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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more 
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| Description | Quotient is an advanced cost management software that allows businesses to deliver excellent looking quotes enabling the best possible customer experience. The software can be used to send emails to customers with a personalised link showcasing the required quotations. The quotes produced by Quotient can be filled with images, website links and files to provide customers with everything that they need to make a decision. Users can even mark items as optional, giving customers a chance to choose the products that best suit their requirements. Quotient allows customers to add questions within the quote and users can start a ‘paper trail’ to answer the questions. At the end of the quote, an ‘I Accept’ checkbox is present that a customer has to click on in order to accept the deal. This also makes the deal a legally binding agreement. Moreover, Quotient even allows users to turn their perfect quote into a template and use the same to send quotes to their next customer in real-time. Read more | ClientPoint is a digital proposal management software for enterprises helping them with business relationship workspace management for individual partners, prospects and customers alike. Here organisations are allowed to share materials, schedule meetings and meet clients online as per convenience. Users can start working with the particular platform in a step by step process and close more deals adequately. Companies situated in different parts of the globe, using ClientPont has experienced 30% higher closing rates, 100% increase in sales and up to 95% reduced operational timings in proposal generation. Active integration with external platforms like ZOHO, HubSpot, NetSuite, Microsoft Dynamics CRM, Salesforce and Pipedrive is of great help. Further, the sales accelerated platform helps out marketing leaders and professionals, sales representatives, sales operations leaders and customer support providers to be their best. For adequate data protection and seamless management, ClientPoint abides by advanced SSL technology and user-based authentication protocols on the go. It runs over Amazon’s AWS data centre providing adequate infrastructural advantages for the users to indulge in. Read more |
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| SW Score & Breakdown |
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
84% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
| SaaSworthy Awards | # 7 Most Popular |
Not Available
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| Total Features |
11 Features
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8 Features
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| Common Features for All |
Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
e-Signature
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Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
e-Signature
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| User Rating |
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| User Sentiments |
Professional Looking Quotes, Ease of Use, Great Customer Support, Customizable Templates Limited Customization Options, Lack of Advanced Reporting Features, Limited Integration Options, Issues with Discount Functionality |
Not Available
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| Review Summary |
Quotient is a highly praised quoting system that users love for its ease of use, professional-looking quotes, and fantastic new features constantly being added. Users also rave about the outstanding customer support and the app's ability to streamline quoting processes, cut down on time spent quoting, and increase sales. Quotient is praised for its user-friendly interface, integrations with Xero and Quickbooks, and the ability to track quote views. Some users wish for more customization options and a more robust reporting system. |
ClientPoint is a popular platform for creating and sending professional proposals. Users consistently praise its ease of use, intuitive interface, and time-saving features. They appreciate the ability to track proposal views and create templates, which streamline the process and allow for efficient customization. While some users mention minor drawbacks like occasional slow loading times and formatting issues, the overall consensus is positive, with ClientPoint proving itself to be a valuable tool for boosting sales and improving productivity. |
| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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One Man Band $25.00 $25.00 per month Business Time $45.00 $45.00 per month |
ClientPoint Custom |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots |
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| Videos |
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| Company Details | Located in: Hamilton, New Zealand Founded in: 2011 | Located in: Carlsbad, California |
| Contact Details |
Not available |
888-972-7375 |
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