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