DocsAutomator vs. Quotient
Quotient leaves follow-ups to you. By default it puts a sent quote on your follow-up list after 3 days, and again after 14, then waits for someone on your team to send each one. DocsAutomator emails the reminders itself, every 3 days by default. It can also make the quote from your data in the first place, in your own Google Doc or Word template.
Professional is $29 a month for 100 documents, a dollar more than Quotient's one-person Solo plan, and it covers your whole team. Billed yearly, it's $19 a month.
Two weeks after you send a quote
Quotient's help center puts it plainly: "Follow-up emails are never sent automatically." Someone on your team sends them from the dashboard, one by one or in bulk, or schedules each one for later.
In DocsAutomator, reminders are on by default for new automations. Space them anywhere from 1 to 30 days apart, and send up to 10. Each quote shows where it stands: Not opened yet, Read, not accepted, Accepted or Declined, with the client's reason. The request expires after the number of days you set (30 by default), and we warn you 2 days before it expires. More on Acceptance.
Where a quote can start
DocsAutomator
Your quote is a Google Doc or Word file with placeholders, and your data fills it in. That data can come from:
- A form you or your client fills in, such as Google Forms or an app built in Glide or Softr.
- A table of jobs in Google Sheets or Airtable, with the line items and totals for each quote.
- A request in ChatGPT or Claude. More on AI and agents.
Your CRM can start one through Zapier, Make or n8n, and your own software through the REST API.
Quotient
A person builds each quote in Quotient's editor: pick the contact, add a title and the items, and fill in any Smart Tags before it can be sent.
Other tools can send Quotient leads and contacts, through Zapier or its Lead Form, and someone turns each lead into a quote. CSV import covers contacts and items, not quotes. No API for creating quotes is listed on its integrations page or in its help center, as of October 2026.
Once the quote is accepted
In Quotient, the client clicks Accept Quote on the quote's web page, with an optional checkbox or a drawn or typed signature. Quotient keeps a Digital Fingerprint with the quote: the time, the verified email, the IP address and the device. With Xero or QuickBooks connected it creates the invoice. To change an accepted quote, you undo the acceptance, which deletes the acceptance data and the options the client picked.
In DocsAutomator, the client opens the quote from the email, types their name and clicks Accept, or declines and gives a reason. The accepted PDF gets a Certificate of Acceptance as its last page, with each name, email, time and IP address, and it's sealed, so any later change shows. Every recipient gets the PDF by email, and it's saved to Google Drive or back on the record the quote came from. A webhook fires when it's accepted, so your other tools can take the next step. Acceptance doesn't yet support documents that oblige a consumer to pay.
Quotient and DocsAutomator on one quote
Quotient details as of October 21, 2026, from its pricing page and help center. US prices in USD, billed monthly unless stated. More on DocsAutomator pricing.
Moving from Quotient
Quotient exports your price items and your quotes as CSV files. Put the price items in a Google Sheet or an Airtable table, and your quote template pulls the items and prices from there. Your terms and conditions go into the template once, and your contacts become the recipients.
Our founder helps you move over personally, at no extra cost. Or we set it up for you: done-for-you setup is $499, one time, with a yearly plan.
Book a call with our founderFrequently asked questions
What customers are saying about us
Read what hundreds of happy customers are saying about DocsAutomator.
Before I discovered Docsautomator, generating reports from Airtable was a time-consuming task that drained both my time and energy. However, Docsautomator changed everything and made the process feel effortless.
As a botanical garden operator staffed by volunteers, DocsAutomator has revolutionized our document generation process. This powerful tool seamlessly integrates with our Airtable databases, allowing us to effortlessly create a wide range of docs!
I had a complex process with Airtable and Fillout I was trying to work out and an Airtable consultant told me about DocsAutomator as a much better alternative to Airtable's Page Designer for external documents. She also said Rupert was very helpful.
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