The 'Can Do' Quoting System!
Updated March 17, 2017
The 'Can Do' Quoting System!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Quosal
We use Quosal as our primary quoting service, used by the purchasing, marketing and executive management teams for all services related to reselling technology requested by our clients for hardware/software sales and services, generating new contracts for prospective partners or customers in addition to all forms of contract renewals, as well as quoting new technology to upgrade services, hardware, software or to propose the implementation of various projects.
Pros
- Seamless integration with ConnectWise
- Simplistic way in which to build a professional, clean quote that can be made as extensive or as concise as you choose
- Auto populating fields for thumbnails when adding products to quotes
- Live, up-to-date pricing for a list of vendors that populates for a selection of your choice simply by inputting the product ID
- Detailed reporting and analytics functions that tracks quoting progress and displays success rates
- Has integrated within the system a clever sales team/individual recognition program that can be utilized to create internal contests that promote healthy competition and camaraderie
Cons
- Would prefer to have the option to archive and organize accumulated (past) quotes in customized groups/folders
- Would prefer to have a less complicated setup process to customize the templates and set up the administrators/users upon upgrading to Quosal Sell
- Customer satisfaction improvement. It's an impressive and professional way to present information that our customers appreciate. They not only have a clear way of knowing exactly what is being proposed, but now have another method they can use to easily track and organize approved/ not-approved quotes.
- Improved brand consistency. We have a reputable, trusted image that projects across our client portfolio (not to mention within our community) and this system helps to promote and maintain our transparency and professional image.
- Following up and referencing past quotes is made easy and quickly, which has benefited us from a time-cost savings perspective.
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