real time Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Automate processes to manage leads, contacts, opportunities and sales activities Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Track revisions and updates made to files and navigate between different versions Configuration of custom product parts by using 2D &3D visualizations Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (107) 4.4 Based on 107 reviews ## Pricing Value for money 4.6 (102) Free Trial Solo $28.00 Flat Rate,Per Month Team $48.00 Flat Rate,Per Month Value for money 4.6 (102) 4.6 Based on 102 reviews ## Integrations [ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Insightly](https://www.capterra.com/p/130671/Insightly/)[ Capsule](https://www.capterra.com/p/124041/Capsule/)[ Highrise](https://www.capterra.com/p/146703/Highrise/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (120) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (120) 4.8 Based on 120 reviews ## User reviews Overall rating 4.8 Based on 135 reviews Filter by rating 5(114) 4(17) 3(3) 2(1) 1(0) Mentioned topic Sorted by most recent AU Anonymous User Managing Director Facilities Services ### "Soild product. Highly recommend to small medium size businesses" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 3, 2025 Overall, it’s a fantastic solution for everyday quoting, and we already recommend it to other businesses. Pros We are very happy with Quotient. The API features and integrations with Xero, HubSpot, and Zapier make it a powerful tool for streamlining our workflow. The simple seat-based pricing is easy to manage, and we love the flexibility to customise quote templates. Cons One area for improvement would be design options—adding static photos and more creative elements would make templates more visually engaging. Also, Quotient doesn’t fully meet our needs for larger, complex quotes like tenders. We’ve explored alternatives such as PandaDoc for this, but it would be great if Quotient could expand in this area. Switched from [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) The previous was too expensive and was alot of fuffy, Quoteint is straight business Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SV Santiago V. CEO Automotive ### "Great service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 19, 2025 Great customer service, easy to use and clean interface. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MU Mitch U. Director Security and Investigations ### "Quotient simplifies sales" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 4, 2025 I've been using it for 3 years. I give it a 10 out of 10. Any support questions are answered quickly 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BD Boris D. Director Construction ### "Has transformed quoting for me!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 1, 2025 I have been using it for some time now and has transformed my quoting experience. I was using Xero prior to this and this is leaps and bounds ahead. Great way to make a good first impression. Pros Easy to use, great support, fun features. It has made offering options to my customers really easy. Cons Not a huge amount to report. Maybe a little more fine-tuning over the way pricing and calculation is done but this is very minor and doesn't sour my experience. Switched from [Xero](https://www.capterra.com/p/120109/Xero/) It was far too basic and didn't have any functionality. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CM Cameron M. Managing Director Construction ### "DI Sign Group 10+" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 15, 2025 I spend a large amount of my day quoting and this makes my life a lot easier. If I had to do the same in xero Id be pretty unhappy Id imagine Pros Very visual. Ability to add screen shots etc is a game changer The team are always on hand to answer questions or consider new features Cons Not much to dislike. The versions feature I find a little hard to follow. Could be a clearer way of doing this Switched from [Xero](https://www.capterra.com/p/120109/Xero/) Xero was very clunky as a quoting software and not at all visual Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EP ERin P. Sales Manager Building Materials ### "Quotient Provides an Easy Competitive Advantage" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 8, 2025 Quotient has cut the time that we spend quoting in half, and the customer experience is fantastic. This platform definitely helps us set ourselves apart from the competition. Pros Adopting Quotient as our quoting tool has been a game changer for our business. Building out the templates was really intuitive and our clients are still singing praises about the professionalism of the quote presentation. Cons Honestly, I don't have anything to note here. Switched from [Housecall Pro](https://www.capterra.com/p/140363/HouseCall-Pro/) The product was expensive, cumbersome and the presentation to our clients was underwhelming. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JS Jamie S. Managing Director Construction ### "Fantastic service, Quotient is the best ✅" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 4, 2025 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! 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MS Martyn S. Managing Director Construction ### "A must have for your business" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 2, 2025 Superb! Everything always works and it's an absolute gamechanger! 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! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ZB Zak B. Production Director Events Services ### "Best quoting tool out there!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 27, 2025 Very very impressed - really good tool for my business. 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! Switched from [Xero](https://www.capterra.com/p/120109/Xero/) Way more functionality and much better for my business which requires detailed quotes and proposals. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TH Tom H. Creative Director Design ### "Simple and efficient. Brilliant software." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 March 21, 2025 Quotient is excellent. It does everything I need, easily and simply and it makes my life a breeze. Pros I love the ease of use and how I can integrate everything into my pipeline. Cons Nothing at all. I'd like some extra reporting features but these may be added over time. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/131897/Quotient/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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