Quotient Features

As reported in 11 Quotient reviews. Define fields to pull in dynamic information.

Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. This feature was mentioned in 10 Quotient reviews.

How well the platform supports images, audio, and video in proposals.

Create adaptive online documents for view via browser or mobile device.

Create attractive PDF versions of proposals. 10 reviewers of Quotient have provided feedback on this feature.

Based on 11 Quotient reviews. Brand proposals and the application's portal with your company's logos and branding.

Easily search for and add elements to a proposal.

Multiple users can edit a single document.

Automate workflows by routing documents to the correct individuals for adding content and approval.

Track who is looking at proposals and how often or for how long.

Find out which pieces of content are performing best.

Based on 11 Quotient reviews. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 10 Quotient reviews. Program in-app and email notifications for approval milestones or actions.

Push and pull data from CRM to build proposals and update statuses with clients.

Couple accepting proposals and signing contracts together in one workflow.

Push and pull data from quote applications to build proposals.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Allows users to generate text based on a text prompt.