Quotient

Online estimating and proposal software

Description

Quotient is super-intuitive online estimating and proposal software that lets you create, send and manage your estimates. Integrate with QuickBooks Online so that your accepted Quotient estimates automatically appear as invoices.

Online quotes delivered by email

The magic starts when your customer receives an email with a personal-to-them link to view your quote.

Present your business in the best light

Include images, files and website links directly on your quotes. Being online your quotes will have a whole new level of engagement leading to greater success.

Questions and answers directly in your quote

Your customer can post a question directly on your quote. Everyone is instantly notified so you’re all on the same page, with a Q&A ‘paper trail’ staying with your quote through to acceptance.

Customers can accept your quote online

Accepting quotes online is easy, from any device. The “I accept..” checkbox must be checked before the quote can be accepted which gives you assurance that the deal is in fact going ahead.

Create professional looking quotes

In one easy step you can lookup a customer, give your quote a title, enter your products/services, some terms, save it and send. Easy. Or save time by starting from a template.

The heartbeat of your business

The dashboard is where you get to see what’s happening with your quotes. With beautiful interactive stats which present your sales performance in an easy to digest way.

Online quotes delivered by email
Present your business in the best light
Questions and answers directly in your quote
Customers can accept your quote online
Create professional looking quotes
The heartbeat of your business

Information

DEVELOPER
Quotient

LEGAL
Terms and Conditions
Privacy Policy

Free 30 day trial, then two easy to understand plans.


PLAN PRICE USERS DETAILS
One Man Band $20 USD per month 1 Suitable for 1 team member
Business Time $39 USD per month 5 Suitable for 2-5 team members. Additional team members $5 each per month.

The easiest way to reach us is by sending a request through our Online Help & Support.

Contacts

+64 7 974 4747
Online support:
https://support.quotientapp.com


FAQ

How long does it take to setup Quotient?
It only takes a few minutes to begin with our 30 day free trial. From there you can create and send your first quote. You can copy a quote to a template, making it even quicker to start your next quote from.
Can I have different quote templates?
Yes, you can build up a collection of quote templates for the different types of jobs/services you regularly quote on. Starting a quote from a template is as simple as choosing a template from the ‘new quote’ drop-down on your dashboard.
Can I customize the look of my quotes?
Yes, there’s a range of things you can modify so that your quotes look more inline with your brand, while maintaining that professional edge. You can upload your company logo, choose from a range of colors (for buttons and links), select a different font (for headings and body text) or choose your preferred quote layout.
How does the integration with QuickBooks Online work?
First you connect Quotient to your QuickBooks account. You can then enable invoices, so that invoices are automatically created in QuickBooks from accepted Quotient quotes. You can also enable “lookups” for QuickBooks customers and QuickBooks products/services – so that these can be looked up from within Quotient when creating new quotes.