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 'Start Trial'.
  3. Fill out the form, with your first name, last name and company name.
  4. Hit 'Create 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 1 month 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: Settings > Billing Overview > Payment Details.

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 right).
  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 hitting the 'tab' key or the 'New Contact' result, then enter their First Name, Last Name and Email.
  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 ‘Save, Next...’.
    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. Have a look over the Quote, then hit ‘Send...’.
  8. Preview the email message, make any changes then hit 'Send Now'.
  9. The Quote has now been sent and is awaiting acceptance!

Next Article: Layout, Style and Company Information →