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Selecting the right quoting software can significantly impact your sales process, operational efficiency, and long-term scalability. Whether you're a small business sending simple quotes or a growing company managing complex product configurations, understanding the strengths and limitations of each platform is key. This article provides a clear, factual comparison between Tidy Quote and Quotient, helping you make an informed decision based on your business needs.
Quotient is a straightforward quoting tool designed for simplicity and ease of use. It’s best suited for micro-businesses or freelancers who need to send basic, single-layer quotes quickly. One of its standout features is built-in communication, allowing users to manage chat and email threads directly within the platform. However, Quotient lacks configurability and does not support advanced quoting features like BOM cloning or dynamic pricing. It also relies on external CRM systems and does not allow data export, which may limit flexibility and control for growing businesses.
TidyCPQ is a comprehensive CPQ (Configure, Price, Quote) platform built for businesses that manage complex products, assemblies, and pricing models. It supports advanced quoting capabilities, including cascading BOMs and multi-variable pricing, which helps reduce errors and accelerate the sales cycle. TidyCPQ is highly configurable, allowing users to tailor quotes to specific client needs through custom attributes and dynamic pricing forms. It also includes a built-in CRM, seamless project conversion, and full data export capabilities, making it a powerful tool for teams looking to scale efficiently.
The most notable differences between the two platforms lie in their scalability, configurability, and integration depth. TidyCPQ offers a future-proof solution for SMEs and enterprises, while Quotient is ideal for smaller teams with simpler quoting needs. TidyCPQ’s ability to convert quotes into jobs or sales orders, integrate deeply with financial tools like Xero, and reduce manual quoting effort by up to 50% makes it a strong choice for businesses aiming to streamline operations and improve ROI.
Both Quotient and TidyCPQ serve distinct purposes. Quotient may be the right fit if your business sends straightforward quotes and values embedded communication. However, if you require a scalable, configurable platform that integrates quoting, CRM, and workflow automation, TidyCPQ offers a more robust and future-ready solution.