New Email Footers – with Company Logo and Your Profile detail

New in Quotient: eSignatures and acceptance enhancements, with a more streamlined and efficient signing process.

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.

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.

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.

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.

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.

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.