Quotient

Review of Quotient Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About Quotient

Quotient is a cloud-based configure-price-quote (CPQ) solution that caters to small businesses across various industry verticals and helps users to create, send and manage professional quotes. Key features include contact management, pricing management and proposal management. Quotient enables users to add images, website links and files to quotes. Users can also mark items as optional or create multiple choice options for quotation forms. The solution enables users to convert quotes into templates and store them in a content library. The central dashboard displays updated quotes, questions, notifications and other business activities. Additionally, the solution supports integration with multiple third-party customer relationship management (CRM) systems such as Xero, QuickBooks, Zapier, MailChimp, Capsule and more. Quotient can be accessed via multiple devices including mobile phones and tablets. Services are offered on a monthly subscription basis that includes support through an online helpdesk and live chat. Pricing is per user per month.

Quotient Screenshots

Quotient Features

Features of Quotient
Automated Quoting
Billing & Invoicing
Customizable Branding
Discount Management
Document Management
Electronic Signature
Pricing Management
Proposal Generation
Third-Party Integrations
Access Controls/Permissions

Quotient Integrations

Insightly logo
Insightly
Mailchimp logo
Mailchimp
Zapier logo
Zapier
QuickBooks Online logo
QuickBooks Online
Xero logo
Xero
Capsule logo
Capsule

Customer Reviews

See why people love Quotient

5 Star
90%
4 Star
0%
3 Star
10%
2 Star
0%
1 Star
0%
Nate F.

Nate F.

Verified User

Graphic Design · 2-10 employees

Used weekly for more than 2 years
Dec 22, 2025

This is a great piece of software

Positive to say the least. It has helped me grow my business from basic design to full branding projects of five figures.

What they liked
  • An integral piece of software in my tech stack for job management
  • Quotient feeds seamlessly into Xero matching quote numbers, job numbers and invoice numbers and making client management (at least in this area
  • ) completely painless
  • Without a doubt one of the best investments I have made in my business
Room for improvement
  • Not too many - the team is very responsive to issues and feedback
  • There may be some more integrations that could be done but honestly it's not a bad thing to keep quoting separate
  • In my experience it's better to have 4 pieces of software that are really, really good at what they do rather than have 1 piece that is really ordinary at 4 things
  • Quotient is really, really, really good
Why they chose it

"As I said above it suited my needs and focussed on being really, really good at one thing - quoting quickly and efficiently."

Paul K.

Verified User

Facilities Services · 11-50 employees

Used daily for less than 2 years
Dec 22, 2025

Exactly the simple, professional online quote system we needed

I have told many people that quotient is one of the best business software products we use and I stand by that. It is exactly the tool we needed to solve our cost to quote problem which was limiting our business growth. Our time to generate a quote went from 4-6 person hours to a matter of minutes, and our number of quotes generated and contracts signed has increased dramatically. We did not need a complicated system, we just needed an easy to use way to make consistent quotes without a ton of effort, and Quotient fills that need for us perfectly.

What they liked
  • The interface is brilliantly designed to be simple and easy to use while offering options for customization in an insightful way
  • FOr our company, it has saved hundreds of hours of staff time that used to be spent generating quotes manually by automating repeated quotes with templates and offering a great interface for customizing quote content in a consistent and professional format
Room for improvement
  • That I didn't have it years ago
  • While we have used it for a year and a half, the time it took to generate a quote before then still haunts me
  • There are some custome features we would like, but the product grows to add things at a measured pace to keep it simple
Why they chose it

"It offered a simple way for multiple users to quickly create quotes that look professional and don't require nearly the effort we used to have to put into each quote."

Danny A.

Verified User

Marketing and Advertising · 11-50 employees

Used daily for more than 2 years
Dec 22, 2025

Very limited, extremely basic quoting program without many features others have had for 15 years

Service people are nice and responsive. But this product should not be a released product for reason cited above. They say they will put the product improvement idea "read a last name merge field"???? in as a suggested feature for some future release, but if they have made any improvements to their product over the last 2 years I have not seen it. I am currently looking for a new program. Don't spend your time or money until they

What they liked

the customer support responds quickly, but often with the answer, we can't do that

Room for improvement
  • It does not have many of the most basic features: Like a last name merge field
  • REALLY
  • Very limited on how you can format your quotes, fonts, and color of everything
  • Putting in hyperlinking is limited and many of the things you can do, you have to do with code
  • Again really
  • You have to enter code to change the color of a font
  • What is this the early 80s

ERin P.

Verified User

Building Materials · 2-10 employees

Used daily for less than 6 months
Dec 22, 2025

Quotient Provides an Easy Competitive Advantage

Quotient has cut the time that we spend quoting in half, and the customer experience is fantastic. This platform definitely helps us set ourselves apart from the competition.

What they liked
  • Adopting Quotient as our quoting tool has been a game changer for our business
  • Building out the templates was really intuitive and our clients are still singing praises about the professionalism of the quote presentation
Room for improvement
  • Honestly, I don't have anything to note here
Switched From

The product was expensive, cumbersome and the presentation to our clients was underwhelming.

Zak B.

Verified User

Events Services · 2-10 employees

Used weekly for less than 12 months
Dec 22, 2025

Best quoting tool out there!

Very very impressed - really good tool for my business.

What they liked

Super easy to use loads of functionality - easily the best bit of quoting software I’ve used

Room for improvement
  • Nothing - it’s great
  • Could be a bit cheaper but so could everything
Switched From

Way more functionality and much better for my business which requires detailed quotes and proposals.

Brad C.

Verified User

Telecommunications · Self-Employed

Used daily for free trial
May 28, 2026

Look no further!

Easiest quotation based program I've used, feature rich whilst still remaining simple and easy to use. Love the capability to embed documents, files, pics etc.

What they liked
  • Fresh outlook, ease of use, feature rich and simple
Room for improvement
  • Not much to complain about, nothing actually

Rene B.

Verified User

Health, Wellness and Fitness · 2-10 employees

Used daily for more than 2 years
May 28, 2026

My thoughts on Quotient

Nothing but good things to say! Customer service has been awesome, the emails sent my way provide me with useful information, not just another sales pitch or special offer, and the pricing for what we get is perfect. A program designed for the big boys, but priced with the little guy in mind! -the initial set-up was easy -adding or removing price items is simple -dido for text items -quick glance on the margin you're making is very useful while working on a quote -collaborating with teammates is easy -knowing what quotes you have on the table, who you need to follow up with, and which deals you have won with just one click is awesome -being able to integrate with other programs we use on a daily basis was a bonus -the overall appearance of our quotes is like nothing else our clients have seen -being able to create and save templates for items or combinations of items we sell often saves us a lot of time What can I say...we love Quotient!

What they liked
  • I think when it comes down to it, the last thing I need is the headaches that come with over complicated programs, that continuously try to upsell you, or strip away tons of features unless you dish out more dime
  • With Quotient, you get an easy to use program from start to finish, for a reasonable price
  • As an added bonus, you have the satisfaction of providing a final presentation you can be proud of
  • When I did have questions I couldn't figure out on my own, a quick and directly related response to my email is what I got
  • If I could say one more thing, it would be about communication
  • Not too little, and not too much
  • If there's one thing I find annoying, it's the daily BS emails I get with special offers, or useless information from most other companies
  • I don't get that with Quotient; the emails I do receive are pertinent to what I'm using the program for and help me save time, effort, and in the end, money
Room for improvement
  • In all honesty, I can't think of any cons when it comes to Quotient
Why they chose it

"I was first introduced to Quotient back in 2018 when I started working for another company in commercial sales. When I set off on my own, it was a no-brainer to keep using Quotient for all the reasons noted above. Never even considered any other program!"

Jamie S.

Verified User

Construction · 2-10 employees

Used daily for more than 2 years
May 28, 2026

Fantastic service, Quotient is the best ✅

Complete ease of use and they make quoting easy. I do around 6 quotes a day every day and have been with these guys for years. Honestly, if you are looking for a company to provide the best and easiest way to quote, you have found them!

What they liked
  • I have been with you guys for years and honestly could not have run my business as successfully without Quotient
  • Awesome system ✅✅✅✅
Room for improvement
  • I have nothing bad to say about Quotient

Tom H.

Verified User

Design · 2-10 employees

Used daily for more than 2 years
May 28, 2026

Simple and efficient. Brilliant software.

Quotient is excellent. It does everything I need, easily and simply and it makes my life a breeze.

What they liked
  • I love the ease of use and how I can integrate everything into my pipeline
Room for improvement
  • Nothing at all
  • I'd like some extra reporting features but these may be added over time

Santiago V.

Verified User

Automotive · 51-200 employees

Used daily for less than 6 months
May 28, 2026

Great service

Great customer service, easy to use and clean interface.

What they liked
  • The multiple option quotes and follow ups
  • Great
  • We used to send quotes back and forth with clients on my business when they wanted a change in a quote, now they can modify whatever they want in the quotes
  • Less human error and less time lost
Room for improvement

There's nothing bad, just things that would be useful are: a way to leave only the accessories or price items the client selected when printing a quote or downloading as pdf, and anchored final price while clicking the options on a quote, so the client can select products while seeing the final price always

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