--- title: "Quotient Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Quotient the right Quoting solution for you? Explore 136 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/131897/Quotient/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-30" --- Quotient 4.8 (136) [View alternatives](https://www.capterra.com/p/131897/Quotient/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 30th, 2026 # Reviews of Quotient Ease of use 4.8 Customer Service 4.8 ## Pros and Cons in Reviews William S Managing DirectorFacilities Services, 51 - 200 employeesUsed the software for: 1-2 years. “The simple seat-based pricing is easy to manage, and we love the flexibility to customise quote templates.“ December 3, 2025 CM Cameron M Managing DirectorConstruction, 11 - 50 employeesUsed the software for: 1-2 years. “The versions feature I find a little hard to follow.“ April 15, 2025 PK Paul K Field SupervisorFacilities Services, 11 - 50 employeesUsed the software for: 1-2 years. “FOr our company, it has saved hundreds of hours of staff time that used to be spent generating quotes manually by automating repeated quotes with templates and offering a great interface for customizing quote content in a consistent and professional format.“ June 12, 2024 PK Paul K Field SupervisorFacilities Services, 11 - 50 employeesUsed the software for: 1-2 years. “That I didn't have it years ago. While we have used it for a year and a half, the time it took to generate a quote before then still haunts me. “ June 12, 2024 PK Paul K Field SupervisorFacilities Services, 11 - 50 employeesUsed the software for: 1-2 years. “Our time to generate a quote went from 4-6 person hours to a matter of minutes, and our number of quotes generated and contracts signed has increased dramatically. “ June 12, 2024 LM Lachlan M DirectorGraphic Design, 2 - 10 employeesUsed the software for: Less than 6 months. “Some contacts dont sync but I could be the problem..“ August 27, 2024 BC Brad C DirectorTelecommunications, Self-employedUsed the software for: I used a free trial. “Love the capability to embed documents, files, pics etc.“ February 27, 2025 RJ Rhett J DirectorBuilding Materials, 11 - 50 employeesUsed the software for: More than 2 years. “Major problem is when you want to move on to another app, then you lose all your data unless you keep paying the @29/month subscription, there is no bulk export function.“ July 3, 2022 ## Showing most helpful reviews Showing 1-25 of 136 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Nate F. Owner Graphic Design Used the software for: 2+ years ### "This is a great piece of software" January 17, 2020 5.0 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. Alternatives considered [ePRO Print MIS](https://www.capterra.com/p/99210/E-Pro/)[Streamline](https://www.capterra.com/p/89552/Streamline/) Reason 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. Review Source VR Verified Reviewer Managing Director Facilities Services Used the software for: 1-2 years ### "Soild product. Highly recommend to small medium size businesses" December 3, 2025 5.0 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 VR Verified Reviewer IT Manager Furniture Used the software for: I used a free trial ### "Quoting made easy" March 16, 2019 3.0 Quotient's customer service was great. The free 30 day trial allowed us to have a good test of the features and functionality we need. We really enjoyed the communication capture between quote person and customer. However, we found it lacking for complex quoting. If you have less than 500 items in your catalogue and you don't need complex pricing, Quotient would be a great fit. Pros Quotient has a very nice look and feel. Especially the quotes that get delivered to customers. Very nice presentation. When you send the quote to your customer, they get a link to a website. On the website, they can put notes against any quote line, change order quantity, etc. When you customer is ready to sign off the quote, they do it all electronically. All the correspondence between you and the customer captured in the quote and the quote revisions. Cons While the UI and customer experience is excellent, the administrative set up and usage lacks a lot of features. If you only need to quote basic items, it works fine. But if you have more complex quoting requirements, Quotient may not be right for you. - Product code - 30 character limit - Search is limited to looking for the beginning of a part code/desription string. If you are looking for a search term in the middle of a string, you won't find it. - Exporting data is not good. You can export quote summaries, but you cannot export at the quote line level of detail. (You can print to pdf, but you cannot extract the entire quote to csv). - You can set up multiple items with the same part code and description. Quotient does not protect against duplicates. - No functionality for quantity break pricing. Review Source RB Ryan B. Director Construction Used the software for: 1-2 years ### "Great system" June 29, 2026 5.0 Fantastic. It's improved our whole business dramatically. I love that we can have notes in each quote so everyone can keep track. I like that it just focuses on quotes and not a multitude of other systems like other products. Keeping it simple and doing it well is a good way to go. Pros Great for quote management and client interactions. I love that its separate from our accounting system. Cons You can't print off or create a pdf of quotes from a repeat client. Being able to bulk follow up with different email messages would be great as well Review Source BD Boris D. Director Construction Used the software for: 2+ years ### "Has transformed quoting for me!" May 1, 2025 5.0 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 CM Cameron M. Managing Director Construction Used the software for: 1-2 years ### "DI Sign Group 10+" April 15, 2025 5.0 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 MU Mitch U. Director Security and Investigations Used the software for: 2+ years ### "Quotient simplifies sales" May 4, 2025 5.0 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 MS Martyn S. Managing Director Construction Used the software for: 2+ years ### "A must have for your business" April 2, 2025 5.0 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 SV Santiago V. CEO Automotive Used the software for: Less than 6 months ### "Great service" May 19, 2025 5.0 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 JS Jamie S. Managing Director Construction Used the software for: 2+ years ### "Fantastic service, Quotient is the best ✅" April 4, 2025 5.0 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 BC Brad C. Director Telecommunications Used the software for: I used a free trial ### "Look no further!" February 27, 2025 5.0 Easiest quotation based program I've used, feature rich whilst still remaining simple and easy to use. Love the capability to embed documents, files, pics etc. Pros Fresh outlook, ease of use, feature rich and simple Cons Not much to complain about, nothing actually Review Source RB Rene B. President and CEO Health, Wellness and Fitness Used the software for: 2+ years ### "My thoughts on Quotient" July 29, 2024 5.0 Nothing but good things to say! Customer service has been awesome, the emails sent my way provide me with useful information, not just another sales pitch or special offer, and the pricing for what we get is perfect. A program designed for the big boys, but priced with the little guy in mind! -the initial set-up was easy -adding or removing price items is simple -dido for text items -quick glance on the margin you're making is very useful while working on a quote -collaborating with teammates is easy -knowing what quotes you have on the table, who you need to follow up with, and which deals you have won with just one click is awesome -being able to integrate with other programs we use on a daily basis was a bonus -the overall appearance of our quotes is like nothing else our clients have seen -being able to create and save templates for items or combinations of items we sell often saves us a lot of time What can I say...we love Quotient! Pros I think when it comes down to it, the last thing I need is the headaches that come with over complicated programs, that continuously try to upsell you, or strip away tons of features unless you dish out more dime. With Quotient, you get an easy to use program from start to finish, for a reasonable price. As an added bonus, you have the satisfaction of providing a final presentation you can be proud of. When I did have questions I couldn't figure out on my own, a quick and directly related response to my email is what I got. If I could say one more thing, it would be about communication. Not too little, and not too much. If there's one thing I find annoying, it's the daily BS emails I get with special offers, or useless information from most other companies. I don't get that with Quotient; the emails I do receive are pertinent to what I'm using the program for and help me save time, effort, and in the end, money. Cons In all honesty, I can't think of any cons when it comes to Quotient. Reason for choosing Quotient I was first introduced to Quotient back in 2018 when I started working for another company in commercial sales. When I set off on my own, it was a no-brainer to keep using Quotient for all the reasons noted above. Never even considered any other program! Review Source DK David K. Owner Computer Networking Used the software for: Less than 6 months ### "Quotient online quoting system has helped to increase our bank balance!" December 6, 2016 4.0 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. Pros Ease of use, quick and easy. Cons A little expensive for more than 1 user. Review Source Response from Quotient December 7, 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 MC Michel C. CEO Construction Used the software for: 2+ years ### "Costumer Reviews:" December 28, 2022 5.0 Pros I have a question regarding the Quotient reviews:The software send review requests?if so, how often and when this requests are made?How many times this request is sent to a clients?Is sent after payment is made or after sometime the proposal is approved.I just want to understand how this software is functioning on the back stage.Thank you. Cons Sometimes it freezes and won't save the work. Reason for choosing Quotient yes. Review Source SG Sam G. Director Architecture & Planning Used the software for: 2+ years ### "Great system" October 11, 2024 4.0 Almost perfect, but just needs a little more flexibility. Pros So easy to use, looks professional and has some great features. Cons The inability to tailor follow-ups for each quote, resulting in follow-ups when leads had already acknowledged receipt. Review Source PK Peter K. Owner Mechanical or Industrial Engineering Used the software for: 1-2 years ### "This Platform is a secret weapon" May 17, 2024 5.0 Simply the best! Doubled our sales and made out quotes the most viewed Pros East at setting Up. Sets your quote out in front of the others Interactive quote customers can ask questions on the platform Know when clients look at your price and how many times Seding follow ups till the sale is closed Cons I did not have it sooner!! Would like to change fonts and highlight text Review Source JP Justin P. Vice President, sales and operations Retail Used the software for: 1-2 years ### "Quotient. Just. Works." March 31, 2017 5.0 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. 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. Review Source CO Conor O. Director Internet Used the software for: 2+ years ### "The single most valuable tool for my business." March 6, 2017 5.0 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!) Pros Fast, easy, great value! Cons Errmmm. Will let you know If I find one. Review Source VR Verified Reviewer Used the software for: 1-2 years ### "Great app" March 6, 2018 5.0 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 Review Source HJ Harry J. Operations Manager Marketing and Advertising Used the software for: 6-12 months ### "Quotient rocks!" August 3, 2016 5.0 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. 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 Review Source LM Lachlan M. Director Graphic Design Used the software for: Less than 6 months ### "Well worth it" August 27, 2024 5.0 Pros Easy, does everything it should and well. Easy to give options and make templates. Cons Some contacts dont sync but I could be the problem.. Review Source KP Kathryn P. owner Architecture & Planning Used the software for: I used a free trial ### "PERFECTION" February 8, 2020 5.0 INCREDIBLY happy! So easy to set up and the perfect functionality for what we needed! Pros I have been trying and trying to find something that works well with Quickbooks online invoicing and Quickbooks Payments. All the CRM software companies want you to use their invoicing systems. It was so frustrating. This is SEAMLESS with QB!!! I love it!!! Cons I would love a little more design customization on the templates/forms. Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Quickbooks Online integration Review Source SK Sara K. Chief Innovation Officer Law Practice Used the software for: Less than 6 months ### "Easy to Set Up and Use" January 16, 2020 5.0 We use it for quoting legal services to clients and have enjoyed using it so far. Pros We started using this app for quotes for legal services about a month ago. We really like all the features and how easy it is to use and set up quotes and templates. We found several to choose from, and although this cost a little more than the others, we are pleased with our choice. Cons We've had some issues getting notifications of messages from potential clients. It's not clear on the site that there are pending messages and who on the team gets notifications of messages. Review Source AA Austin A. GM Construction Used the software for: 6-12 months ### "No Better Product for the Money" January 13, 2017 5.0 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. 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 Review Source SS Svava S. GM Entertainment Used the software for: 1-2 years ### "Quotient is Awesome" March 21, 2017 4.0 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. 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