Quosal may have a cutesy logo, but they make a serious tool...
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Updated November 11, 2015

Quosal may have a cutesy logo, but they make a serious tool...

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Quosal Create

Modules Used

  • Etilize

Overall Satisfaction with Quosal

Quosal is used across multiple departments at our firm, from sales to purchasing. We utilize the Etilize function that queries our distributors' databases to do research on products and availability. We previously used a product called Channel Online that required a lot of manual input, especially when quoting from vendors like Dell. Quosal provides a quote and proposal platform that keeps our presentation consistent, reduces manual entry errors, and largely speeds up the quoting process. The fact that you can use it to electronically process orders with the major channel distributors is a huge plus, and it's integration with ConnectWise removes the human error factor when transferring your purchases to the billing department.
  • Quosal really speeds up the quoting process, especially if you have repeatable processes or items that you sell. We've created boiler plate templates for installations, and that alone shaves five to ten minutes off generating a quote.
  • Quosal's tight integration with ConnectWise has streamlined our purchasing and billing process. The fact that I hands the pricing, cost, part numbers and customer information directly into the system removes human error, saves paper, and dramatically reduces the time required for our billing department to accurately bill products and projects.
  • We quote a large number of Dell machines, and Quosal's ability to copy and paste the XML quotes into the Quosal workspace is a HUGE timesaver.
  • Quosal Create is a resource heavy system, and will run slow on machines that are 3-4 years old.
  • Quosal's tax system is not flawless. It has priced the taxes incorrectly on a number of quotes even though the back end is set up correctly.
  • Quosal create is not truly compatible with touch screen systems. If you use something like a Microsoft Surface or the Leap Motion controller, Quosal's screen refresh will lock up and you have to restart the program and not use the touch interface.
  • Reduced human error
  • Reduced time required to complete a quote
  • Reduced the number of missed sales
Quosal is a very elegant system compared to QuoteWerks, and has a reasonable cost point for the advantages you gain. At the time we were reviewing Quosal, Channel Online lacked integration with PSA systems, lacked a number of the work flow processes that Quosal features, and simply could not automate the creation of quotes that involved Dell or custom hardware.
Quosal is most powerful for a company that sells the same product repeatedly, or has repeatable configuration/installation processes, since you can create templates that can easily be inserted into any quote. The key things to make certain of when looking at Quosal- do I use a PSA system that works with it, and do my distributors integrate with it?

Using Quosal

Quosal is an integral portion of our daily operations. The amount of benefit we have gained and continue to gain from using Quosal continues to outweigh any of the minor issues we experience. The time we've invested in Quosal, while significant, has been wholly worthwhile. Until something comes on the scene that blows Quosal away in terms of ease of use, functionality, and benefit, we'll keep on using their tools.

Quosal Reliability