How it Works
Examples
Pricing
Help & Support
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Dashboard
Help & Support
Learn about specific Quotient features in our Help Articles, or
contact support
.
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 Tax & 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
Saved Quotes – 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
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
Add-ons
Follow-ups
Leads
Reviews
Webhooks
Add-ons – Other Apps
Zapier
Xero
QuickBooks Online
Mailchimp
Capsule
Insightly
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