Home/Proposal Software/Quotient vs ClientPointUpdated on: March 29, 2024

Compare Quotient vs ClientPoint

85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Quotient
Quotient Proposal Software (164 Ratings)
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Quotient

Quotient

Proposal Software (164 Ratings)
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

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. ..show 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. ..show more

Features

Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Alert Notifications Alerts the user when predefined criteria is met

Approval Workflow Allows to route the documents to one or multiple people for seeking their approval

CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management

Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel

Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.

Document Analytics Helps to know the complete insights of a document like who, when and how it is used.

Document Audit Trail Tracks the document signature history and timestamp for legal attestation

Document Library Central repository to manage your assets like Images, PDF files, etc.,

PDF Export Enables to export the document to PDF file for easy sharing

e-Signature Electronic Signatures help users to sign their digital documents remotely

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Hamilton, New Zealand

Carlsbad, California / 888-972-7375

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

One Man Band
$25 /Month

1 Team Member only

Features

  • Quotes with a competitive edge
  • Multiple Choice Items
  • Offer directly on the Quote
  • Close the deal
  • Creating quotes
  • Get Notified
  • Templates
  • Dashboard
  • Search and view all your Quotes
  • Team Management
  • Multi-device support
  • Integrations
Business Time
$45 /Month

2-5 Team Members included

Features

  • Quotes with a competitive edge
  • Multiple Choice Items
  • Offer directly on the Quote
  • Close the deal
  • Creating quotes
  • Get Notified
  • Templates
  • Dashboard
  • Search and view all your Quotes
  • Team Management
  • Multi-device support
  • Integrations
View Price Page
ClientPoint
Custom

Features

  • Master Content Library
  • Built-In Editing Tools
  • Intuitive Online Viewer
  • Shared Sales Content
  • Live Dashboard
  • Automated Notifications
  • Powerful Analytics
  • E-signatures
  • Personalize Your Pitch
  • User Permissions
View Price Page

SCREENSHOTS

Quotient Screenshots
View 3 screenshot(s)
ClientPoint Screenshots
View 3 screenshot(s)

INTEGRATIONS

  • Basecamp
  • Quickbooks
  • Zapier
  • Capsule
  • MailChimp
  • Insightly
  • Xero
  • RightSignature
  • Salesforce
  • NetSuite
  • Pipedrive CRM
  • Zendesk Sell

ALTERNATIVES

Top alternatives to Quotient

Product Lead
Product Lead
PandaDoc
PandaDoc
Proposify
Proposify
Ideagen Huddle
Ideagen Huddle
Qwilr
Qwilr

Top alternatives to ClientPoint

PandaDoc
PandaDoc
Proposify
Proposify
Ideagen Huddle
Ideagen Huddle
Qwilr
Qwilr
Bidsketch
Bidsketch