Quotient is a sophisticated quoting software favored by sales teams and businesses looking to streamline their quote creation process. The platform combines professional quote templates, interactive customer engagement features, and automated follow-ups to enhance the sales workflow.
Users can create branded quotes with optional items and images, while customers can view and accept them on any device. With built-in analytics, eSignature capabilities, and seamless integrations with CRMs and accounting software, Quotient simplifies the entire quoting journey.
Quotient offers a streamlined quoting process, boasting attractive templates and interactive features like embedded files and client commenting. This makes it ideal for businesses seeking a polished, client-friendly sales experience, particularly service-based companies crafting detailed proposals. The integrated e-signatures and automated follow-ups are genuine time-savers.
Conversely, the lack of specific "cons" makes a balanced assessment difficult. While Quotient promotes robust analytics, the vagueness around its depth raises concerns. Businesses relying on granular sales data might find this limiting. Similarly, the touted "seamless integrations" need further clarification regarding which platforms are supported.
Overall, Quotient appears promising for simplifying quote creation and enhancing client engagement. If the integrations align with your existing tech stack and basic analytics suffice, Quotient warrants consideration. Proceed cautiously if advanced reporting is critical to your workflow.
Use Quotient's "Optional Items" feature within your quotes to upsell and increase deal value. By presenting customers with clearly defined add-ons or upgrades related to their primary need, you can subtly showcase the value of a more comprehensive solution, leading to larger and more profitable sales.