Quosal Saves Time While Improving Sales
September 16, 2016

Quosal Saves Time While Improving Sales

Allen Falcon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Quosal

Quosal is a key tool for our sales team as well as our order management team. Using Quosal streamlined the process of creating customized proposals from templates, reducing a 2 to 3 hour task down to 15 to 20 minutes. The templates within Quosal enable my sales team to quote standard offerings and options easily, and quickly check off which items to include/exclude from the quote.
  • Quote Templates save time for common types of sales
  • Quote reviews let me monitor and manage discounts my sales team is offering
  • Integration with Connectwise makes the quoting process seamless with managing the opportunity
  • The email templates for delivery quotes are not flexible enough; I would like to have a selection I can set up and choose from.
  • Greatly reduced the time required to prepare quotes
  • Enables reviews for quotes
  • Allows clients to view summaries, full PDF versions and optionally order online
Quosal works well for repetitive types of sales. More descriptive content ... like those needed for consulting engagements don't always look nice due to pagination issues.

ConnectWise CPQ Feature Ratings

Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Price adjustment
Purchase history and open contracts
Not Rated
Guided selling/Sales portal
CPQ reporting & analytics
Not Rated
CPQ-CRM integration
Not Rated
Attachments to quotes
Not Rated