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 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.

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.

Visit Xero's website…

QuickBooks Online

QuickBooks Online is used globally by over 1 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.

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.

Visit QuickBooks' website…

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.

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!

Visit Insightly's website…

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.

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.

Visit Capsule's website…

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.

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!

Visit Highrise's website…

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 and un-subscribers. More than 9 million people use MailChimp to design and send 600 million emails every day.

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!

Visit MailChimp's website…

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