I know what you’re thinking. Did he make a faux pas? Didn’t he mean, “Can I Quote You on that?”
Well, not really. Allow me to explain. Usually the term quote or quotation is synonymous with repeating what someone said verbatim (viz. quoted word for word). It’s usually something that someone of importance said that was so profound and appropriately said at the right time, at the right place. So much so that you’ve found yourself wanting to use that person’s words to make an impression or an impact. Hence you want to “quote their words”.
But in this context, I would like to shift gears to refer to the word “quote” in a business context. You’re presenting a proposal for services for a client’s acceptance. And that’s where Quotient comes in. It can exude the same qualities and has the same impact. Just imagine, presenting a meticulously, customized pricing quote to a client and he accepts and approves it without question. Even if there were some questions, the outcome was successful. How does that make you feel? Wasn’t that your goal? You’re probably thinking, “mission accomplished.”
The reason you were successful in this endeavour may be because you were proactive and put some thought into the process to equate value with price. You, for lack of a better word, quoted a fair and reasonable price for the services you provide. In short, based on your proposal. the client recognized that he was getting valuable services for the price quoted.
So what does this have to do with Quotient? Well, glad you asked.
Quotient touts itself as the incredibly simple quoting system for your business which allows you to present your product or service in an innovative way and gives your customers the ability to view, discuss and accept your quotes online – it’s never been easier.
You can speed up the quote making process by using one of your own pre-populated quote templates for a common product or service. Line items can be marked as recommended options or as optional extras (up-sells if you will) and you can attach documents or images to line items. A sent quote can be altered and revised as many times as your customer requires without creating a messy paper or email trail. On every quote you can track how many times it has been opened and when it was last viewed by your customer.
The Quotient Dashboard essentially becomes the heartbeat of your business for you and your team. It’s where you begin to make a new quote or search for past and present quotes. You get an overview of accepted quotes relative to quotes still outstanding or expired. At a glance you can see any unanswered questions, quotes still in draft, recently accepted (or declined) quotes and quotes that have recently been sent.
Quotient is so easy to use, with a learning curve so low that you’ll have your first quote out in a matter of minutes from signing up to the free 30 day trial.
Best of all, there’s the Quotient plus Xero combination for a seamless, time saving integration experience.
Quotient can connect directly to your Xero account so that accepted quotes automatically appear as draft invoices in Xero. This saves you time and eliminates any human error by not having to re-enter details from the quote to invoice stage.
All relevant contact and quote information is transferred. This includes selected line items, quantities, account codes and tax rates and there’s also a handy link back to the original quote which links the two systems together nicely.
Together, the Xero dashboard gives you a real-time view of your business at a glance, including bank balances and money coming in and going out. With automatic bank statement feeds and no more data entry or downloads, reconciliation is a breeze and you’ll have much greater visibility of your cashflow. You can see at a glance who owes you money. Also you can customize, create, send and receive invoices and generate and view interactive reports with ease.
Quotient and Xero are two dynamic apps that really help you manage your business efficiently and effectively. So with a win-win approach to your customers, each successful proposal presented and accepted with Quotient should give you the rewarding feeling of “mission accomplished”.