Who Uses This Software?

Individuals and small businesses across a wide range of industries who require a system for creating professional quotes and managing them all in one place.


Average Ratings

79 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $20.00/month
    See pricing details
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Quotient
  • quotientapp.com
  • Founded 2012
  • New Zealand

About Quotient

Quotient is super-intuitive online quoting software that lets you create, send and manage your quotes. You'll save time and make more money with Quotient. Available 100% securely anywhere on the Mac, Windows and iPhone/iPad. Quotient seamlessly integrates with Zapier, Xero, QuickBooks Online, Insightly, Capsule, Highrise and MailChimp.


Quotient Features

  • Contact Management
  • Customer Accounts
  • Forms Creation
  • Pricing Management
  • Product Configurator
  • Proposal Management

Quotient Reviews Recently Reviewed!

Amazing easy system

Oct 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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

A seamless experience

Oct 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

BEST EVER!!!

Oct 01, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: Helps project professionally to potential clients

Keeps all info in one place for easy access.

Helps keep me motivated

Fantastic does exactly what it says on the tin ;)

Sep 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

Game Changer

Aug 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

Overall: Speed, customization, UX-perfection, integration with QBO

Very easy and efficient

Aug 17, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: Time saver

Very easy to use!

Aug 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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!

Overall: Saves time

Extremely well thought out software

Aug 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

Great Product

Aug 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Fantastic product with amazing customer support

Jul 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Super intuitive. Did not need much effort to train team members. This is the first time we are trying a cloud based quotation application system and really great to have found the right one immediately

Cons: It would be nice if there is an option to indicate where images will be displayed in a quotation. aside from this it is really hard to think of anything not to like about this software

Overall: Everyone on our team now is synced and our customers get quicker & more accurate quotations

Nice piece fun of software for your business

Jul 14, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I can see if a customer has viewed email and notified when job is won. I like the interaction with customers

Cons: There could be an inspector. This would be useful for margins, punctuation and underlining or bold for headlines

Overall: it keeps a greater insight to your quotes

Help push my sales up!

Jul 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Professional look and feel, my clients love the fact that they can accept the quote online without printing and scanning the acceptance

Cons: Can't send automatic follow up emails, it would be great if we could schedule automatic follow up emails

I've been looking everywhere for a software platform like this. Amazing.

May 02, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Love I can track from anywhere, anytime. I can send a large amount of follow ups which are pre-written to save time. Attach pictures of examples so my clients have previews of our products.

Cons: Nothing. Everything works exactly how I want it. The only thing I can think of that would be a great feature is online chat with the quote. As I think it could allows me to confirm quotes in real time.

Overall: Tracking emails and quotes. See who have opened them. Ability to modify the quote with easy and attach pictures predone to save time. Everything is amazing.

Absolutely Fabulous

Apr 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I like the simplicity and neatness of the software and how the quote comes to life and looks absolutely professional and that you can edit and review at any stage of the process. I like the fact the gentleman running the show are totally professional, smart and quick to respond to any questions you might have.

Overall: Smart Professional editable quotes that work every time in a fast fashionable manner.

Impressed, great system.

Apr 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use, Template power and ability to create templates on the fly. Customer acceptance of quotes greater than 60%, far higher than before I used this system

Cons: I would like the ability to have a downloaded copy of my data in the event of data loss

Overall: I have found a profound increase in sales since adopting this software for quotes. It has streamlined the process and with reuse or change quote to template, it saves allot of time. When I had a question or issue, responses were quick and accurate. I highly recommend this software. Being cloud based it also makes it easy to work from multiple locations and change a quote in front of a customer and they have the copy for approval in seconds. I look forward to more updates and features in the future.
Thanks for simplifying my ability to provide quick quotes to my customers.

Mitch

Amazing APP - try it now!

Apr 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: easy to use

Cons: nothing

Overall: This is by far the best solution I have ever used as far as quoting is concerned.

Clients love it, staff loves it and my quotes are getting accepted.

Easy to use, integration is seamless..

What's not there to like???

Thanks guys.. keep up the good work

Recommendations to other buyers: no

Easy to start using.

Apr 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Simple to use

Cons: Nothing so far

Overall: I was looking for a online quoting system that didnt take a week to learn. Quotent only took me 5 minuets.

Recommendations to other buyers: No

Quotient Lifesavers

Apr 04, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have recently integrated Quotient into our daily routine and have to say that it is one of the simplest and easiest yet beneficial solutions we have used. We are looking to remove our current CRM system and will be looking to use Quotient as the replacement.

Excellent/Simple software by far

Apr 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I want to note that I have given customer support a 5 -star, yet I have not used it. The functionality is simple and very easy to use. I have used Invoice2go in the past, which is also a great product..but this is better.
here are my reasons:
Quotient is even easier to use
the options available while placing the quotes is far superior
this seamlessly goes hand in hand with xero - Instantly! as soon as the quotes accept button has been clicked, it automatically shows up in xero in the draft invoices. from there its one click, and its sent. no need to retype the invoice to match the quote.

I really like invoice2go, but I wont be going back. This is a superior software in my line of work.

regards.

Quotient. Just. Works.

Mar 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: It's simplicity, it does what it supposed.

Cons: I haven't found any, cons are based on expectations not being met, I wanted a tool to help me efficiently prepare and deliver quotes. It does that beautifully. No cons here.

Overall: I have been a user of Quotient since October of 2015. From day one I have found this to be a fantastic tool. I feel strongly that tools should make me more productive and allow me to produce better quality work. Quotient checks all the boxes. Quotes are an everyday part of my work, I have used documents, spreadsheets, database tools, all of them leave something to be desired. With Quotient I can generate an attractive quote in minutes (sometimes seconds!) I can see if the client opened it, follow up if I need to, and all the while the tool is tracking my successes and failures. If only I could get the rest of my business software to be this easy. I love simple! Simple is Hard! Thank you to the Quotient team to making one aspect of my business simple.

Recommendations to other buyers: No, it's so simple, if you've ever drafted a quote in a document you will be able to use this software.

Best out there

Mar 28, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: very clean and professional looking layout

Cons: Would like to be able to add options under each individual item. For instance I sell travel, would love to be able to add different room categories instead of making a duplicate item. That can get a bit confusing.

Overall: Very useful for my travel business. One of the only services of its kind that allows you to add photos and links easily. The layout is very clean and professional. It would be perfect if it had the ability to accept payments and signatures but that is just me dreaming. Still the best on the market!

Recommendations to other buyers: There is a service called invoicely.com, if this service were to include the same accounting functions as invoicely it would take over the travel agent market. Just a tip... keep up the great work!

Quotient is Awesome

Mar 21, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Everything

Cons: Ummmm ....

Overall: I love this app. Of all the software that we've switched to in the last few years - & that's a lot - Quotient is the friendliest & has had the most impact on our business. It's a joy.

Recommendations to other buyers: No

Quotient is ACE!

Mar 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: ease of use and great for audit purposes

Cons: nothing as yet

Overall: In our sector, we generally struggle to get our Clients to 'sign & return' fee proposals. Since using Quotient, our acceptance & return rate has increased considerably.

Recommendations to other buyers: no

CHEAP AND EASY

Mar 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Flexability - quote from my smart device.
Quote options- editable quantities, multiple choice, discounting the quote or each line.
Simple to use.

Cons: I didn't invent it!

Overall: We are expanding our sales team and our current quoting software was not mobile, didn't integrate to our CRM choice. THIS IS AWESOME! I can give options rather than send three different quotes it communicated with my CRM. IT DID NOT BREAK THE BANK!

THANKS GUYS and GALS!

Recommendations to other buyers: TRY IT!

The vital missing link between a lead and a client

Mar 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: The user-friendly interface allows for a quick and simple way for our clients to accept their quote.

The single most valuable tool for my business.

Mar 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Fast, easy, great value!

Cons: Errmmm. Will let you know If I find one.

Overall: I run a small digital agency in Ireland. We provide quotes for website and digital services to new clients. Quotient has allowed me and my business to appear really professional to business customers. As we do more quotes- quotient learns our most used products and packages and creating quotes becomes faster and more efficient the more we use this tool.

Hand on heart - this is the simplest, most effective on line software for quoting. (Oh, and it connects with my accounts - xero. Although I don't really use that function. But that's my problem - I will soon!)

Recommendations to other buyers: The more you use it - the better it gets.

What a time saver!

Feb 23, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: We've really adopted Quotient quickly and have used the templates function to quickly build quotes, include blocks of standard text, that display like mini-proposals.

Three of us have been using it during the past couple of weeks and have quickly got to grips with it. We are now really confident in rolling out to our team, confident that they will produce consistently high-quality quotes. We know they are going to love it.

We have used the support function to ask advice and the response was quick and helpful.

Awesome product, awesome guys

Feb 16, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Creates a professional quote and helps win deals

Cons: Many times I've found it hard to navigate

Overall: I'm a big fan of the quotient product it's the perfect solution for my business and I feel proud to deliver professional quotes such as these to my potential clients. The platform has many great features that i'm sure have helped me win a few deals. At times I've found it a little confusing to navigate but after hitting the help section I always seem to work it out. Definitely, the best part of my experience with this company has been the kind service they have provided. for example when i first was thinking about joining I was extended an extra month. Just now I have been working on a start up so I haven't used the product for a while, for some reason I missed the monthly payment emails and my account was suspended rightly so. I received a personal email by one of the founders asking why I was no longer a customer. long story short he kindly reactivated the account and gave me a months credit. Great service if you ask me!!! Thanks, Guys!

No Autosave

Feb 13, 2017
5/5
Overall
5 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Value for Money

Comments: Please be careful as I have been caught out twice whilst putting together a complex quite, the save feature does not work, you then get the auto log-in, but at this point you loose everything on the quote you are working on.
This is not a criticism, just want to give everyone the heads up. Cut and paste is probably better.

Fantastic system

Feb 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: the support has been awesome, very simple to use. Love the activity log.

Cons: Autofill, by code. This feature needs some work. Often the quotes don't get passed the clients spam filters.

Overall: We decided to look for a cloud based quoting system to ensure a professional look, and enable easy access for all team members. Quotient has proven life changing for our team. So easy to use, and so professional! Much better than tricky spreadsheet based quotes. I love that any team member can access any quote, from anywhere.

Quotient - Quotes made easy!

Feb 08, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use and storage of customer/product details

Cons: When you edit a quote, you cannot view the old edition, which would help to show a customer the difference between the original and new quote

Overall: We have been a Quotient customer for over six months and it has completely sorted out our organisational issues. A new member of staff can learn how to use it so quickly due to its intuitive nature. Having a central app that stores all the details of customers and products makes life so much simpler. The old system had us searching through each others' folders for client information which could be both irritating and time-consuming. We are also able to keep track of the percentages of quotes accepted and various other helpful statistics through graphs and charts. We definitely recommend this software highly and have used it daily since we installed it.

Takes the chore out of quoting - so much so that it almost becomes fun!

Feb 01, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The optional fields.

Cons: Sometimes the autofill can catch you out if you have a few subtle variations in your text.

Overall: I used to hate quoting. Opening Excel, reminding myself of my current costs, adding mark-ups and then writing the whole thing out in Word. PDFing the document, emailing it to the client and then chasing them up if you haven't heard back. A time consuming chore.

And what a difference Quotient has made. Easy to set-up templates, customisable with a few design options, professional looking, auto-fill fields (which can be a bit of a nuisance sometimes, to be honest), a great dashboard and you can see when quotes have been opened. Plus you're reminded to prompt clients if you haven't heard a response and there's a digital fingerprint if the quote is approved.

But for me, the best feature is that you can add in optional items that the client can choose to select/deselect with the quote automatically recalculating accordingly. This feature alone has saved me hours as a lot of the jobs we do have a number of options. Overall, a great product.

Quotient review

Jan 26, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use. Visibility . Tracking. Templates. Sales made. Follow ups. Text items. Notifications for various staff.

Cons: It would be good to have things in price items like a hidden notes, so others can see workings out, or why a special discount was applied.

But the biggest gripe i have is, not being able to search for a price item by any word in its description. You have to know what the price item starts with to add it.

Overall: Quotient has provided us with huge efficiency gains and visibility for our quotes. We trialed various quoting software packages and quotient fulfilled the majority of what we were looking for. Quotes are much quicker now and they look more professional, we have visibility on the status of the quote, its aging, conversion rates, sales made, whether it's been opened and conversations are kept relevant to that quote instead of in an individuals email box.

The best quoting software available

Jan 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy, simple, and clients love it.

Cons: Nothing I can think of.

Overall: We moved to Quotient in 2014 and have loved every moment of it. From the first day using it when we had to add items and create templates, we knew this was going to be the one. So simple but so powerful. Then, throughout the next 2 and a half years, the Quotient team have delivered all the best features that are well thought out and easy to use. Often these new features we didn't even now we wanted until they were launched and now we don't know how we ever lived without them.

Sending quotes is now, almost embarrassingly quick where we have to wait before we click send as it seems to fast to have written the quote and sent it.

The analytics, stats, and information you can get out of Quotient are really helpful for planning and the live tracking of opens and re-opens is great.

I'd recommend Quotient to anyone who wants to speed up their quoting process and impress potential clients with their professional and innovative quotes.

So Intuitive It Was Adopted Faster Than Any Other New Software We've Used!

Jan 16, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy, fast and complete

Cons: I suppose it could be easier to search for text items inside a quote...

Overall: I was expecting a big fight, as almost always happens when we try to introduce something new to replace an existing software that everyone already knows how to use. (Even if they hate it, they are loathe to leave it.) This was so easy, training took all of 5 minutes and everyone started using it right away...and loving it.

It seems like whenever we 'wished that it did something' that we want, we just take a look at it again and realize that it already does it.

I don't know how they manage to meet all our needs and still make it so simple to learn and use.

No Better Product for the Money

Jan 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customization, easy to use, printable, presentable

Cons: Not able to easily "duplicate" items... but this can be done by creating your item library for commonly used SKU's

Overall: We are a high end kitchen & bath showroom and deal with very unique products and services and this has been the only product that's well structured enough to create something simple, clean and presentable while still offering the customization we need with every order.

Quotient Estimating App

Jan 05, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Quick to start/learn, linking to our QBO account

Cons: Lacking in depth reports

Overall: Just started using Quotient. Have linked it with our QBO account so when an estimate is accepted & invoiced, it is sent to QBO. I am used to a more complex Construction Estimate Program that provides more detail & better reporting, but Quotient is growing on me.

Quotient - Awesome program!

Jan 05, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, priced right.

Cons: Wish it grabbed addresses from my contact manager software

Overall: Could not be happier with this program. Five stars in everything,
ease-of-use, functionality and great value for the price.

QUOTIENT APP

Jan 02, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: QuotientApp is a great estimating and proposal system.

There are 4 features that I like the most about the Quotient app:
1) Ability to set a template
2) You may upload pictures next to an item line.
3) You can write proposals even from your smartphone.
4) You can see when a person has viewed your quote.

These are 3 things I believe could be improved:
1) Ability to accept payments.
2) Ability to use more than just one logo.
3) It is nice if I could connect it with QuickBooks, and if I could send invoices off of it once the quote is accepted.

Changed my business

Dec 07, 2016
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Professional layout, great database and easy track record on follow ups. Statistics also great feature

Cons: To not be able to add the contact number at first +new contact opportunity

Overall: Truly a great product. Saves up close to 30min per transaction. Also offers great marketing opportunity.

Recommendations to other buyers: Can one also have stats on different users separately?

Quotient online quoting system has helped to increase our bank balance!

Dec 06, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use, quick and easy.

Cons: A little expensive for more than 1 user.

Overall: I recently started using the Quotient online quoting system after I was introduced to it by my brother. I immediately started using it. The very first quote I did was accepted and I was so excited!

I have used it ever since and the more I use it the more I love it. In my business, we service and support small to medium sized business for all the IT needs and these days you have to be very quick and on the ball with quoting.

The Quotient online systems make this very easy and extremely convenient since you have all your quotes in one place, you can also create templates from your quotes as often you like. We will be quoting different customers on the same solutions. Also the fact that you can very easily show the spend split on a quote between once off charges and monthly re-accruing charges is just perfect for our quotes.

The other nice features are the ability for the customer to be able to view the quote online, which means that the customer will essentially be able to view the quote on any device, like a mobile phone or tablet and not just his PC/Laptop, so there and then the customer is able to make a decision and accept the quote online as well, after which we immediately get notified.
This in its self also allows for a much quicker turn around time for us in terms of the admin side of the process since we are then able to immediately issue invoices and collect any payments or deposits due, before starting any new project for a client. In the long term, this assists us great in managing our cash flows, especially on large projects.

There are many other useful features, like the ability to put in the cost prices on quoted items and set a default markup percentage, which can the be adjusted per line item on the fly if required. Same stock items from different templates will also link up in database style list so that you are able to simply type in a stock code and if it has been used before it will come up. However, I do feel that the ability to be able to import a list of stock items with the required fields is a feature that is not yet available and I am hoping that the developers will take this into consideration eventually and implement this type of functionality.

All in all a GREAT find in terms of a "cloud-based" quoting system and ideal for any company that is on a cloud migration strategy to move as many daily business functions into the cloud space.

Vendor Response

by Quotient on December 06, 2016

Hi David, Thanks so much for your amazing review. You've really made our day! :) Just to let you know that imports (for your stock items) has been released just this week! More info here in Help & Support: https://support.quotientapp.com/hc/en-us/articles/204220534 Feel free to contact us if you have any questions about this. Cheers Nathan

Why No Predictive Search

Sep 15, 2016
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: easy to use,

Cons: predictive search, not has a native app (only via mobile browser)

Overall: The program is great and very easy, but if you have many products/items then the predective search is only work on the first word.

EXample - if you have an item call "Kitchen Yellow Cup" , assuming you remember that you need a cup, you then type C but your CUP will not show up, The search results only will show the first word.

Vendor Response

by Quotient on November 21, 2017

Hi Josh, thanks for the review! Just to clarify, with the predictive search you can search by any word (not just the first) when looking up Items. See more detail here: https://www.quotientapp.com/help/item-lookups-for-use-in-your-quotes Let us know if you have any more questions around this.

Fantastic, so easy to use

Aug 10, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: So easy to use!

Cons: There really isn't many cons to using Quotient.

Overall: We spend a lot of time quoting daily. Prior to using Quotient we tested our some CRM's with a quoting capability but nothing offered us a simple, quick and efficient way of quoting.

Recommendations to other buyers: At first we weren't sure that Quotient was going to work for us because we didn't need to send out quotes directly from the system to the customer, so after some critical thinking, we figured out a way to adapt ourselves to using it and vice versa.

An online price quoting tool that is everything you need and nothing you don't

Aug 10, 2016
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Simple setup
Professional templates
Easily configurable for different proposal types
Brilliant customer service
Excellent value for money

Cons: Not designed as yet for large scale sales teams.
Would prefer a digital signature system over ticking a box to accept a proposal.

Overall: Quotient is all you need and nothing you don't for online client proposals.

We assessed several online proposal platforms, dismissing them one by one as complicated, over featured, time consuming to configure.

Then we found Quotient and haven't looked back.

Recommendations to other buyers: I highly recommend this proposal software for small businesses engaging in regular client proposal. Many other platforms have more features but that added complexity is not worth it. Quotient is all you need and nothing you don't making it a pleasure to use. Quotient has definitely made our company proposals more professional, more timely, more accurate and with the sales options activated we are gaining upsells we didn't get before.

Quotient rocks!

Aug 03, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Price
Functionality
Styles
Integration

Cons: Needs more integrations!
Slack integration "Quote accepted hoorah!"
More CRMs - Pipedrive !!
Recurring product support in xero would be awesome as well

Overall: We looked at a range of different quoting tools, our considerations where - Ease of Use, Integrations and customer experience.

Quotient ticked the boxes with all of these. We hooked it up to Xero and pulled through our product sets. Created template quotes and styles to match our brand. We've even A/B tested our accept quote button!

The automation of quote -> xero makes things a breeze and our sales team can get quotes out to customers in minutes rather than hours.

Recommendations to other buyers: If you want a quick solution to getting more quotes accepted, look no further than Quotient.

Quotient Experience

Jul 31, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use and intuitive

Cons: On occasion, quotes were misplaced due to overly aggressive spam filters.

Overall: I started using Quotient as a start up business and found the system very intuitive and easy to use. What's more, is that quotient gave me the edge over competitors who were not using an online system to generate quotes. My quotes came through to clients looking professional, gave me an efficient way to track sales and communicate with clients after the quote had been sent out. Customer support are amazing and were able to answer any questions with ease, responded very efficiently and were always very friendly.

It Just works!

Jul 26, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Monthly recurring option is something so many quote tools miss.
Annual Billing options
Options in the quotes to show more to the client and potentially up sell
Xero Intergration- right to invoice
Auto or Manually Margin Calculations for a business is a must( you can drop your buddies excel calculations sheet from high school )
Price point

Cons: none to mention as it meets the need.

Overall: We found this solution to be spot on and very easy to use. We think that the application is simple but has stretch technologies for growth. the support was timely and friendly which make any software experience better. Over all this is a great application.

Recommendations to other buyers: This application is also affordable and can save you time with proposals. The cost makes up for it the first proposal out the door. Check this one out and you will be hooked.

Simply GREAT

Jul 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use, utility, reliability.

Cons: Would like to be able to do a little more editing for my quotes.

Overall: It has been an excellent experience using this program. It has truly been an asset to our business. We will absolutely recommend.

Fantastic and very easy to use!

Jul 05, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like the layout of the quotes

Cons: I found it hard to delete unwanted emails

Overall: So far so good, seems easy to navigate and to setup quotes is also easy I would recommend this product to anyone looking for a professional looking quote system

10/10 Exceptionally Good

Jun 30, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Interface
Easy
Quick

Cons: Integration with HubSpot would be great.

Overall: If you want to prepare your quotes easier, faster and simpler, this is the app you need. We are using it for the last 3 months and we no longer need to create, copy/paste, export, send the quotes - this app does it all for you. The customer service is also exceptionally great.

Authentic and hard working

May 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Every now and then, a team of talented individuals align their technical skill with a genuine desire to help those in need. If your looking for a mobile optimised tool that enables you to deliver elegant quotations from the palm of your hand (or desktop), backed by authentic good-old-fashioned customer service at a fair and heart warming price, Quotient is for you.

Awesome Service!

Mar 31, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I was using a Word document to send quotes to clients and realized my conversions were very low. I then started shopping for a service that would be affordable while still looking professional. I tried Quotient and was hooked! It is the most simple, effective, and affordable quoting service I have ever used (and I tried many of them). Using them has increased my conversions and has allowed me to track my quotes much easier! A+ service and product! Community Response Systems (www.communityresponsesystems.com) is a proud customer of Quotient!

Pros: Simple and easy to use. Looks professional to send to potential clients!

Cons: None. I feel the program is simple enough to use. I believe drop down options for the same package with different payment terms would be helpful. Either way, I'm very impressed with how it currently operates!

Awesome, Easy, and Affordable!

Mar 31, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I was using a Word document to send quotes to clients and realized my conversions were very low. I then started shopping for a service that would be affordable while still looking professional. I tried Quotient and was hooked! It is the most simple, effective, and affordable quoting service I have ever used (and I tried many of them). Using them has increased my conversions and has allowed me to track my quotes much easier! A+ service and product! Community Response Systems (www.communityresponsesystems.com) is a proud customer of Quotient!

Quoting could not be easier

Mar 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I just wanted to say how incredibly easy this program is to use. Up until now we¿ve just had a huge filing cabinet filled with quotes that were never followed up on. Just a black hole of potential money.

Quoting with Quickbooks takes far too long to build an item list and it's not worth the time if your customer is just scoping out a price. Just fill in the project scope and a price and you're all done. Detailed Invoices can come after once you've got the job and it's worth itemizing.

I have two guys here who are about 2 years from retiring who picked it all up after sending out about 3 quotes.

Since we started using it in late February we¿ve sent out over 150 quotes. And we can easily see our conversion rates and who we need to follow up with. A big recommendation for us.

How did I do business without this?

Mar 14, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This product has revolutionised my business in all seriousness. My quoting skills grew out of excel spreadsheets and was haphazard at best. Too many pieces of information floating in my head - 'if this happens then this cost applies but not always' kinds of stuff. Errors were costing me money and my confidence was smashed.

I now have 5 quote templates, with every scrap of information from my head listed in there. Instead of building my quotes up, I now delete my quotes down, taking out all items that dont apply. Quotes take minutes and with no stress. They look professional, and being itemised gives my clients confidence that I know what Im talking about. The errors are over.

Love it love it love it

Very easy to use ... and our customer get it!

Mar 07, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The software makes sense. Our customers are happy to sign-off on our quotes which means business for us. The search feature is great ( type a persons name , company name, or key word ) and you get instant contact details. I can create quotes quicker than before and get on with other things. I'm enjoying the new ' customer follow up feature'. Following up with customers is something that we all know we need to do, but sometimes get too busy, so it's a quick way to stay engaged.

Terrific product

Feb 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Makes our life so easy delivering template quotes and securing agreements with our enterprise customers in Australia and South East Asia all online with minimum fuss. Presents us in a super professional way to our partners. Great work. Thanks.

Simple yet powerful

Feb 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have tried a number of different proposal apps but they all seemed so cumbersome and time consuming. This is not the case with Quotient.

It is so easy to use, my customers seem to like it and understand how to collaborate with me on the quotes I send and I couldn't be happier with the solution.

Super System - quick and easy to set up and use

Feb 15, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Love this system. Really saves me time, after the initial inputting of data.

Love the fact that you can add photos so easily, and then PDF documents also. Template set up is so straight forward and has probably saved me hours / days compared to the old system I used.

Support are always quick to reply and sort issues if there are any. They also go over and above in making suggestions on how best to optimise their system.

Always room for improvements, but these guys seem pretty responsive to suggestions...

I would highly recommend.

New Follow Up Option is Brilliant and has Lead to New Orders Instantly!!

Feb 14, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Hi Nathan

I would just like to Thank You for the latest update. I have sent about 80 follow ups this morning and in 2.5 hours so far I have had about 4 orders, 4 responses thanking me for following up and advising that they have found another option or not ready yet. And some who said they must have missed the original email. As I am typing this I am receiving more emails.

Brilliant and so easy ¿ Thank You

Great quoting system

Feb 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Quotient is an awesome application. Lightweight and user friendly, it has made our quoting process much more streamlined. The dashboard and business information is helpful as well. Being able to modify a quote without resending to the customer, and full integration with many accounting and crm software really has helped us out.

Also, whenever we had issues, the customer service was top notch. Within a few days, they found the issue and repaired it!

Awesome product

Feb 06, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Extremely easy to use. Was sending out "the first day.

Wow. Quotient's staff really goes above and beyond!

Feb 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Wow! The support staff really went above and beyond to make sure the settings on my server were correct. Not only did they tell me how to fix it, but they checked my work and saw that it still wasn't just right, and they reached back out to me to clarify. Thank so much guys! Keep rocking!

Absolutely brilliant!!!

Nov 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Finding and then using Quotient has made my life so much easier especially with the pop-up graphics to help illustrate the various offerings we have - very neat and so simple to use!
Not only this but it has saved me time - lot and lots of time. The feedback from my customers too is that the quotes are really well presented and much easier for them to understand. As so the conversion of quotes sent is fairly immediate - then onto the next...! Job done!!!

So good... changed everything for us

Oct 31, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Previously we used to reply to online quotation submissions via email... needless to say Quotient has changed that for us.

I cannot find a better value product anywhere. In fact, I've really stopped thinking about it.

The staff at Quotient are available easily via email and once I even phoned them in the office... always helpful.

They are even polite enough to entertain random suggestions for future developments, no matter how terrible.

Seriously though this has changed our business allowing easy follow ups to customers and quote tracking.

Powerful and simple quoting software

Sep 28, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: A big thumbs up for Quotient!!!

After using a number of other quoting software's in the past we found Quotient. We haven't looked back. 10/10 for support and 10/10 for ease of use.

We love the clean and simplistic interface and the support has been excellent. Best of all we can get quotes out fast!

We also use Insightly to manage our contact data base and XERO for invoicing. These two applications tie perfectly into Quotient.

Cheers
Tony

excellent software

Sep 15, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: If these guys made beer it would probably be the tastiest beer around. But instead they make bloody great quoting software that gets jobs accepted. Well done.

Great Product

Sep 07, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Allows me to focus on the customer and speeds up quote process brilliantly!

great product!

Aug 27, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Quotient is a great product and easy to use... and best of all Nathan is very responsive to input and questions. Don't you just love it when things just do what they are supposed to? :)

Anthony Fleming
www.anthony-fleming.com

A fantastic app!

Aug 24, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Well done chaps ¿ you¿ve developed a fantastic app. Been using the free version for a week and we will 100% be signing up for a 5 user license.

Simple, intuitive and very effective. Again well done!

The Competitive Advantage.

Aug 23, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I love Quotient. I knock out estimates faster than I ever have and our acceptance rate has jumped to over 90%!!! The ability to add images and PDFs to items on the estimates allows my quotes to include enough information for the customer to make a decision without calling me multiple times with questions. Hyperlinks become clickable in the estimate, so my clients can get even more information if they need it. Having the quote calculate my profitability makes calculating discounts much easier and is adding years to the life of my calculator. The biggest advantage of using Quotient, however, is the ability to mark quote items are required, recommended, or optional. This is, what I believe, the feature that has increased our close ratio the most. We no longer scare clients off with big estimates, but we allow them to add on the features that matter most to them to increase the estimate to match their budget.

Support has also been great, quick and with relevant information.

Of course, nobody can be completely satisfied. Here is what I still want at some point in the future:
Freshbooks Integration.
Multiple choice item that allows client to choose only one item.
Agile CRM Integration.
Ability to add all contact details at creation of estimate.

Thanks again guys!

Perfect Quote Solution

Aug 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Been using Quotient for 3-4 years. At the time Xero didn't have a decent ability to send quotes effectively and although they've introduced some functionality, Quotient still beats it hands down. Much like Xero it¿s just an app that doesn't get in the road, which is important. Raising, drafting, editing and sending quotes is simple, intuitive and best of all helps make our business look professional. We often hear from clients one of the reasons they accepted our quotes is from start to finish we were more professional. Quotient helps us achieve this!

Quotient Rocks and nothing else comes close. End of story.

Aug 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We use Quotient for engaging our clients with feature-rich quotes. Our customers can engage us via Quotient by making comments, selecting or deselecting tasks that they want or don't want included in their quote. We can even upload pictures and documents. Even great systems like Xero (with their own Quote system) can't do what Quotient does. It's the reason we stuck with Quotient -- they do one thing amazingly well. 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! It's super-intuitive to use. You'll be up and running in minutes. Seriously.

Pros: Really easy and intuitive system. Get started and master the system in minutes. Really powerful, easy-to-use features that help you lift your game. This system makes you look good! Great cost for what you get. It's a no-brainer. Beautiful user interface -- we actually enjoy using Quotient. How many apps can you say that about?

Cons: They're just too nice. Seriously, no cons that I can think of.

Quotient rocks. It's super-intuitive and lifts our game.

Aug 10, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We use Quotient for its feature-rich quote abilities. Our customers can engage us by making comments, selecting or deselecting tasks that they want or don't want included in their quote. We can upload pictures and documents. Even great systems like Xero (with their own Quote system) can't do what Quotient does. It's the reason we stuck with Quotient -- they do one thing amazingly well. Their customer support is incredible. If you want the best quoting system, and to win more business, sign up with Quotient! It's really intuitive to use and you'll be up and running in minutes.

Quotient gives me an edge

Aug 05, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Using Quotient saves me so much time. Now when i receive a lead, i capture the details and prepare the quote before even turning up. I then just add quantities and before i leave the customer I have sent the quote to them. I have also added supplier product brochures and images, so the customer has everything they need to know. We are strict on having acceptance prior to any work commencing. When the customer accepts the quote, I receive an email and also our installations team, who then simply takes over from there. Not only this it is sitting in Xero as a draft waiting to be invoiced. Done, Simple, Easy, Efficient, Professional and affordable.

Oct 18, 2017
3/5
Overall

Nov 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Jun 15, 2016
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Jul 23, 2015
5/5
Overall
5 / 5
Ease of Use