New: Schedule Email

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.

You can now fix an incorrect email address for a contact and resend the quote, in one easy step.

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.