September 28, 2022
Level Up: The balancing act of writing great Terms and Conditions
Whether you’re creating a quote for once-off or ongoing work, it’s important to include clear terms and conditions. It can be tricky to include everything important without overwhelming your customer, or relying on wordy legalese, so keep it straight forward and concise for best results.
June 11, 2022
New: Schedule Email
New features: Schedule emails to be delivered at a future time and date. Plus, now whenever an email is sent, you the option to stop it.
February 8, 2022
Level Up: Pricing Your Work
There are a range of factors to consider when pricing your work, beyond the cost of materials. Overheads, labour costs, and a fair profit margin are all important considerations. Getting the basics right will help your business stay afloat.
December 4, 2021
Our Biggest Little Update
New real-time ‘Active’ status, so you can see when a customer is viewing a Quote live! Name change: Saved Content (previously Templates & Items). Quote editing has been refreshed with a more streamlined process for sending Quotes.
December 4, 2021
Refreshed Quote Edit, with many enhancements
Introducing a refreshed Quote Edit screen, with the ability to Duplicate Items, adjust the Margin Percentage, a new Calendar Date Picker, and a more streamlined process for sending Quotes.
October 28, 2021
Level Up: Five Best Practices and Insider Tips
Here are some basic best practices that will serve both your business, and your customer’s needs, and ensure every Quote you send is the best it can be.
May 17, 2021
Update Contact & Resend – the new way to handle incorrect email addresses
You can now fix an incorrect email address for a contact and resend the quote, in one easy step.
April 2, 2021
Custom Domains for Email, with new and improved authentication
If the email address you use for Quotient is associated with a domain name that you (or your company) owns, you can configure Quotient to send emails from this email address.