8.6
Spot Score
Quotient Review: Is It The Right Proposal Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
Starts from $25 / Month
Overview
Pricing
Features
Buyer feedback
Alternatives
Media
Security & Compliance
Support
FAQ
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What is Quotient?
Quotient is proposal software that lets user manage proposals, quotation and account information, collaborate with team, and track sales performance. Integrates seamlessly with third-party accounting systems and business development tools for multi-user collaboration. From one system user can create quotes and proposals, track sales, costs, margins and sales commissions all on the same screen. Quotient is also a third-party integration for a host of popular business development tools.
Pricing
Starts from $25 / Month
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
Data residency:🇺🇸
Quotient Screenshots
Quotient was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Quotient
- Use cases
- Sales teams managing proposals and quotations, Businesses requiring integration with accounting and CRM systems, Companies focused on improving sales performance tracking
- Team types
- Sales managers, Business development teams
- Company size
- Small Business, Medium Business
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose Quotient
Automates lead generation and quoting process efficiently, saving time
User-friendly interface with customization options for varying skill levels
Seamless integration with CRM and accounting software
Is Quotient right for you?
Best for sales teams needing integrated proposal and sales performance management.
Choose Quotient if
- You want seamless integration with accounting and CRM systems for unified workflows.
- Your team needs to create and track quotes, margins, and commissions in one place.
- You value multimedia-enhanced proposals to increase client engagement and conversion rates.
Consider alternatives if
- Your organization requires extensive third-party app marketplace options beyond current offerings.
- Your users lack access to onboarding or support needed to manage the software’s complexity.
What buyers should know before shortlisting Quotient
Quotient. app works best for sales teams that need fast quote generation with margin visibility.
The 30% conversion lift users report comes from the Margin calculation feature and Capsule CRM integration—verify both work with your existing stack before committing. In a demo, test the photo/video attachment workflow and confirm the quote customization options match your branding requirements (colors, logos, terms).
Key limitations: the software is built around Capsule CRM as the primary integration point. If you use a different CRM, you'll need to evaluate whether manual data entry or a third-party connector works for your volume.
The interface is straightforward, but spend time in the demo confirming that your quote approval workflow (if you have one) maps to Quotient's process. Pricing is straightforward with no hidden per-quote fees, but clarify whether your plan includes unlimited users or if seat costs scale with team size.
Ask support directly about data export options and whether you can migrate quotes out if you switch platforms later. Customer support is responsive, so use your trial period to test edge cases specific to your business—margin calculations on tiered pricing, bulk quote generation, or custom fields—rather than relying on generic feature lists.
Quotient pros and cons
- Quotient pros
Automates lead generation and quoting process efficiently, saving time
User-friendly interface with customization options for varying skill levels
Seamless integration with CRM and accounting software
- Quotient cons
Complexity in fully utilizing all features can overwhelm new users
Limited app marketplace restricts advanced integrations
Ready to try it?
Get started with Quotient
Start your free trial — no credit card required.
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Compare Quotient side-by-side with top Proposal Software alternatives.
What is the pricing of Quotient?
Quotient Pricing Plans
Quotient reviews and ratings
Buyer sentiment
Overall positive sentiment highlights improved sales efficiency and user-friendly customization, tempered by concerns over feature complexity and limited integrations.
What buyers like
- Ease of use
- Integration capabilities
- Customer support quality
Common complaints
- Feature complexity for new users
- Limited marketplace integrations
What users are saying
MD
Michael De Florio
01/06/26
Quotient has become an essential part…
After many years of using Quotient, it has genuinely changed the way I handle quotes. It’s clean, intuitive, and makes the entire quoting process feel ...
Read more
JB
John Benedetti
12/23/25
Refined and Professional Proposals!
I've been using the Quotient software for approx 2 years for both my Painting and General contracting companies. The ability to see how our clients ...
Read more
S
Susie
12/09/25
The X factor
The nice people at Quotient and their product are reliable, consistent and professional! Q has the X.
WS
William Sim
12/02/25
We are very happy with Quotient
We are very happy with Quotient. The API features and integrations with Xero, HubSpot, and Zapier make it a powerful tool for streamlining our ...
Read more
ES
Eric S
12/01/25
I've used Quotient for years and have…
I've used Quotient for years and have zero reservations recommending it to other small businesses. The solution is clean, simple, and just plain ...
Read more
RW
Renee Wingfield
12/01/25
Versatile !
We use this across multiple aspects of our business as a highly visual business the image download is terrific among the other features.
- See if Quotient fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
Step 1 of 4
How big is your team?
We tailor recommendations to companies your size.
What are the features of Quotient?
The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. Yo…
Alert Notifications are an essential feature of software that provide users with real-time updates and important information. These notifica…
The approval workflow is a standard corporate procedure in which data must be signed off at a given point. Approval procedures necessitate v…
CRM integration is a vital feature found in most modern software programs that helps businesses streamline their customer relationship manag…
Collaborative editing is a powerful feature that allows multiple users to work together on a single document or project in real-time. This f…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer Pipeline is a feature that is designed to facilitate the management of customer relationships for businesses. It refers to a struct…
To improve attraction, brands are turning to individualized branding tactics. Brands are putting more power in the hands of consumers than e…
Document Analytics is a powerful software feature that provides users with insights into the content and structure of documents. It uses adv…
Document Audit Trail is a vital feature of software systems, designed to track and record any changes made to a document throughout its life…
A document library is a safe place to keep files that you and your coworkers can effortlessly search, collaborate on, and access from any de…
Quotient security and data handling
Key compliance certifications and security features for IT and security teams evaluating Quotient.
Certifications
Developer & data
Alternatives to Quotient
Quotient Support Options
Frequently Asked Questions About Quotient
Common questions buyers ask before choosing Quotient.
Quotient is a Proposal Software. Quotient offers Collaborative Editing, Document Analytics, Document Audit Trail, CRM Integration, Document Library and many more functionalities.
Quotient is a strong fit if: You want seamless integration with accounting and CRM systems for unified workflows.; Your team needs to create and track quotes, margins, and commissions in one place.. Consider alternatives if: Your organization requires extensive third-party app marketplace options beyond current offerings.; Your users lack access to onboarding or support needed to manage the software’s complexity..
Buyers commonly note the following limitations of Quotient: Complexity in fully utilizing all features can overwhelm new users; Limited app marketplace restricts advanced integrations; Requires proper guidance or support to maximize benefits.
Some top alternatives to Quotient includes PandaDoc, Offorte, Quoters, Quote Roller and QorusDocs.
Quotient offers Free Trial, Subscription pricing models
The starting price of Quotient is $25/Month
Ready to try it?
Get started with Quotient
Start your free trial — no credit card required.
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
