Quotient

· #333 most-used

Send professional quotes, track every view, and close more deals

CRMSalesProductivityDocumentsFinanceAutomationAccounting

Quotient is online quoting software built for small businesses that need to send polished, interactive quotes fast. Customers can pick optional items, ask questions, and accept directly from the quote — no back-and-forth PDFs. Connect Quotient to Actionist and your agents can react the moment a quote is accepted, viewed, declined, or questioned, automatically create contacts and leads from quote activity, and sync won deals to CRM, accounting, and project tools without anyone touching a keyboard.

Try Quotient with Actionist Visit Quotient

Average time saved

9 hours

per person · per month

≈ 1 workdays back

Eliminates manual work. Agents eliminate manual CRM data entry after quote events, chase-up emails, invoice creation, and project setup — tasks that collectively consume several hours each week for a typical small sales team.

Schedule

What your Quotient agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

Quotient × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

7Apps spanned

~18 hrsSaved / week

5Personas served

For sales

Featured4 apps

Accepted quote closes the CRM deal and creates the invoice

The moment a customer accepts a quote in Quotient, the Sales Agent closes the HubSpot deal, drafts the invoice in Xero from the exact line items, and posts a win to the #sales channel — the team celebrates and billing is already in motion before the rep sends a thank-you email.

~4 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a Quotient quote is accepted by a customer

Trigger

Step 1

Quotient

Receive Quote Accepted webhook from Quotient

read

Step 2

Quotient

Get full quote details including line items and customer info

write

Step 3

HubSpot

Move the associated deal to Closed Won and log the deal value

write

Step 4

Xero

Create a draft invoice from the accepted quote's line items

write

Step 5

Slack

Post a win notification to the #sales Slack channel

Result

Move the associated deal to Closed Won and log the deal valueCreate a draft invoice from the accepted quote's line itemsPost a win notification to the #sales Slack channel

The win

Saved per run

25 min

Runs / week

~10×

Zero manual steps between quote acceptance and invoice creation

Driven bySales Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
45 min / week
Manual CRM update after every quote event
Sales reps manually update HubSpot deal stages after sending, viewing alerts, and accepting — often hours later or forgotten entirely.
Sales Agent
0 min
Agent closes deals the moment quotes are accepted
When a quote is accepted, the Sales Agent moves the CRM deal to Closed Won, logs the value, and notifies the team — all within about a minute, with no rep involvement.
Marketing
30 min / week
Manual lead capture from quote activity
Marketers manually export contacts from declined or completed quotes to add them to re-engagement campaigns — an irregular, error-prone export cycle.
Marketing Agent
0 min
Agent routes contacts into campaigns the moment a quote event fires
When a quote is declined, the Marketing Agent adds the contact to a re-engagement sequence within about a minute — no export, no manual list building.
Customer Support
20 min / week
Checking email for customer quote questions
Support reps check email and Quotient manually for customer questions on live quotes, often missing time-sensitive buying questions for hours.
Customer Support Agent
0 min
Agent alerts the rep within about a minute of every question
The Customer Asked Question trigger fires within about a minute and the Support Agent posts the question to Slack with a suggested reply — no buyer waits long for an answer.
Human Resources
25 min / week
Manual project setup for accepted service quotes
HR teams manually create onboarding project records each time a staffing or consulting quote is accepted, re-entering details from the quote into the project tool.
Human Resources Agent
0 min
Agent creates the project record from the quote scope automatically
When a quote is accepted, the HR Agent creates the project in Notion or Asana pre-filled with the agreed scope — delivery starts without any manual handoff.
Finance
40 min / week
Manual invoice creation from accepted quotes
Finance teams re-enter line items from accepted Quotient quotes into Xero or QuickBooks by hand — a slow, error-prone process that delays billing.
Finance Agent
0 min
Agent creates draft invoices from accepted quotes automatically
When a quote is accepted, the Finance Agent reads the line items and creates the invoice draft in the accounting tool — billing is in motion within about a minute.
Operations
45 min / week
Weekly manual pipeline report from Quotient exports
Operations staff export Quotient quote data each week, paste it into a spreadsheet, and manually calculate pipeline totals — a 45-minute job every Monday.
Operations Agent
0 min
Agent builds and posts the pipeline report before Monday standup
Every Monday at 8 AM the Operations Agent reads all quote activity, calculates totals by status, and posts the pipeline to Slack — the team has live data before the first meeting.
Legal
15 min / week
Manual audit log of high-value accepted quotes
Legal teams manually pull accepted quotes above a value threshold and copy them into a compliance log — a monthly chore that misses deals logged between audits.
Legal Agent
0 min
Agent logs every high-value accepted quote to the compliance record automatically
When a quote above the legal threshold is accepted, the Legal Agent retrieves the PDF and appends it to the compliance log in Notion — the audit trail is always current.

+ 100s of other Quotient automations

Average time saved

22 hrs / person / month

Calculator

Calculate what your team saves

Team size

5 people

Hourly rate

$75 / hr

Hours saved / week

Hours saved / year

550

Annual ROI

$41,250

Based on Quotient's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.2 hrs / person / week of admin work automated.

Connect

How to plug Quotient into Actionist

Pick the connection method that suits your environment.

Connect Quotient by generating an API key from your Quotient account settings. Paste it into Actionist and your agent can receive webhook events and trigger actions immediately.

Open Quotient Settings

Copy your API Key

Generate or copy your existing API key. Treat it like a password — store it in a secrets manager.

Paste into Actionist

In Actionist's Apps tab, find Quotient, click Connect, and paste the API key. Actionist will run a test call to confirm the handshake.

Credentials you'll need

API Key*

Quotient → Settings → Integrations → API Key. Copy the key and paste it here.

Actions

14 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

6 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with Quotient

Reusable agent skills that work well alongside this app.

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FAQs

Questions about Quotient + Actionist

How does Actionist connect to Quotient?

Go to the Apps tab in Actionist, find Quotient, and click Connect. You will need an API key from your Quotient account — go to Settings → Integrations in Quotient and copy the API key from there. Paste it into Actionist and the agent runs a test call to confirm the handshake. Once connected, all six webhook triggers (Quote Accepted, Quote Sent, Quote Declined, Quote Completed, Customer Viewed Quote, Customer Asked Question) are available immediately.

Which Quotient events can Actionist respond to?

Actionist supports all six Quotient webhook triggers: Quote Accepted, Quote Sent, Quote Declined, Quote Completed, Customer Viewed Quote, and Customer Asked Question. Each fires within about a minute of the event occurring in Quotient. The two most commonly used are Quote Accepted (for invoice and project creation) and Customer Viewed Quote (for live engagement alerts to the sales rep).

Can Actionist automatically create an invoice when a quote is accepted?

Yes. The Quote Accepted trigger fires within about a minute of a customer accepting a quote in Quotient. From that event, the Finance Agent can retrieve the full line items via Get Quote Details and pass them directly to Xero, QuickBooks, or another accounting tool to create a draft invoice. No manual data entry is needed between quote acceptance and invoice creation — the agent handles the handoff.

Can Actionist tell when a prospect is actively looking at my quote?

Yes — Quotient fires a Customer Viewed Quote webhook within about a minute of each view. Actionist can listen for this event and alert the sales rep in Slack immediately, so they know the buyer is engaged right now. You can also configure the agent to flag prospects who have viewed the same quote three or more times as high-intent leads, triggering an elevated follow-up response rather than the standard cadence.

Can the agent create contacts and leads in Quotient from other apps?

Yes. The Create Contact and Create Lead actions let agents push records into Quotient from any connected source — a CRM, a web form, an email, or a spreadsheet. This means new prospects can have a Quotient contact record ready before the sales rep even picks up the phone, and the rep can start a quote immediately without re-entering the buyer's details.

What happens when a quote is declined — can Actionist start a follow-up automatically?

Yes. The Quote Declined trigger lets Actionist react the moment a customer declines. Common patterns are: close the CRM deal as Lost and log the decline value for pipeline reporting; add the contact to a re-engagement email sequence in Mailchimp or HubSpot; notify the sales lead and prompt them to capture a decline reason; and create a revised quote task for deals above a threshold value. The agent handles all of this within about a minute of the decline event.

Does Actionist support Quotient's optional and multiple-choice line items?

Actionist can read Quotient's quote details including any customer selections from optional or multiple-choice items when a quote is accepted. The Get Quote Details action returns the customer's choices so downstream systems (invoices, project tools, CRM) receive the exact scope the customer agreed to — not the full menu of options. Writing new optional or multiple-choice items to an existing quote is done via the Add Line Item to Quote action.

Can Actionist connect Quotient to my accounting software for seamless billing?

Yes. Quotient natively integrates with Xero and QuickBooks Online for invoice creation. With Actionist, you can also combine this with other steps: when a quote is accepted, the agent can simultaneously create the invoice, move the CRM deal to Closed Won, create a project record, and notify the team — all from a single Quote Accepted trigger. The accounting sync becomes one step in a broader automated workflow rather than a standalone manual action.