Quotient

Online estimating and proposal software

Key benefits

  • Include Optional and Multiple Choice Items in your quotes. This gives your customers the ability to pick and choose while accepting – they'll even see the total price recalculate.
  • Create Content Templates for your different types of offerings. Templates make it even quicker to start new quotes from. Templates help to maintain consistency. Templates save you from having to remember what to include every time you quote.
  • Quotient quotes have an easy click-to-accept process. Your customers will love it!

How it works with QuickBooks

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.

Details

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

Information

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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

support@quotientapp.com
Online support:
https://www.quotientapp.com/support


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.