A seamless workflow with these apps

Make your life easier and automate invoices with your accounting software or sync contacts with your favourite CRM.

Xero

Xero

Xero is Online accounting software that’s easy to love. You can include Xero Contacts and Inventory Items when creating Quotes. They are real time lookups, meaning they work seamlessly alongside Quotient’s own powerful Contacts and Template Items.

How does it work with Quotient?

Best of all, once a Quote has been Accepted, a Xero Invoice is created automatically. No more double handling, all relevant details are included:

  • Quote items, quantities and prices.
  • The customer acceptance order/reference number.
  • Contact information.
  • A permanent link back to your Quote for easy future reference.
  • Send when Quotes are Accepted OR Archived
… or click-to-send to Xero manually.

Get started with Xero and Quotient

QuickBooks

QuickBooks

QuickBooks Online is used globally by over 2 million paying customers. You can include QuickBooks Customers and Products when creating Quotes. They are real time lookups, meaning they work seamlessly alongside Quotient’s own powerful Contacts and Template Items.

How does it work with Quotient?

Best of all, once a Quote has been Accepted, a QuickBooks Invoice is created automatically. No more double handling, all relevant details are included:

  • Quote items, quantities and prices.
  • The customer acceptance order/reference number.
  • Customer information.
  • A permanent link back to your Quote for easy future reference.
  • Send when Quotes are Accepted OR Archived
… or click-to-send to QuickBooks manually.

Get started with QuickBooks and Quotient

MailChimp

MailChimp

MailChimp is a complete email marketing solution that allows users complete transparency of Campaigns, email tracking, view success and click-through rates, generate custom reports, manage Subscribers. More than 9 million people use MailChimp to design and send 600 million emails every day.

How does it work with Quotient?

You can import your current Quotient Contacts into a MailChimp Subscription List, and continue to copy Contacts to MailChimp every time a Quote is sent – simply set and forget!

Get started with MailChimp and Quotient

Zapier

Zapier

Zapier is a great, easy to use automation tool for busy people just like you. Zapier moves information between your web apps automatically, cutting out the manual stuff so you can focus on the real work!

How does it work with Quotient?

When an event triggers in Quotient an action can be performed in another Zapier connected app. For example, when a Quote is viewed in Quotient a notification can be posted to your Slack channel.

Anyone can build workflows with just a few clicks. The Zapier editor is made for do-it-yourself automation, meaning you can setup Zaps without any developer help.

Get started with Zapier and Quotient

Capsule

Capsule

Capsule is the easy online CRM for doing business. You can include Capsule Contacts when creating Quotes. Contacts are real time lookups meaning it works seamlessly alongside Quotient’s own Contacts.

How does it work with Quotient?

Quotient can keep all critical communications together in Capsule by automatically sending New Quote emails and Quote Acceptance emails directly into a Capsule Contact – simply set and forget!

You can also add a handy time saving link within Capsule to create a new Quotient Quote.

Get started with Capsule and Quotient

Insightly

Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide. You can include Insightly Contacts when creating Quotes. Contacts are real time lookups meaning it works seamlessly alongside Quotient’s own Contacts.

How does it work with Quotient?

Quotient can keep all critical communications together in Insightly by automatically sending New Quote emails and Quote Acceptance emails directly into an Insightly Contact – simply set and forget!

Get started with Insightly and Quotient

Highrise

Highrise

Highrise is the easy contact manager for small businesses. You can include Highrise Contacts when creating Quotes. Contacts are real time lookups meaning it works seamlessly alongside Quotient’s own Contacts.

How does it work with Quotient?

Quotient can keep all critical communications together in Highrise by automatically sending New Quote emails and Quote Acceptance emails directly into a Highrise Contact – simply set and forget!

Get started with Highrise and Quotient

Webhooks API

Webhooks API

Quotient Webhooks allow you to receive a payload of data in JSON format whenever certain events happen in a particular Quotient Account. For example, when a Quote is accepted in Quotient an invoice could be automatically created in your custom-made job system. This could also include things like the selected items, pricing and full contact details.

If you’re not a developer you might like to try Zapier instead.

Get started with Webhooks API and Quotient

Start a 30 day FREE trial