Stand out from your competitors and look even more impressive. Being online your quotes will have a whole new level of engagement leading to greater success.
We’ve made it easy to accept quotes online, while the “I accept…” checkbox has the added benefit of being legally binding.
Keep your finger on the pulse by viewing quotes in one place and know what’s hot and what isn’t. A solution that management will love.
It’s really quick to get started, you can create and send your first quote in a matter of minutes. Refine your ideal quote as a template – the ultimate in sales automation.
Gain powerful insights by seeing how many times a quote has been opened and when it was last viewed. An invaluable tool to improve your sales process.
See your quote data in a beautiful and easy to digest way. You can also dig deep to gain meaningful insights into how your business is performing.
Xero is Online accounting software that's easy to love. You can include Xero contacts and Xero inventory items when creating quotes. They are real time lookups, meaning they work seamlessly alongside Quotient’s own powerful contacts and template items.
Best of all, once a quote has been accepted, a Xero invoice is created automatically. No more double handling, all relevant details are included:
Quotient runs in the cloud and is always secure, meaning you don’t have to worry about the technical details. All you need is a web browser or mobile device and you’re ready to go. Quotient fully supports Safari, Chrome, Firefox, and IE 10+ (Mac, iPhone/iPad, PC, Android).
“‘The Competitive Advantage.’ I love Quotient. I knock out estimates faster than I ever have and our acceptance rate has jumped to over 90%! The ability to add images and PDFs to items allows my quotes to include enough information for the customer to make a decision without calling me multiple times with questions. Hyperlinks become clickable in the estimate, so my clients can get even more information if they need it. Having the quote calculate my profitability makes calculating discounts much easier and is adding years to the life of my calculator.
The biggest advantage of using Quotient, however, is the ability to mark quote items are required, recommended, or optional. This is, what I believe, the feature that has increased our close ratio the most. We no longer scare clients off with big estimates, but we allow them to add on the features that matter most to them to increase the estimate to match their budget.”