# Quotient Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Quotient the right Quoting solution for you? Explore 135 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/131897/Quotient/reviews --- Quotient 4.8 (135) [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 March 13th, 2026 # Reviews of Quotient Ease of use 4.8 Customer Service 4.8 ## Pros and Cons in Reviews 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 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 RB Rene B President and CEOHealth, Wellness and Fitness, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ July 29, 2024 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 135 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 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 MH Matt H. Director Environmental Services Used the software for: 1-2 years ### "Quotient is one of the easiest and intuitive quoting systems you can find. " February 9, 2025 5.0 Great; it's my go too software. Easy to use, customisable for your business brand, and has the ability to obtain signed acceptance at the click of a button. Pros One of the easiest to use and flexible quoting system which can allow you to obtain binding contractual acceptance at the click of a button. Formatting and customisation is great too. Should you have a problem the customer service is amazingly fast to respond with accurate and quick solutions. Cons I wish it had better connectivity with Freeagent accounting software; like it does with Xero. I also wish it had a project management and time keeping function which would allow those who dont have the need for deep project management software requirements a project management lite experience. Alternatives considered [Tradify](https://www.capterra.com/p/152413/Tradify/) Reason for choosing Quotient Its simpler and better and allows signatures to accept quotes Review Source CP Christian P. Founding Partner Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Best ever quote system" March 9, 2025 5.0 Could I just say that Quotient has been a lifesaver for us since we started using it. It is such an efficient and intuitive flow to use, and quotes are out the door in no time. Well done! Pros Ease of use, low cost, clean design, well thought-out flow. Cons None. It does exactly what it is supposed to do, not too little and not too much. Switched from [Insightly](https://www.capterra.com/p/130671/Insightly/) Insightly is too clumsy to use, jack of all trades. Review Source TH Tania H. Office Administrator Automotive Used the software for: 1-2 years ### "Fantastic Product!" March 7, 2025 5.0 Fantastic customer service! They always reply in a small timeframe and so helpful. Great at listening to recommendations on what could be add to future updates. Pros So easy to use and get quotes accepted, with all product information able to added to our quotes. Been a big game changer for our small business. Cons Could do with a few updates, but nothing major Switched from [Xero](https://www.capterra.com/p/120109/Xero/) Quotient allowed us to add more product information Review Source EP ERin P. Sales Manager Building Materials Used the software for: Less than 6 months ### "Quotient Provides an Easy Competitive Advantage" April 8, 2025 5.0 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 ZB Zak B. Production Director Events Services Used the software for: 6-12 months ### "Best quoting tool out there!" March 27, 2025 5.0 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 SM Sarah M. Office manager and kitchen designer Mechanical or Industrial Engineering Used the software for: 6-12 months ### "Wish we had started using it sooner" September 24, 2024 5.0 Practical and easy to use. I recommend it to anyone. Its easy to see how many of your quotes are being accepted also. Pros We are really enjoying using quotient, super easy to set up and best of all you can keep all communication with the customer attached to their job. its amazing. Cons If someone else sent the quote and it gets accepted, it only emails the sender. it would be great if we can put 2 email addresses in for responses so the office staff can set up the jobs. Review Source Response from Quotient October 3, 2024 Thanks for your lovely review Sarah! 😃  Happy to let you know that you can include extra email addresses to receive copies of accepted quotes. See Account Settings > Notifications, or this help article: https://www.quotientapp.com/help/receive-a-copy-via-bcc-of-new-and-accepted-quote-emails KF Kassaundra F. Owner-Operator Construction Used the software for: 2+ years ### "Best Estimate Software EVER!" August 13, 2024 5.0 It has been great. We absolutely love it! Pros We love how easy and straightforward it is. Being able to use Quotient for our estimates really sets apart from other contractors and our clients are always telling us how much they like the way our estimates look, how easy they are to read and that they love the "optional" option which allows us to make our quotes a la carte'! Cons I wish there was a way to delete quotes and for Quotient to connect to Wave for invoice processing. Or if Quotient had an option for sending invoices/receiving payments would be even better. I'd love an all-in-one program to keep things streamlined. 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 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 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 SA Satish A. CEO Business Supplies and Equipment Used the software for: I used a free trial ### "A persuasive selling format for Quotes" June 28, 2023 5.0 Good ! Pros Your app is absolutely perfect for small businesses like us where we don't just quote pricing, we use the app as a persuasion tool to present our proposal in a very convincing way to customers with product links, pictures, data sheet attachments to give the customer a complete experience of what they would get when they accept our proposal. Our customers just love the beautiful format of the quote they receive and it stands out amongst all competitors who use email, excel and other form of quotes to present the same proposal. Cons Pricing is too expensive for small businessIf individual items have different GST, summary should mention the line items that have a particular rate of GST, else unable to use the format in pdf when tax rates are different as customers want to see which line items has which rate of tax 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 DR Daniel R. Director Retail Used the software for: 6-12 months ### "I've been looking everywhere for a software platform like this. Amazing. " May 2, 2017 5.0 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. 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. Review Source MM Matthew M. Owner Used the software for: ### "The Competitive Advantage." August 24, 2015 5.0 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! Review Source BR Bruce R. Managing Partner Marketing and Advertising Used the software for: Less than 6 months ### "So Intuitive It Was Adopted Faster Than Any Other New Software We've Used!" January 17, 2017 5.0 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. Pros Easy, fast and complete Cons I suppose it could be easier to search for text items inside a quote... Review Source NC NELSON C. Pres Used the software for: 6-12 months ### "our sales team is able to efficiently & accurately send out quotations to our customers" May 1, 2018 5.0 Management control, efficiency, able to provide better customer service Pros very intuitive and easy to train our sales team to use. enables management to monitor status of quotations. great value for money. Cons probably the only limitation of the software is to be able to do bulk edit of records such as products, quotes, etc. but this is not critical to our needs Review Source DS Dave S. Ops Manager Used the software for: ### "Quoting could not be easier" March 23, 2016 5.0 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.