Blog

You can now manage your Templates & Items in one main account and share read-only copies with other connected accounts. It keeps everything aligned, from pricing to wording, and removes the need for manual updates.

You can now control whether customers can view Declined or Expired Quotes – this protects your pricing while still allowing customers to get back in touch if they wish to revisit.

Take control of your invoicing with Quotient’s new features: Deposits, Split Invoices, and Adjustments. Manage cash flow, get paid faster, and streamline your workflow with seamless Xero and QuickBooks integration.

We’ve added a new way to calculate profit on your quotes – introducing Markup!

These updates lay groundwork for some exciting new features coming soon – including Deposits, Split Invoices, and Adjustments (for Xero or QuickBooks integrations).

Depending on your business or industry, it might be more appropriate to send your customers a ‘Proposal’ or an ‘Estimate’, rather than a ‘Quote’.

Introducing Quote Versions! Making changes for your customers is now a breeze, as you can easily view and restore past versions.

Discover the new way to organize your work with ‘Waiting’, learn when to use ‘Complete’, and hear how different businesses are leveraging the new ‘Waiting’ tab.

Announcing a range of exciting updates: improved Private Notes, new filtering options for Quotes on your Dashboard, and new Quote status options to help your workflow.