Quotient integration

Online quoting software that sends quotes customers can accept with a click. Connect Quotient to OLODESK and use it in the apps and automations your business runs on.

Category
CRM & sales

Popular ways to use Quotient

Start with one of these, or describe your own.

Leads captured for you

Web forms, calls and bookings land in Quotient, matched to the right contact.

Follow-ups that happen

Your team gets a reminder by email or text when a deal in Quotient goes quiet.

Won deals, ready to invoice

When a deal is won in Quotient, the client and a draft invoice are set up in your accounting app.

How to connect Quotient

  1. Request Quotient

    In your portal’s Integrations tab, press Request access next to Quotient. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to Quotient, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Quotient data in ChatGPT. AI on OLODESK

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Quotient integration FAQ

Do I need my own Quotient account?

Yes. You connect the Quotient account your business already uses.

Which plans include the Quotient integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one Quotient account?

Yes. Connect as many as you need and choose which one each system uses.

Put Quotient to work

Start your Free trial, then request Quotient on Business Starter or Business Pro.