Incredibly simple quoting. Your customer will love the one-click quote acceptance. You’ll love the Xero invoice created perfectly when it's accepted! check out Quotient.
Remember if you have questions or need assistance with Quotient, this is not the best place to ask - this forum is for reviews and feedback only.
For general support, contact the Quotient team
Do not hesitate to purchase this add-on!
Covers all our quoting needs, product supply only, or selling a service or selling an installation. Be good to have more flexibility to change template layouts (ie the look and layout such as differing logos) as opposed to being stuck to same outline.
Also, when are we going to be able to add social media buttons/icons?
Having quotient saved up more than 70% of quote-making. The text items, pricing items and various templates have been REALLY HELPFUL. Adding pictures to the quotations are easy.
I can track my salesmen & client activities related to proposals, everywhere (EVEN IN JAKARTA's TRAFFIC!)
and most importantly, CLIENTS LOVE THE LAYOUT. EASY TO UNDERSTAND.
Quotient is a game changer. I spread the word everywhere I go.
The abilty to add options and multiple choice items makes it simple for the customer to make various choices wih out the need for multiplequotes being generated.
Siimply one of the greatests additions my business
With our off grid energy business http://www.ianeenergy.com taking off , we need to give professional looking, highly detailed quotes to clients who are new to this technology.
Having our Xero inventory linked is a game changer.
Quotients growing with me and my growing business.
Personal attention and help from the creator Nathan has been a very pleasant surprise.
Great looking, great value for money, great support.
Ian E CEO Ian E Energy
It's one of the best things we did for our business (up there with moving from Sage to Xero).
Quotient has most of the features we wanted and the flexible pricing model makes it affordable for more of our team to be able to quote our clients quickly. Clients are more likely to sign if we respond to them in a timely manner.
I'm confident that we will see additional features added to Quotient in the future.
Quotient saves us time by posting invoices into Xero which we then approve and send. Our previous process was very manual and prone to error. We like to check the invoices instead of automatically sending. Having monthly and one off items split into two different invoices is a great feature.
The support team have been hugely helpful in answering our questions as we got to know the system as well as responding to our suggestions. Nathan responded to faults quickly and we are never left for long without helpful or thoughtful advice and solutions.
I've been able to secure more business faster, by reviewing and amending quotes on my iPad whilst with clients. Our sales process is shorter and more effective thanks to Quotient. I have even converted a few clients to using it themselves.
If you are considering Quotient, waste no more time and take the plunge. You'll be happy you did.
The cost to us was hours of extra work every week, and very clear evidence of lost sales of our very visually engaging product. Like plenty of others, I pleaded with someone at Xero to actually give a toss, and listen to their customers. For whatever reason, they didn't do anything with their quoting tools and it is seriously flawed for our needs.
Then I found Quotient. Quite simply the smartest bit of thinking I have seen in years.
Beautifully designed, thoroughly thought-through, brilliantly simple to use, and devastatingly effective.
Quotient has totally nailed it!
Have all our regular products set up as templates in Quotient, with embedded pics, attachments, options and recommendations for clients, and follow up systems - and all sweetly synched to Xero (which if you ignore their outdated quoting monolith is otherwise a great accounting package.)
Massive time saving every week, significant improvement in the consistency and thoroughness of our message, and an instant and sustained spike in sales.
Just one timely follow-up using the Quotient follow up functionality delivered two extra sales totalling more than $10,000 last month.
All our quoting problems solved in one fab little app which delivers consistently every time.
Love what you guys have done - just brilliant. Would give it ten stars if I could.
I now have 5 quote templates, with every scrap of information from my head listed in there. Instead of building my quotes up, I now delete my quotes down, taking out all items that dont apply. Quotes take minutes and with no stress. They look professional, and being itemised gives my clients confidence that I know what Im talking about. The errors are over.
Love it love it love it
Spend a few minutes setting up items and you are ready to send out nice looking quotes in a great format.
Sure, the occasional quote might not reach your customer, BUT at least you can SEE which quotes are opened and which aren't! Yeah that's right, you can see when and how many times they were opened... powerful tracking software and if you can not see the value in that alone then you need to look harder.
Amazing product for the price...
Quotient does not do the next bit - work flow - calendaring - assigning people ... 150 projects involving 15 people ...... and of course not inventory. We need all these now/soon, and to have them integrated to each other ...
Quotient also is focused on simplicity but there is not a management overview depth we need as we grow.
So although we will soon ditch it! _ I am giving it 5* because, Quotient is fantastic at what it says it does! - simple quoting.
Cheers Simon - Sales Manager | Flexiroof
Am currently a WorkFlowMax & Xero user.
Has anyone made the transition to using Quotient after using WFM? Keen to hear of any major issues...
Great vision well executed.
Most importantly, I would like to be able to customize the look of the quote a lot more. Colors, fonts, etc.
It's easy to use and looks very professional.
It not only produces professional quotes that makes you stand out, but it makes the acceptance process easy. Getting signatures on confirmed quotes is a painful process, but Quotient makes it simple and easy for clients to accept the quotes online.
Their reporting on the dashboard is also great for cashflow forecasting. In fact, it is the best cashflow forecasting too I have ever used because it is so simple. Simply look at the quotes confirmed in the "last 30 days" and you get a good idea of what the bank account will look like in the following 30 days.
I strongly recommend Quotient
Post sale service has also been awesome!!!
We have been using both Quotient and Xero for around 10 months now and fine both outstanding in operation!!
NEVER not once had any problems with either of them, any hiccups have been easily sorted within minutes – could not recommend Quotient highly enough… makes completing those dreaded estimations a breeze and believe it or not enjoyable.
To ALL the team at Quotient – thanks for your great service and outstanding help whenever we have asked for it.
Thanks to the team at Quotient for making such an outstanding system!