Simply Quosal
September 23, 2016

Simply Quosal

Aaron Norman | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Quosal

I am a Senior Account Executive at Computer PROS. I have been using quosal for several months, the biggest advantage I've found using quosal is the integration with our CRM software. I can create custom quotes without having to put in an individuals information or search for individual products. The biggest issue I've found with quosal is the speed. It just seems sluggish at times.
  • CRM Integration
  • Ability to Copy Quotes
  • Online order portal
  • Sluggish at times
  • Not a smooth transition from tab to tab
  • Quote Tracking Efficiency
  • CRM integration works well
  • Can be bulky to use which slows productivity
Quosal is good product for managing quotes. Being able to create and copy quotes for recurring customers saves a lot of time. The online order portal is very convenient for clients to view quotes and it also allows me to see when customers view those quotes. The only time I find it inconvenient is when i need to do a simple hardware quote. It seems to take much longer to input the information in quosal than it would be to just send a quote via email.

ConnectWise CPQ Feature Ratings

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