Quotient Release Notes

10 March 2019

New, Two-Factor Authentication:

  • Two-Factor adds optional security to your account.

Read the blog post…


  • Dashboard Stats now include a ‘365 days’ filter.
  • The Team Members list now displays ‘last activity date’ on each Team Member.
  • Export Quotes (and Quotes, Price Items): New select by year to download CSV.
  • All new JavaScript. Modern browsers, such as IE 10 and above required.
  • Removed ‘Add to Home Screen’ functionality for iOS (or Android equivalent), which used open Quotient as a mobile “web app”. It now opens in the browser, which is more reliable.
  • Quote Views: Improved reliability for older browsers.

4 September 2018

Updates to Hide Pricing Details:

  • You can now hide all pricing details on your Price Items while showing quantities only.

Learn more in the help article…

New, Embed Videos:

  • YouTube and Vimeo videos can now be embedded into any Item Description on your Quotes.

Learn more in the help article…

6 August 2018

New, Reviews:

  • You can now effortlessly collect Reviews & Feedback from your customers, then feature the best Reviews on new Quotes.

Read the blog post and watch video…

Updates to Exports:

  • Added new export for Price Items on Quotes.

Learn more in the help article…

3 August 2018

Quote Edit Updates:

  • New 'Quote Settings' section up in top right of the Quote, with need-to-know details. Most of these details are not displayed unless they differ from your Quote Defaults. Hit 'Show All…' to reveal all and to override any current settings.
  • Added the ability to modify the Quote Date.
  • The Quote Number is now displayed on the Quote Edit screen, after a Draft Quote is first saved.

24 June 2018

New Action Buttons in Emails + Quote Viewed Email Notification:

  • The link to your Quotes is now a prominent button, colored to match the style of your Quotes.
  • Get notified by email when a customer views a Quote.

Read the blog post for more details…


  • New 'Customer Company' placeholder in Customer Emails.
  • Visual updates to Dashboard messages and notifications.
  • Interface enhancements to 'Ask a Question' on Quotes, and to 'Add a Comment' / 'Add a Private Note' for Quote Authors.

8 April 2018

New, Leads:

  • Your customers can now send a new request online, directly to you – and into Quotient, ready to be converted into a quote.

Read the blog post and watch video…

Updates to Zapier Integration:

  • Added Create Lead Action.
  • Added Create Contact Action.
  • So now when an event triggers in another Zapier connected app, an action can be performed in Quotient. Learn more about Quotient and Zapier.

3 November 2017

Use our Quote Examples for free:

  • You can now click the 'Use this example' button on any of our Quote Examples, and have it populate into a new Quote, in your own account. From there you can tweak to suit, and save it as a Template.

28 August 2017


  • Redesigned Settings screen.
  • Settings now includes an all-new Add-ons section (previously found under Integrations).
  • Your account name and profile avatar now display in the top-right of the main menu header. This is handy to see, particularly if you have multiple accounts.
  • The main menu header has changed from Quotient blue to Quotient charcoal.
  • Increased size of blue ‘New’ buttons.
  • Added ‘SENT’ labels to Quotes that are ‘Awaiting Acceptance’.

New, Zapier Integration:

  • Zapier connects Quotient to lots of other web apps, allowing you to streamline and automate your workflow. Learn more about Quotient and Zapier.

New, Webhooks for Developers:

  • You can now register Webhooks for various events that happen in a particular Quotient Account. The moment an event fires, you’ll receive a payload of data in JSON format. Read more about Webhooks for Developers.

2 July 2017

Item Edit: Toolbar changes:

  • Centered Item toolbar.
  • Removed the words “Options” and “Attach”.
  • Split Item options into two menus:
    • Cog icon menu: Allows you to enable advanced Item options.
    • Plus icon menu: To easily add Text or Price Items and Subtotals.

Item Edit: Field changes:

  • Simplified layout for Item Code/Heading/Description.
  • Added labels to Unit Price, Quantity, and Item Total.
  • Editable Quantity: Now displayed with the Quantity label.
  • Distinctive highlights on the Discount, Subscription, and Cost Price field sets.
  • Re-ordered fields, so that the Unit Price, Quantity, and Item Total fields will always appear last.

Item Edit: Cost Price field changes:

  • When the Cost Price is updated on an Item, where possible, the margin % will remain the same. Previously the Unit Price would remain the same and the margin % would adjust.

Add extra details to New Contacts:

  • When creating a new Contact from the Quote Edit Screen, you’ll now also be able to add phone and address details.

11 April 2017

Get your Quotient invoice by email:


  • Highlight the margin in RED instantly whenever it goes below zero %.

22 March 2017

New and Improved: Lookup Items by any word:

  • Lookup Items by any word within an Item Heading (i.e. you no longer need to know the first word).

Read more tips in the help article...


  • You can now paste “$” and “,” characters into Price Item fields.

5 December 2016

Referral program:

  • You can now introduce a friend to Quotient, and once they become a paid customer you’ll earn credit on your account.
  • You’ll get your own referral link to track referrals.
  • Automate referrals by choosing to display your referral link in Customer Emails.

Read the blog post for more details…

Import your data:

  • Import Contacts.
  • Import Price Items and Text Items (includes the ability to update existing Items).

Read the blog post for more details…


4 September 2016

Questions & Answers

  • Add files and images when discussing the Quote. Customers can add these to questions. Authors can add these to comments, answers, and private notes.
  • Anyone can now edit their own Q&A posts.
  • Green background on private notes, to distinguish from comments/questions.

Digital Fingerprint:

  • To help identify and track acceptance activity, all accepted Quotes now record a Digital Fingerprint of the person accepting the Quote. Read more in this support article.


  • New placeholders for Customer Emails [Your-first-name] [Your-email] [Quote-number]

26 July 2016

A simple calculator:

  • Any number field inside a Quote can now be used to perform simple calculations.

Email Notifications:

  • Reduced clutter from all emails.
  • Improvements to discussion emails.

19 June 2016

A new look for Quotes:

  • Quotes get a brand new look, with a range of new options allowing you to tailor the look and feel of your Quotes like never before.
  • New layout options.
  • New color picker, algorithmically picks colors from your logo.
  • Quote preview (before publishing).

Read the blog post for more details…

Quote appearance enhancements:

  • Increased font size for better readability.
  • Increased gallery image thumbnail size.
  • Attached file style tweaks.
  • Highlights on items selected now apply to the price column only.
  • For clarity, required items no longer have ticks to differentiate from optional items which have checkboxes.
  • Items that are optional have clickable link headings.

Cost price & margin:

  • The cost price & margin is now displayed on individual items when viewing the Quote. As always, this information is never visible to the customer.

New feature: Multiple choice items:

  • Nominate a group of items to be multiple choice, where your customer can choose only one item from a group.

3 March 2016


  • Options to hide/show currency symbol and currency code on Quotes. See Settings > Quote defaults.
  • Currency symbol is no longer shown next to the price on Quote items.
  • Editable quantity: If an item is optional (and not selected), when the customer changes the quantity the item will also automatically become selected.
  • A price item can now be saved with only the ‘item code / ID’ field filled in.

26 February 2016

Improving email delivery:

  • You can now choose from two options of email delivery, via Quotient or via your own domain.
  • Email domain verification (SPF record checks) if you use your own domain.

Read the blog post for more details…


  • If another team member (who wasn’t the quote author) posted a comment on a quote it would appear to come from the quote author. This has changed so that the comment now comes from the team member who posted the comment, as you’d expect.

14 February 2016


  • Follow-up alerts on your Dashboard!
  • Manual follow-up anytime from inside the quote, under ‘Actions’.

Read the blog post for more details…


  • Editing an expired quote auto-updates the ‘valid until’ date (e.g. 30 days from now).

User interface improvements:

  • Newly designed quote information panel (for authors), with quick access to quote activity.
  • Quote last viewed now displayed on Dashboard and Quotes screens.
  • New quote status labels on Dashboard and Quotes screens.
  • Dashboard: Display last action date on quotes. ‘Awaiting acceptance’ block reordered to show before ‘Accepted’ and ‘Declined’ block.

9 February 2016

Bug fixes:

  • Fixed a bug where removing an item from a template would delete any images/files attached to associated item.
  • Added validation to check that ‘item code / ID’ is unique when copying an item.

20 November 2015


  • Date formats on quotes and throughout the app are now available in US format (November 20, 2015).

1 November 2015

New integration with MailChimp:

  • Import your current Quotient contacts into a MailChimp subscription list, and continue to automatically copy contacts to MailChimp every time a quote is sent.

Read the blog post for more details…

New integration with QuickBooks Online:

  • Create draft invoices in QuickBooks from accepted quotes.
  • Lookup QuickBooks customers when adding contacts to quotes.
  • Lookup QuickBooks products/services when adding items to quotes.

Read the blog post for more details…

Xero integration update:

  • Invoice due date field (in Integrations > Xero > Create invoices > Settings) is now optional. Leaving this field empty will let your Xero defaults determine the invoice due date.


  • Integrations has been moved out of Settings and now sits in the top-right menu drop-down (under the gear icon).
  • Item ‘account codes’ is are now called ‘sales categories’.

25 August 2015

New integration with Insightly:

  • Lookup Insightly contacts when adding contacts to quotes.
  • Send a copy of new quote and acceptance emails to a contact in Insightly.

Read the blog post for more details…

22 June 2015

Quotient now 100% mobile:

  • Whatever the device or screen size, Quotient now adapts for a smoother experience.
  • New responsive user interface throughout app and customer quotes.
  • Increased font size for better readability.

File upload enhancements:

  • Drag and drop files onto an item to upload.
  • Attach multiple files at once.
  • Upload progress indicator.

30 March 2015


  • Download your data: contacts, quotes and template items.
  • Improvements to discussions.
  • New Notifications: New quote sent.
  • Add Customer Emails to Capsule or Highrise contacts.
  • Create quotes: within other apps with an embedded link (such as Xero, Capsule).

User interface improvements:

  • Dashboard Stats - replaced figure ‘sent quotes’ for ‘awaiting acceptance’ or ‘not accepted’ as matches percent figures in pie chart.
  • Dashboard notices, general visual improvements
  • Close private note (from Dashboard) if clicked from email Notification.
  • Moved profile into settings.
  • Moved ‘Set email from address for this account’ into profile.
  • Renamed ‘Settings’, previously ‘Account settings’.
  • Renamed ‘Integrations’, previously ‘Add-ons’.
  • Renamed ‘Account owner’ as better reflects actual role (previously ‘Billing contact’).
  • Display Account owner name to non-administrators (under Settings).
  • Added textile to discussion posts (bold, italic, bullets, links).
  • Added person avatar when posting to discussions.
  • Retina-fied images (person avatars, integration logos).
  • New default person and company avatar images.
  • Square cropped person avatars, maximizing your good looks.
  • Simplified contact wording (Website & Social).
  • Added author to blogs - we’re after fame as well as fortune.

Bug fixes:

  • Copy template item - fixed file attachment bug (deleting new file would also remove from original).
  • Copy template item - fixed missing filename when copied.
  • Template - item code not unique (bug) when copy quote to template. Fixed by checking first if matching item code over any other details (item code is king).
  • Fixed sticky dashboard notices (some you could not dismiss).
  • Cache busting fix, when reactivating deactivated account.
  • Non-administrators can no longer copy a quote to a template.

9 March 2015


  • Quote values displayed on Dashboard, Quotes and acceptance emails (author only).
  • Partial keyword search now supported on the quote search.
  • The quote number is now displayed on the dashboard.
  • Quote author options simplified (under ‘Actions’).
  • Quote acceptance email (to quote author) now includes link that requires sign-in (can save counting customer view when accidentally signed out).
  • Simplified ‘Withdrawn’ status, removed ‘Revoked’ and replaced with consistent behaviour.
  • A withdrawn quote is now not counted in dashboard stats.
  • Allow ‘Withdraw’’ on expired quotes.
  • Allow ‘Decline’ on expired quotes, helpful to provide feedback.
  • Status wording ‘Awaiting acceptance’ – previously ‘Sent’.

User interface improvements:

  • Use of colour and labels to indicate quote status.
  • Improved Private notes – quick ‘Reply’ added.
  • Increased the size of the ‘Accept quote’ button.
  • Quote customer view: branded border style used on input focus.

Bug fixes:

  • Fixed bug in some browsers where attaching an item file would scroll to top.
  • Fixed quoted value, sometimes inaccurate when quote edited and item removed.

16 February 2015

Improved dashboard stats:

  • Choose to view by total value, average value and count.
  • Select a specific time period to display.
  • Hover any point in time to see more detail.
  • See ‘quotes sent’ as well as ‘accepted’.
  • A pie chart of all quotes for the selected time period.

Read the blog post for more details…

9 February 2015

Create a template from an existing quote:

  • You can now create a template from an existing quote. All items in a template will also be saved as template items, meaning they will appear in item lookup results when creating new quotes.

Read the blog post for more details…

User interface improvements:

  • Xero account codes and Xero tax rates – simplified field matching interface.
  • Template edit screen now has a more distinct look.
  • Linked item placeholder text (e.g. Longer description, Quantity) has been lightened.

Bug fixes:

  • Long term session handling – fixed a bug where a quote author would be signed out if Quotient was running in multiple browser tabs.

23 November 2014

Cost price & margin:

  • Added optional cost price field to items.
  • If a cost price field is filled in, then a margin amount and percentage will display in the total.
  • Added a default margin in ‘Quote defaults’.

Item visibility:

  • Added the ability to hide the item total, unit price, quantity and item code while editing a quote or a template.
  • Fields and text marked in green are hidden from your customers.


  • Added the ability to insert a subtotal anywhere throughout a quote or a template.

Customer editable quantities:

  • Added the ability to allow your customer to change the quantity when they accept the quote.

Subscription prices:

  • Added an optional term field.
  • Added a new subscription type: ‘year’.
  • Display changes: ‘/ 1 month’ will now display as ‘per month’, ‘/ 3 months’ will now display as ‘per 3 months’ etc.

Item with quantity display changes:

  • Next to the unit price (on the quote view) we’ve removed the word ‘each’ and the word ‘Quantity’ has been substituted with an ‘x’. This is more fitting with how the editable quantity is displayed and is more user-friendly when quoting on things that are not “units” as such... like hours, days, measurements etc.

Field size increases:

  • Unit price and cost price fields now support 4 decimal places.
  • Unit price, cost price and item total fields have been increased to allow up to 17 digits.

Templates & Items:

  • When editing an item you can now see which template (or templates) the item appears on. This is especially handy to know if it appears on multiple templates.
  • Added the ability to copy an item (when in the item edit view).
  • Ability to create a template which has a text item at the top and no price items on the template.

Image attachments:

  • Image thumbs and large views now support retina displays.
  • The large view size has been increased and the compression quality is
  • Added a ‘Download’ button (to download original file).
  • Attaching images taken on a phone/tablet now retain their correct orientation (e.g. photos taken in portrait will come out in portrait).
  • Attaching images that are in CMYK (print) colour format now upload correctly.

Xero integration:

  • Support for the cost price field for inventory item lookups.
  • Support for 4 decimal places on inventory item lookups and creating invoices in Xero.
  • Quotes with additional subscription price totals will now also create separate invoices in Xero.
  • Item discounts on a quote now show in the discount column on the Xero invoice.
  • A quote-wide discount now shows as a negative value line item on the Xero invoice.

Bug fixes:

  • Fixed a timezone bug where the author’s timezone would default to Auckland/NZ if they were invited to an account. Timezone has been modified to match that of the account they were invited to.
  • Fixed a double click bug which would occur in some places.
  • Fixed a bug where in certain versions of Firefox adding a phone number to a contact would not save the phone number.

User interface improvements:

  • New dashboard icons for questions, private notes and announcements.
  • Redesigned the contact lookups and the create a new contact on the fly interface.
  • Important quote information is now grouped up in the top right of the quote edit view. Includes quote author, expiry date, currency, amounts entered, visibility and quote-wide discount.
  • Redesigned the item highlight and item tool panel.
  • Green fields and text styles for hidden information has been carried through to private notes.
  • Improved search filters (Quotes, Contacts, Items etc.)

29 April 2014

Quote appearance and layout options:

  • Added two new layout options with a less prominent quote number
  • Added option to choose your own colours for buttons, links and highlights
  • Added three more font options: Tahoma, Georgia and Times New Roman

Account ‘options’ menu:

  • Quickly navigation for account settings, your profile, Help & Support and sign out.

^ This is the public changelog for Quotient.