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Quotient Software

Name: Quotient Software
Rating: 4.5 (2 reviews)

By QuotientApp

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Highlights : About Quotient Software

Dashboard

Cost Price and Margin

Follow Ups

About Quotient Software

Quotient is a cloud-based configure-price-quote (CPQ) solution that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes. Quotient enables users to add images, website links and files to quotes. Users can also mark items as optional or create multiple choice options for quotation forms. The solution enables users to convert quotes into templates and store them in a content library. The central dashboard displays updated quotes, questions, notifications and other business activities. Additionally, the solution supports integration with multiple third-party customer relationship management (CRM) systems such as Xero, QuickBooks, Zapier, MailChimp, Capsule and more. Quotient can be accessed via multiple devices including mobile phones and tablets.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Dashboard

Cost Price and Margin

Follow Ups

Quick Quote Creation

Templates

Automatic Quote Expiry

Confirmation Emails

Quote opening/viewing tracking

One click Quote Acceptance

Image and files attachments

Item Price and Quantity Hiding

Quote Creation in any currency

Benefits

Dashboard

Search for a quote using a keyword, create a new quote in one click, answer client queries, see recently draft quotes, accepted quotes and sent quotes in one view.

Quote Creation

Use autocomplete contact fields, add downloadable images and files, add optional up-selling, define a and save multiple templates.

Quote Details

Multiple line items, options and pricing. Notes, questions, answers and comments, Company details and logos. Terms and conditions. Acceptance form. Title, quote number and dates.

Quote Tracking

See when a quote was last viewed, how many times it has been viewed and when it was opened.

Archive Quotes

All your quotes and leads are searchable within the system. See all your hot leads in one place and archive old quotes when leads go cold.

Xero and QuickBooks Online Integration

Create invoices automatically from accepted quotes.

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