AvaTax makes life easy for my sales team!
Updated April 22, 2019
AvaTax makes life easy for my sales team!
Score 9 out of 10
Vetted Review
Verified User
Modules Used
- AvaTax
Overall Satisfaction with Avalara
AvaTax is being used by our sales team to calculate tax for proposals and quotes and is directly linked to our quoting system.
- Integrates seamlessly to our quoting system.
- Works without us having to do anything extra in our process.
- Allows me to configure states in which I charge tax.
- I don't have anything that AvaTax isn't accomplishing for me. Works as promoted.
- AvaTax has meant that my sales people don't have to manually calculate tax rates and totals.
- Avatax ensures that tax is charged when required.
- Avatax ensures that the customer isn't surprised by additional cost and receives the total cost that includes tax.
- Quosal Sell - Connectwise
Easy. The integration allows for the generation and calculation of applicable tax on the products and services we sell. This information is on all of our quotes.
We do not use these features at this time due to an older internal system that handles all of that process. We may consider changing in the future.
Avalara Feature Ratings
Using Avalara
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Setup of states in which you want to charge tax. Easy to configure so you don't have to think about it when creating a quote.
- Integration to our existing quoting system. Easy to configure and then it is a set it and forget it.
- Automating tax calculations.
- Nothing about Avatax has been cumbersome. Everything happens automatically in the background.
Business Impact
Avalara has allowed us to sell to any market based on the configuration of who needs to be taxed and on what products. Additionally there are different rules associated with where product is shipping from and that can all be managed as well very easily. It is a critical part of our quoting process. Our customers want to know about ALL cost for purchasing product.
Avalara helps becasue it is always up to date. I don't have to worry about changing tax rates as it all happens for me in the background. If I had to keep up with all of the states/counties and their tax rates I may as well do it manually. With Avalara I don't have to worry about any of that...just selling product!