Quick Start Guide

Watch this video to see how easy it is to start a free trial and send your first Quote...

How to create a free trial

  1. To get started, visit www.quotientapp.com/pricing
  2. Hit 'Try Quotient for free'.
  3. Fill out the form, with your first name, last name and company name.
  4. Hit 'Create New Account'.
  5. You can proceed to your Dashboard straight away, or you can confirm and complete a few more details (such as your currency/tax defaults and your company details) before proceeding to your Dashboard.
  6. That's it, you're now ready to begin quoting!

How does your free trial work?

Your free trial has all the features of a paid account.

You can cancel at any time, or if you'd like to carry on using Quotient beyond the trial, then you can enter your payment details here: Account Settings → Billing → Payment Method.

We'll send you a reminder email a few days before your trial expires.

Create and send your first Quote

  1. From the Dashboard, hit ‘New Quote’ (top left).
  2. Choose who you wish to send the Quote to, either:
    • search for an existing Contact by Name or Email Address (this could also be their Company Name)
    • create a new Contact by entering your customer's First Name or email address, then hit the 'tab' key or the 'New Contact' result, and complete their First Name, Last Name and Email, and select 'Create Contact'.
  3. Give your Quote a descriptive Title.
  4. Search for (see Item lookups) …or… create some Price Items.
  5. Search for …or… create some Text Items, for things like terms and conditions.
  6. Hit ‘Preview & Send’.
    If you're not ready to send your Quote straight away you can save it and it will remain in draft, where you can come back to it later.
  7. Preview the email message, and make any changes that might be required.
  8. Have a final look over the Quote, then hit ‘Send Now’.
  9. The Quote has now been sent and is awaiting acceptance!