Help Articles

Getting Started

• Quick Start Guide
• Layout, Style and Company Information
• Set the Next Quote Number
• Set the Quote Expiry Date
• Adding and Removing Team Members
• Dashboard Stats
• Sales Taxes & Categories

Account Management

• Working with multiple Quotient accounts
• Your Quotient Invoices
• Privacy, Security, and Backups
• Edit Your Profile
• Two-Factor Authentication
• Change Password
• Change Company or Account Name
• Reactivate your Account
• Cancel or Deactivate an Account

Working with Quotes

• The Stages of a Quote
• Opens and Views
• Questions, Comments, and Private Notes
• Digital Fingerprint
• PDF Download
• Tax Display Options
• Currency on Quotes
• Accept a Quote on behalf
• Discounts on Quotes
• Edit an Accepted Quote
• Edit and Resend a Quote
• Resend a Quote
• Quote Date
• Delete or Remove Quotes

Templates & Items

• Templates – Getting Started
• Smart Tags in Template Items
• Item Lookups, for use in your Quotes
• Include an introduction at the top of your Quotes
• Including Terms & Conditions

Editing Items

• Price Items – An Overview
• Multiple Choice, Optional Items and Editable Quantities
• Subscriptions, for Repeating Costs
• Cost Price & Margin
• Subtotals
• Hide Pricing Details
• Files and Images
• Text Formatting
• Embed a Video
• Simple Calculator

Working with Contacts

• Contacts – Getting Started
• Sending a Quote to multiple Contacts
• Display phone/address details
• Profile Images on Contacts
• Archive or Delete a Contact

Import / Export

• Overview
• Import / Export – Contacts
• Import / Export – Price Items
• Import / Export – Text Items
• Export – Quotes
• Export – Quotes, Price Items

Email Setup & Tips

• Customer Emails
• Send Customer Emails from my own email address
• Receive a copy of new and accepted Quote emails
• Find a copy of the email that was sent with the Quote
• Alternative Email Address
• Spam Filters – Tips
• Update an SPF record to include Quotient

Add-ons

• Follow-ups
• Leads
• Reviews
• Webhooks

Add-ons – Other Apps

• Zapier
• Xero
• QuickBooks Online
• MailChimp
• Capsule
• Insightly
• Highrise

Mobile

• Quotient on Mobile Devices
• Take photos from your iPhone and attach them to your Quotes
• Attach files and images to your Quotes from other cloud services