Blog
Most Recent Posts
What’s Changed in Quotient – August 2026New
Recent Quotient updates: clickable Contact Cards on Quotes, Quote Versions now under Overview, clearer Unanswered Questions, Contact-wide Private Notes, and stronger We/Me controls.
August 19, 2026
Introducing the New Contact ScreenNew
The new Contact Screen puts every customer relationship in front of you: Private Notes, Company details, and the stats behind every Quote you’ve sent.
August 12, 2026
Introducing Bulk Actions
The new Bulk Actions in Quotient make it easy to update multiple Quotes, Items, Contacts, and Leads at once, including sending Quote Follow-ups in bulk.
May 14, 2026
Sharing Templates & Items Across Multiple Quotient Accounts
You can now manage your Templates & Items in one main account and share read-only copies with other connected accounts. It keeps everything aligned, from pricing to wording, and removes the need for manual updates.
March 10, 2026
Hide Declined & Expired Quotes from Customers
You can now control whether customers can view Declined or Expired Quotes – this protects your pricing while still allowing customers to get back in touch if they wish to revisit.
December 16, 2025
Take Control of Your Invoicing with Quotient
Take control of your invoicing with Quotient’s new features: Deposits, Split Invoices, and Adjustments. Manage cash flow, get paid faster, and streamline your workflow with seamless Xero and QuickBooks integration.
December 9, 2025
New Option for Calculating Profit: Markup
We’ve added a new way to calculate profit on your quotes – introducing Markup!
November 17, 2025
June Updates in Quotient 🎉
These updates lay groundwork for some exciting new features coming soon – including Deposits, Split Invoices, and Adjustments (for Xero or QuickBooks integrations).
June 29, 2025
The Right Word Matters: Quote, Proposal, or Estimate?
Depending on your business or industry, it might be more appropriate to send your customers a ‘Proposal’ or an ‘Estimate’, rather than a ‘Quote’.
September 12, 2024
Quote Versions Now Available!
Introducing Quote Versions! Making changes for your customers is now a breeze, as you can easily view and restore past versions.
May 7, 2024
Introducing ‘Waiting’ – a simple way to prioritize and organize your work
Discover the new way to organize your work with ‘Waiting’, learn when to use ‘Complete’, and hear how different businesses are leveraging the new ‘Waiting’ tab.
March 12, 2024
A fresh take on Private Notes
Announcing a range of exciting updates: improved Private Notes, new filtering options for Quotes on your Dashboard, and new Quote status options to help your workflow.
November 11, 2023
New Email Footers – with Company Logo and Your Profile detail
Introducing a brand new feature - the Email Footer - designed to help you sign off your outbound emails in style.
May 15, 2023
New eSignatures and Acceptance Enhancements
New in Quotient: eSignatures and acceptance enhancements, with a more streamlined and efficient signing process.
March 21, 2023
Level Up: The balancing act of writing great Terms and Conditions
Whether you’re creating a quote for once-off or ongoing work, it’s important to include clear terms and conditions. It can be tricky to include everything important without overwhelming your customer, or relying on wordy legalese, so keep it straight forward and concise for best results.
September 28, 2022
New: Schedule Email
New features: Schedule emails to be delivered at a future time and date. Plus, now whenever an email is sent, you the option to stop it.
June 11, 2022
Level Up: Pricing Your Work
There are a range of factors to consider when pricing your work, beyond the cost of materials. Overheads, labour costs, and a fair profit margin are all important considerations. Getting the basics right will help your business stay afloat.
February 8, 2022
Our Biggest Little Update
New real-time ‘Active’ status, so you can see when a customer is viewing a Quote live! Name change: Saved Content (previously Templates & Items). Quote editing has been refreshed with a more streamlined process for sending Quotes.
December 4, 2021
Refreshed Quote Edit, with many enhancements
Introducing a refreshed Quote Edit screen, with the ability to Duplicate Items, adjust the Margin Percentage, a new Calendar Date Picker, and a more streamlined process for sending Quotes.
December 4, 2021
Level Up: Five Best Practices and Insider Tips
Here are some basic best practices that will serve both your business, and your customer’s needs, and ensure every Quote you send is the best it can be.
October 28, 2021
Update Contact & Resend – the new way to handle incorrect email addresses
You can now fix an incorrect email address for a contact and resend the quote, in one easy step.
May 17, 2021
Custom Domains for Email, with new and improved authentication
If the email address you use for Quotient is associated with a domain name that you (or your company) owns, you can configure Quotient to send emails from this email address.
April 2, 2021
New: 70+ Quote Examples for inspiration
Get inspiration and explore features from our 70+ quote examples
February 29, 2020
New: Two-Factor Authentication for Quotient
Two-Factor Authentication adds optional security to your account.
March 10, 2019
New: Effortless Reviews
New in Quotient: Collect Reviews & Feedback from your customers. Feature the best Reviews on new Quotes.
August 6, 2018
Buttons for Everyone + Quote Viewed Email Notification
Latest updates: All-new buttons (in emails) PLUS the new Quote Viewed email notification.
June 24, 2018
Introducing Leads
Your customers can now send a new request online, directly to you – and into Quotient, ready to be converted into a Quote.
April 8, 2018
It’s official: Zapier together with Quotient connects with 1000+ Apps
Your Quotient account can now be connected through Zapier to a possible 1000+ web apps to streamline your workflow and make your life easier.
October 3, 2017
New in Quotient
Improvements to Settings, plus a new integration with Zapier and Webhooks for Developers.
August 27, 2017
New: Quote Edit Updates
Today we’ve released some visual updates that make working with Quotes easier and more intuitive.
June 28, 2017