# Page 3 | Quotient Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 # Page 3 - Reviews of Quotient ## Showing most helpful reviews Showing 51-75 of 135 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Technical Support Specialist Used the software for: 1-2 years ### "Quotient is amazing, quoting software!" June 15, 2018 5.0 Pros We appreciated the ability quotient has to sync with Quickbooks. Have a quote approved by a client and you can set it to automatically create an invoice or a quote within Quickbooks or Xero. Also, quotients will pull items from Quickbooks directly and just makes the quoting process really fast and easy. You can quote either a one time, cost or recurring items also which is great for subscriptions. Cons For businesses that provide a small number of quotes, the least expensive monthly subscription option, maybe too costly. If there was perhaps a pay as you go plan. We feel that more businesses would be able to take advantage of the amazing functionality and quotients for their needs. Review Source RJ Rhett J. Director Building Materials Used the software for: 2+ years ### "Locked In" July 3, 2022 2.0 Pros Easy to use and highly customisable, was handy to use Cons 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. Also if you change your business name all historical quotes get changed to the new entity name (even accepted quotes - leaving you without a legal contract. This has caused major issues for us Review Source DV Danny V. IT Manager, Consultant, Sales and BDM Information Technology and Services Used the software for: 1-2 years ### "Quotient review" January 27, 2017 4.0 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. 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. Review Source John L. K. Used the software for: 6-12 months ### "Awesome Service!" March 31, 2016 5.0 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! Review Source NM Nigel M. Producer/Director Media Production Used the software for: 6-12 months ### "Takes the chore out of quoting - so much so that it almost becomes fun!" February 2, 2017 5.0 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. Pros The optional fields. Cons Sometimes the autofill can catch you out if you have a few subtle variations in your text. Review Source Philisa N. Assistant Administrative Telecommunications Used the software for: 6-12 months ### "Best software for professional quotations" August 21, 2018 5.0 Pros I like the professionalism of their software and our quotations always come out from others Cons I like it that you can also choose colours because with adding logos most softwares have that,therefore there is nothing I like least about it Review Source GW Greg W. Partner Manager Information Technology and Services Used the software for: 2+ years ### "The best quoting software available" January 20, 2017 5.0 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. Pros Easy, simple, and clients love it. Cons Nothing I can think of. Review Source Graham K. President Environmental Services Used the software for: 6-12 months ### "Beware of significant pricing increases" August 21, 2018 4.0 No notice on pricing changes and got no response when I questioned the 50% increase Pros I liked the software and that it integrated with our CRM (Insightly). The setup was easy and pretty useful. Cons less than 6 months after signing up I got a 50% price increase with zero notice. If you are going to make this part of your business watch out as they can jack your pricing at will with no notice. I also did not like that they don't have a pricing structure for small businesses other than jumping in to double the price per license. Review Source WB Will B. Store Manager Retail Used the software for: 6-12 months ### "Quotient - Quotes made easy!" February 8, 2017 5.0 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. 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 Review Source KB Ken B. Manager Information Technology and Services Used the software for: 6-12 months ### "It Just works! " July 26, 2016 5.0 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. 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. Review Source RM Ross M. owner Machinery Used the software for: 2+ years ### "Changed my business" December 8, 2016 5.0 Truly a great product. Saves up close to 30min per transaction. Also offers great marketing opportunity. 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 Review Source VR Verified Reviewer Project Manager Environmental Services Used the software for: Less than 6 months ### "We LOVE using Quotient for bidding jobs!" April 4, 2018 5.0 Bidding jobs is so much quicker using Quotient. Pros The Quotient software is very easy to use, it integrates with our existing Quickbooks software, and is very well received by our prospective clients. Cons It does take a bit of use, and research before one understands the particular formatting options, and there are a few limitations to the product. Review Source Tara L. Teacher Cosmetics Used the software for: 1-2 years ### "Great to help keep track of customer conversations" January 3, 2019 4.0 Pros I liked how with Quotient it keeps everything in one place so I don't have to go back and look through multiple emails. Cons It took a little while to get used to how it worked. Review Source VR Verified Reviewer Owner / Graphic Designer Graphic Design Used the software for: I used a free trial ### "Good quoting system but a little on the pricey side" December 28, 2018 4.0 Pros Historically I have spent hours creating quotes for clients. I found with Quotient it's easy to create a quote quickly and track when customers receive, read and sign these quotes. Cons The search function wasn't powerful enough for me and I did find the pricing on the high side for what it is. Review Source Gareth T. Business Owner Marketing and Advertising Used the software for: 2+ years ### "null" November 1, 2016 5.0 Review Source TL Troy L. Business owner Graphic Design Used the software for: 6-12 months ### "Awesome product, awesome guys" February 17, 2017 5.0 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! Pros Creates a professional quote and helps win deals Cons Many times I've found it hard to navigate 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 JE Jonty E. Managing Director Business Supplies and Equipment Used the software for: 1-2 years ### "Help push my sales up!" July 9, 2017 5.0 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 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 MS Maria S. Business Owner Hospitality Used the software for: 6-12 months ### "Absolutely Fabulous" April 30, 2017 5.0 Smart Professional editable quotes that work every time in a fast fashionable manner. 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. 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 Reuben S. Solutions Expert Information Technology and Services Used the software for: 1-2 years ### "null" June 16, 2016 5.0 Review Source HL Hayden L. Owner/Operator Marketing and Advertising Used the software for: Less than 6 months ### "Makes quoting so much easier!" October 13, 2019 5.0 Quotient has made my life so much easier! Between spending less time quoting, and having better quotes that are more likely to convert, it's hard to complain. Pros Price quotes are a necessary evil in the web and branding design world. So many people want a price quote, but a quote doesn't always lead to a sale, so you don't want to spend all day on quotes. This software allows me to spend less time on quotes, and also creates quotes that are attractive, professional, and more likely to convert to a sale. Cons The price is more than using Google Docs or a simple free alternative; but hey, you get what you pay for, and the quality from this app is worth the cost. 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. Pros Everything Cons Ummmm .... Review Source TL Troy L. Business owner Graphic Design Used the software for: 1-2 years ### "BEST EVER!!!" October 2, 2017 4.0 Helps project professionally to potential clients Keeps all info in one place for easy access. Helps keep me motivated Pros It helps me will jobs. Overall it helps keep track of everything involved with quoting in the one place and it helps me professionally project to potential clients. Cons Sometimes I get a bit confused when trying to do some tasks. I sometimes get a bit confused around sending the cover email and viewing that cover once it's been sent. Review Source Similar Products Featured