Quotient is super-intuitive online quoting and proposal software that lets you create, send and manage your quotes. Save time and make more money with Quotient.
New Zealand
Joined August 2011
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Ever held off on adding your staff to your quoting software because you didn’t want them seeing all your sales figures?
With the new Team Member Roles, you can limit what your team sees, including the values in your Dashboard Stats.
quotientapp.com/blog/team-me…
New in Quotient: Private Notes on Contacts 📝
Add a note to a customer once and it shows up on every new quote for them.
“Aggressive dog out back. Get it secured before any visit.” 🐕
Your team sees it. Your customer never does.
quotientapp.com/blog/private…
The new 👤 Contact Screen is live in Quotient.
Private Notes that resurface the next time you quote a customer, plus stats on every quote you've sent them 📊📈 totals, averages, and how they landed.
quotientapp.com/blog/new-con…
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. quotientapp.com/blog/introdu…
Manage multiple Quotient accounts? New feature alert: Share Templates & Items from one Source account to your other accounts as read-only copies.
Perfect for franchises, multi-brand teams, or regional ops!
Full details: quotientapp.com/blog/sharing… #SmallBusiness
#Quoting
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.
quotientapp.com/blog/decline…
Deposits, Split Invoices, and Adjustments 💰 Our latest update pairs perfectly with @Xero and @QuickBooks... quotientapp.com/blog/deposit…
We’ve added a new way to calculate profit on your quotes – introducing Markup! quotientapp.com/blog/new-mar…
A few lovely 5⭐️ reviews from some of our amazing customers. We are humbled 🙏 Via the Xero App Store. Thanks @Xero
New options in Quotient: Proposal or Estimate…
quotientapp.com/blog/quote-p…
Quote Versions Now Available 🎉 Making changes for your customers is now a breeze, as you can easily view and restore past versions. quotientapp.com/blog/quote-v…
Introducing ‘Waiting’ – a simple way to prioritize and organize your work quotientapp.com/blog/introdu…
New in Quotient: A fresh take on Private Notes quotientapp.com/blog/a-fresh…
New Email Footers – with Company Logo and Your Profile detail: quotientapp.com/blog/new-ema…
New in Quotient: eSignatures and Acceptance Enhancements ⚡✅⚡ quotientapp.com/blog/new-esi…
Doug and Danika of D&D Letterpress have been using Quotient for 7+ years! Read their inspiring story, how they fell in love with letterpress and created an amazing business from nothing founderoo.co/posts/ddletterp…
Quotient App retweeted
Check out MinuteDock's unique list of five essential categories of software needed to help you make your bookkeeping business shine. #smallbusiness #productivity #timetracking #SaaS
minutedock.com/academy/5-typ…
