Quotient
Über Quotient
Mit der Software zur Online-Angebotserstellung und -verwaltung von Quotient kannst du Angebote in wenigen einfachen Schritten erstellen. Funktionen wie automatische Vervollständigung, Bild- und Dateianhänge sowie das Speichern von Vorlagen machen den Angebotserstellungsprozess effizienter. Angebote werden im System archiviert und können mithilfe von Schlüsselwörtern durchsucht werden. Deine Kundschaft kann Angebote annehmen, indem ein rechtsverbindliches Annahme-Kontrollkästchen aktiviert wird. Anschließend erhalten sie eine Bestätigungs-E-Mail.
Du kannst mit Quotient Angebote verfolgen und Follow-ups durchführen. Mit der Anwendung kannst du sehen, wie oft ein Angebot angezeigt wurde und wann es zuletzt aufgerufen wurde. Du kannst Ablauftermine für deine Angebote festlegen, sodass nicht angenommene Angebote archiviert und Follow-ups für kürzlich gesendete Angebote durchgeführt werden können. Du kannst auch Kommentare und Hinweise zu Angeboten hinzufügen und Rabatte und Up-Selling-Optionen anwenden. Quotient kann in Xero und QuickBooks Online integriert werden, sodass du aus angenommenen Angeboten automatisch eine Rechnung erstellen kannst.
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Nutzerbewertungen
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- Branche: Bau
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
I love the Quotient Software!!
Bewertet am 24.6.2024
Not only is the software super easy to use, it is super customizable. I've never used any other...
Not only is the software super easy to use, it is super customizable. I've never used any other proposal generating software so I have nothing to compare it to but I'm very impressed. I'm super picky about user interfaces and intuitive software. The people who created this are genuses. Also, it is really nice that they send out emails for feedback and take the time to personally respond. Their customer service aspect is great and it is so nice to to have my input and ideas valued, validated and appreciated!
Vorteile
I LOVE the user-friendly interface of the software and the customizable line items. I LOVE that it is all done online with quick access for clients including accepting contracts and the convenience of the Q&A section for multiple CCs on a single proposal. My management updates the pricing in each line item annually and it makes keeping up with price increases super easy! Being able to include photos of what the products look like is so helpful. There really are just too many great things to say about this software.
Nachteile
I hope to see collapsible line items in the future. My proposals are super detailed because I think it is important to educate people so they can make informed decisions. However, when doing add-on options and providing multiple (Good/better/best) options for desired services, the quote gets really overwhelming and LONG. If the line items were collapsible they would be able to find options easier/with less confusion and it wouldn't seem like so much content in their face all at once.
- Branche: Gesundheit, Wellness & Fitness
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
My thoughts on Quotient
Bewertet am 29.7.2024
Nothing but good things to say! Customer service has been awesome, the emails sent my way provide...
Nothing but good things to say! Customer service has been awesome, the emails sent my way provide me with useful information, not just another sales pitch or special offer, and the pricing for what we get is perfect. A program designed for the big boys, but priced with the little guy in mind!
-the initial set-up was easy
-adding or removing price items is simple
-dido for text items
-quick glance on the margin you're making is very useful while working on a quote
-collaborating with teammates is easy
-knowing what quotes you have on the table, who you need to follow up with, and which deals you have won with just one click is awesome
-being able to integrate with other programs we use on a daily basis was a bonus
-the overall appearance of our quotes is like nothing else our clients have seen
-being able to create and save templates for items or combinations of items we sell often saves us a lot of time
What can I say...we love Quotient!
Vorteile
I think when it comes down to it, the last thing I need is the headaches that come with over complicated programs, that continuously try to upsell you, or strip away tons of features unless you dish out more dime. With Quotient, you get an easy to use program from start to finish, for a reasonable price. As an added bonus, you have the satisfaction of providing a final presentation you can be proud of.
When I did have questions I couldn't figure out on my own, a quick and directly related response to my email is what I got.
If I could say one more thing, it would be about communication. Not too little, and not too much. If there's one thing I find annoying, it's the daily BS emails I get with special offers, or useless information from most other companies. I don't get that with Quotient; the emails I do receive are pertinent to what I'm using the program for and help me save time, effort, and in the end, money.
Nachteile
In all honesty, I can't think of any cons when it comes to Quotient.
- Branche: Möbel
- Unternehmensgröße: 51–200 Mitarbeiter
- Weitere für Kostenlose Testversion genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 6.0 /10
Quoting made easy
Bewertet am 16.3.2019
Quotient's customer service was great. The free 30 day trial allowed us to have a good test of the...
Quotient's customer service was great. The free 30 day trial allowed us to have a good test of the features and functionality we need. We really enjoyed the communication capture between quote person and customer. However, we found it lacking for complex quoting.
If you have less than 500 items in your catalogue and you don't need complex pricing, Quotient would be a great fit.
Vorteile
Quotient has a very nice look and feel. Especially the quotes that get delivered to customers. Very nice presentation.
When you send the quote to your customer, they get a link to a website. On the website, they can put notes against any quote line, change order quantity, etc. When you customer is ready to sign off the quote, they do it all electronically.
All the correspondence between you and the customer captured in the quote and the quote revisions.
Nachteile
While the UI and customer experience is excellent, the administrative set up and usage lacks a lot of features. If you only need to quote basic items, it works fine. But if you have more complex quoting requirements, Quotient may not be right for you.
- Product code - 30 character limit
- Search is limited to looking for the beginning of a part code/desription string. If you are looking for a search term in the middle of a string, you won't find it.
- Exporting data is not good. You can export quote summaries, but you cannot export at the quote line level of detail. (You can print to pdf, but you cannot extract the entire quote to csv).
- You can set up multiple items with the same part code and description. Quotient does not protect against duplicates.
- No functionality for quantity break pricing.
- Branche: Bau
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Best Estimate Software EVER!
Bewertet am 13.8.2024
It has been great. We absolutely love it!
It has been great. We absolutely love it!
Vorteile
We love how easy and straightforward it is. Being able to use Quotient for our estimates really sets apart from other contractors and our clients are always telling us how much they like the way our estimates look, how easy they are to read and that they love the "optional" option which allows us to make our quotes a la carte'!
Nachteile
I wish there was a way to delete quotes and for Quotient to connect to Wave for invoice processing. Or if Quotient had an option for sending invoices/receiving payments would be even better. I'd love an all-in-one program to keep things streamlined.
- Branche: Bau
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Next level Quoting
Bewertet am 12.9.2018
We choose to use Quotient for quotes over our job management and accounting package as we believe...
We choose to use Quotient for quotes over our job management and accounting package as we believe the additional functionality provides major benefits to our customers and increases our sales.
Price is extremly good value for money.
I would recommend this to any business.
Vorteile
Extremely easy to use
Multiple choice items is a great opportunity to give your customer the good, better, best options that most sales trainers recommend
Optional items is another way of ensuring your customer has all applicable options and increasing the total job's value.
Nachteile
As we often deliver quotes to customers via iPads i would love to be able to have them sign for it on the spot.
Quotient Häufig gestellte Fragen
Weiter unter folgen häufig gestellte Fragen über Quotient.F. Welche Preispläne bietet Quotient an?
Quotient bietet folgende Kostenpläne an:
- Ab: 28,00 $/Monat
- Preismodell: Abonnement
- Gratis Testen: Verfügbar
F. Wer sind die typischen Nutzer von Quotient?
Quotient hat die folgenden typischen Kunden:
Selbstständig, 2–10, 11–50, 51–200, 201–500
F: Welche Sprachen werden von Quotient unterstützt?
Quotient unterstützt die folgenden Sprachen:
Englisch
F. Unterstützt Quotient mobile Geräte?
Quotient unterstützt die folgenden Geräte:
F. Mit welchen anderen Applikationen integriert Quotient?
Quotient kann in folgende Anwendungen integriert werden:
Capsule, Highrise, Insightly, Mailchimp, QuickBooks Online, Xero, Zapier
F. Welche Varianten der Kundenbetreuung bietet Quotient an?
Quotient bietet folgende Optionen für Kundensupport:
E-Mail/Helpdesk, Wissensdatenbank, Chat
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