Quotient Funktionen, Bewertungen & Alternativen

Quotient

Online Quoting and Proposal Software

4.8/5 (91 Bewertungen)

Quotient Übersicht

Quotient´s online quote creation and management application enables you to create quotes in a few simple steps. Features such as auto-completion, image and file attachments and template saving make the quote creation process more efficient. Quotes will be archived in the system and can be searched using keywords. Your customers can accept quotes by checking a legally binding acceptance checkbox with a followup confirmation email.

You can track and follow up on quotes using Quotient. The app lets you see how many times a quote has been viewed and when it was last viewed. You can set expiry dates on your quotes so that unaccepted quoted are archived and recently sent quotes can be followed up on. You can also add comments and notes to quotes, and apply discounts and up-selling options. Quotient integrates with Xero and QuickBooks Online so that you can create an invoice automatically from accepted quotes.

Preis

Beginnt ab
$25/Monat
Preisoptionen
Kostenlose Testversion
Abonnement
Preis-Leistungs-Verhältnis

Geräte

Unternehmensgröße

K
M
G

Märkte

Australien, Kanada, Europa, Vereinigtes Königreich, Vereinigte Staaten von Amerika

Unterstützte Sprachen

Englisch

Quotient Bewertungen

Gesamtbewertung
4.8/5
99% Positive Bewertungen
77
Ausgezeichnet
13
Sehr gut
1
Durchschnitt
0
Gering
0
Schlecht
Mit Google übersetzen

Quotient online quoting system has helped to increase our bank balance!

Täglich für 1-5 Monate genutzt
Bewertet am 6.12.2016
Quelle der Bewertung: Capterra

I recently started using the Quotient online quoting system after I was introduced to it by my brother. I immediately started using it. The very first quote I did was accepted and I was so excited!

I have used it ever since and the more I use it the more I love it. In my business, we service and support small to medium sized business for all the IT needs and these days you have to be very quick and on the ball with quoting.

The Quotient online systems make this very easy and extremely convenient since you have all your quotes in one place, you can also create templates from your quotes as often you like. We will be quoting different customers on the same solutions. Also the fact that you can very easily show the spend split on a quote between once off charges and monthly re-accruing charges is just perfect for our quotes.

The other nice features are the ability for the customer to be able to view the quote online, which means that the customer will essentially be able to view the quote on any device, like a mobile phone or tablet and not just his PC/Laptop, so there and then the customer is able to make a decision and accept the quote online as well, after which we immediately get notified.
This in its self also allows for a much quicker turn around time for us in terms of the admin side of the process since we are then able to immediately issue invoices and collect any payments or deposits due, before starting any new project for a client. In the long term, this assists us great in managing our cash flows, especially on large projects.

There are many other useful features, like the ability to put in the cost prices on quoted items and set a default markup percentage, which can the be adjusted per line item on the fly if required. Same stock items from different templates will also link up in database style list so that you are able to simply type in a stock code and if it has been used before it will come up. However, I do feel that the ability to be able to import a list of stock items with the required fields is a feature that is not yet available and I am hoping that the developers will take this into consideration eventually and implement this type of functionality.

All in all a GREAT find in terms of a "cloud-based" quoting system and ideal for any company that is on a cloud migration strategy to move as many daily business functions into the cloud space.

Vorteile

Ease of use, quick and easy.

Nachteile

A little expensive for more than 1 user.

Antwort von Quotient

Hi David,

Thanks so much for your amazing review. You've really made our day! :)

Just to let you know that imports (for your stock items) has been released just this week! More info here in Help & Support: https://support.quotientapp.com/hc/en-us/articles/204220534

Feel free to contact us if you have any questions about this.

Cheers
Nathan

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Mit Google übersetzen

Quotient. Just. Works.

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 31.3.2017
Quelle der Bewertung: Capterra

I have been a user of Quotient since October of 2015. From day one I have found this to be a fantastic tool. I feel strongly that tools should make me more productive and allow me to produce better quality work. Quotient checks all the boxes. Quotes are an everyday part of my work, I have used documents, spreadsheets, database tools, all of them leave something to be desired. With Quotient I can generate an attractive quote in minutes (sometimes seconds!) I can see if the client opened it, follow up if I need to, and all the while the tool is tracking my successes and failures. If only I could get the rest of my business software to be this easy. I love simple! Simple is Hard! Thank you to the Quotient team to making one aspect of my business simple.

Vorteile

It's simplicity, it does what it supposed.

Nachteile

I haven't found any, cons are based on expectations not being met, I wanted a tool to help me efficiently prepare and deliver quotes. It does that beautifully. No cons here.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Mit Google übersetzen

Super functional and easy and low cost too!

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 29.1.2018
Quelle der Bewertung: Capterra

It has been one of the keys to our continued revenue growth of 50%+

Vorteile

Easy to set up and intuitive to use. It was effortless to get our staff and clients to adapt to using it. The integration with MailChimp and QuickBooks is also a huge benefit to automating our systems! We've given access to almost every member of our staff, who now feel empowered to complete sales on their own. This has led to faster sales and happier customers who can get a purchase done immediately, even when talking with a designer or programmer about an upgrade.

Nachteile

I know that the digital acceptance counts legally, but I'd still love for clients to be able to sign their signature on our sales tablet screen for acceptance. (It just feels good to them and to us to have that level of acceptance.)

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

9.0/10
Mit Google übersetzen

Next level Quoting

Täglich für Mehr als 2 Jahre genutzt
Bewertet am 12.9.2018
Quelle der Bewertung: Capterra

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Mit Google übersetzen

Quotient review

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 27.1.2017
Quelle der Bewertung: Capterra

Quotient has provided us with huge efficiency gains and visibility for our quotes. We trialed various quoting software packages and quotient fulfilled the majority of what we were looking for. Quotes are much quicker now and they look more professional, we have visibility on the status of the quote, its aging, conversion rates, sales made, whether it's been opened and conversations are kept relevant to that quote instead of in an individuals email box.

Vorteile

Ease of use. Visibility . Tracking. Templates. Sales made. Follow ups. Text items. Notifications for various staff.

Nachteile

It would be good to have things in price items like a hidden notes, so others can see workings out, or why a special discount was applied.

But the biggest gripe i have is, not being able to search for a price item by any word in its description. You have to know what the price item starts with to add it.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

8.0/10

Quotient Preis

Beginnt ab
$25/Monat
Preisoptionen
Kostenlose Testversion
Abonnement
Preis-Leistungs-Verhältnis

One Man Band: $25 USD per month for 1 team member. Business Time: $45 USD per month for 2-5 team members. Additional team members are $6 USD each per month. Both plans include: unlimited number of quotes and unlimited support. With two or more accounts you will receive a 20% discount across all your accounts.

Quotient Funktionen


  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Angebotsmanagement
  • Anpassbare Vorlagen
  • Automatische Benachrichtigungen
  • Berichterstattung und Statistik
  • CRM-Integration
  • Daten-Import / -Export
  • E-Mail-Integration
  • Echtzeit-Daten
  • Integration von Dritten
  • Kontakt-Datenbank
  • Lead-Erfassung
  • Suchfunktion
  • Verkaufsanalyse
  • Verkaufsberichterstattung
  • Verkäufe nachverfolgen
  • Werkzeuge zur Zusammenarbeit
  • Überwachung

Zusätzliche Informationen für Quotient

Schlüssel-Features von Quotient

  • Acceptance confirmation emails
  • Add private notes to quotes for in-house use
  • Attach images and files
  • Cost price & margin
  • Create a quote in just a few minutes
  • Create quotes in any currency
  • Customer editable quantities
  • Dashboard overview
  • Discounts – apply quote-wide or by item
  • Follow-ups
  • Group items and insert subtotals
  • Hide item price and quantity from customer
  • One-click online quote acceptance
  • Quote discussion system – comments, Q&A
  • Quote templates and pre-populated items
  • Quotes expire automatically
  • Recommended/optional items
  • Simple and intuitive quote creation
  • Subscriptions – for repeating costs
  • Track when quotes are opened, last viewed

Vorteile

  • 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.

  • Quotient Häufig gestellte Fragen

    Weiter unter folgen häufig gestellte Fragen über Quotient.

    F. Welche Preispläne bietet Quotient an?

    Quotient bietet folgende Kostenpläne an:

    Beginnt ab: $25/Monat

    Preismodell: Abonnement

    Kostenlose Testversion: Verfügbar

    One Man Band: $25 USD per month for 1 team member. Business Time: $45 USD per month for 2-5 team members. Additional team members are $6 USD each per month. Both plans include: unlimited number of quotes and unlimited support. With two or more accounts you will receive a 20% discount across all your accounts.

    F. Was sind die Hauptfunktionen von Quotient?

    Quotient bietet die folgenden Funktionen:

    • Acceptance confirmation emails
    • Add private notes to quotes for in-house use
    • Attach images and files
    • Cost price & margin
    • Create a quote in just a few minutes
    • Create quotes in any currency
    • Customer editable quantities
    • Dashboard overview
    • Discounts – apply quote-wide or by item
    • Follow-ups
    • Group items and insert subtotals
    • Hide item price and quantity from customer
    • One-click online quote acceptance
    • Quote discussion system – comments, Q&A
    • Quote templates and pre-populated items
    • Quotes expire automatically
    • Recommended/optional items
    • Simple and intuitive quote creation
    • Subscriptions – for repeating costs
    • Track when quotes are opened, last viewed

    F. Wer sind die typischen Nutzer von Quotient?

    Quotient hat die folgenden typischen Kunden:

    Freie Mitarbeiter, Mittlere Unternehmen, Kleine Unternehmen

    F: Welche Sprachen werden von Quotient unterstützt?

    Quotient unterstützt die folgenden Sprachen:

    Englisch

    F. Welche Preispläne bietet Quotient an?

    Quotient hat folgende Preismodelle:

    Abonnement

    F. Unterstützt Quotient mobile Geräte?

    Wir haben keine Informationen darüber, welche Geräte Quotient unterstützt

    F. Mit welchen anderen Applikationen integriert Quotient?

    Quotient kann in folgende Anwendungen integriert werden:

    Capsule, Highrise CRM, Insightly, Mailchimp, Mailchimp, Marketo, QuickBooks, QuickBooks Online, Xero, Xero

    F. Welche Varianten der Kundenbetreuung bietet Quotient an?

    Quotient bietet folgende Optionen für Kundensupport:

    Wissensdatenbank, Online-Support