Quotient Software Reviews

“Great software with great features

Pros

The ease of use and flexibility really shine in Quotient, plus the client-facing experience is top-notch.

Cons

Honestly nothing really comes to mind, it's a great product overall.

“Excellent system

Pros

Super user-friendly, looks professional, and the features are spot on.

Cons

The issue of not being able to customize follow up reminders for each quote especially when leads have already acknowledged receipt, could use some attention.

“Simplifying my quoting process

Pros

Creating a quote with lots of options? Easy peasy.

Cons

I wish there was an option to display a logo outside of the quote modules.

“Wish we'd started using this earlier

Pros

We're really loving Quotient! It's so easy to set up and the best part is keeping all communication with customers attached to their job. It's been a game changer.

Cons

When someone else sends the quote and it's accepted, only the sender receives the email. It would be super helpful if we could add multiple email addresses for responses especially for office staff to set up jobs.

“Makes creating presentations easy

Pros

The simplicity and ease of use make it perfect. It's not too complicated and it lets you build out quotes easily, no matter how detailed.

Cons

One downside is that Quotient doesn't handle quote-to-invoice conversion or payment collection directly. While you can integrate with Quickbooks, it would be more efficient for us if Quotient could manage estimates, invoices and payments within the platform. Also, more advanced "either/or" scenarios for product options would be great for handling additional services.

“Really a standout tool

Pros

Quotient offers simple templates and integrates smoothly with other platforms to make everything more efficient.

Cons

A better reporting system for comparing sales and tracking changes would be beneficial. The cost might also be a concern for new companies going through a transition, as they might question the value of incorporating it into their operations.

“Definitely worth it

Pros

Its simple, gets the job done and works well. You can easily offer options and create templates without any problem.

Cons

Some contacts don't sync properly but that could be an issue on my end.

“The best estimating software ever!

Pros

We really love how easy it is. Using Quotient for estimates makes us stand out from other contractors, and clients always compliment us on how professional and easy to read our estimates are. Also they love the �optional� feature!

Cons

I wish there was a way to delete quotes and for Quotient to integrate with Wave for invoice processing. An all in one solution for invoices and payments would be amazing.

“Perfect software for us

Pros

At the end of the day, the last thing I want is to deal with complicated programs that keep trying to upsell you or remove important features unless you fork out more money. With Quotient, I get a simple, easy-to-use tool from start to finish, and it comes at a reasonable price. What's even better is the satisfaction of delivering a polished final presentation that I can genuinely be proud of. Whenever I ran into questions that I couldn't figure out myself, the response I got via email was always quick, relevant, and helpful. And speaking of communication, Quotient nails it. They don't bombard me with pointless daily emails or irrelevant offers, unlike so many other companies. The emails I do receive are exactly what I need, saving me time, effort, and, ultimately, money.

Cons

Honestly I can't think of any cons when it comes to Quotient.

“All-in-one quoting software

Pros

EVERYTHING!!!! It's the ultimate all in one quoting system we've been waiting for.

Cons

It would be fantastic if I could set up discounts per item !!!.

“I absolutely love Quotient software!

Pros

I absolutely love the user-friendly interface and the ability to customize line items. Everything's online, and clients can easily accept contracts and ask questions right on the platform. The Q&A feature for multiple CCs is so convenient, and the annual pricing updates are really smooth.

Cons

I hope to see collapsible line items in the future. My proposals are detailed but when adding multiple options for services, it can become overwhelming. If the line items could collapse, it would make it easier for clients to navigate without feeling bombarded with too much information.

“Exactly the easy, professional quoting system we needed

Pros

The interface is thoughtfully designed to be both simple and intuitive, yet it still offers valuable customization options that add depth to the user experience. For our company, it has been a game-changer, saving us hundreds of hours that were previously spent manually generating quotes. By automating repetitive tasks through templates, the software has streamlined our workflow, allowing us to focus more on other important areas. Additionally, it provides an excellent interface for tailoring quote content, ensuring everything is presented in a consistent and professional manner every time.

Cons

The only wish I have is I should had this tool years ago. The time it used to take to generate quotes before we found Quotient still haunts me. While there are some custom features we'd love to see, the platform grows gradually to maintain simplicity.

“A hidden gem

Pros

Getting set up was really easy. And when we send out interactive quotes, we know exactly when clients check them out and how many times. Plus the follow-up reminders are a great touch to keep things moving until the sale is closed.

Cons

I really wish I had started using this sooner! I would love to be able to change fonts and highlight text for more emphasis.

“Great product, beautifully designed

Pros

So easy to use and very affordable. I use it for three different businesses, and the support has been great whenever I needed help.

Cons

The export function is a bit limited. It would be great to have more export options, and API functions for importing data from our custom double glazing quoting system (SQL).

“A compelling format for selling quotes

Pros

Your app is absolutely perfect for small businesses like ours, where we don't just send price quotes. We actually use the app as a powerful persuasion tool to present our proposals in a highly convincing and professional way. The ability to include product links, pictures, and data sheet attachments allows us to offer our customers a comprehensive experience of exactly what they'll receive when they accept our proposal. Our clients are consistently impressed by the beautiful format of the quotes they receive, and it really sets us apart from competitors who are still relying on email, Excel, or other outdated methods to present the same proposals.

Cons

Pricing can be a bit steep for small businesses. If individual items have different GST rates, the summary should mention the rate for each line item; otherwise, the PDF format is not ideal for tax rates that differ between items.

“All set and ready to go

Pros

Super easy to use, and you can customize everything. It's been incredibly useful for our business.

Cons

A major issue is when you want to transition to another app, you risk losing all your data unless you continue paying the subscription. There's no bulk export function. And if you change your business name, historical quotes get updated with the new name, even accepted ones, which has caused some serious legal issues for us.

“Effortless quoting and excellent communication platform

Pros

It makes creating clean, professional quotes a breeze and it's so easy for our team to collaborate across the platform.

Cons

Quotient can be tricky to set up and requires time and resources to customize it to fit your business's specific needs.

“Easy work done by quotient

Pros

I've been using it for its beautifully laid out quotes and I love how everything is kept in one place. It's a huge upgrade from the old paper trail we used to rely on.

Cons

There are some limitations in customizing features to suit the growth of our business or meet evolving customer needs.

“Fantastic customer support

Pros

I started using it during the COVID lockdown and I reached out for a trial extension. They were quick to respond and gave me the time I needed to try it out. The support team has been amazing!

Cons

I wish it could generate recurring invoices directly from Quotient into Xero.

“Excellent software

Pros

After a lot of trial and error with other CRM systems, I'm thrilled with how seamlessly it works with QuickBooks Online invoicing and payments. Seriously I love it.

Cons

A bit more design customization for templates and forms would be awesome.