Good but not great and very expensive
Updated March 15, 2017

Good but not great and very expensive

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Overall Satisfaction with Quosal

We use Quosal to send quotes out to our customers and to see if they have opened the quote. This helps us know when to make a contact and elicit feedback from our customers. In addition, it helps us close deals. The Connectwise integration is nice because you can easily convert quotes to sales orders.
  • Connectwise Linking
  • Email notifications when a prospect opens a quote
  • Utilize integration
  • Incredibly Slow
  • Clunky Interface
  • Lack of ease in formatting your proposals
  • Big changes to the templates require a support ticket with Quosal, and they charge you for it
  • Visibility of when clients opens quotes helps close deals
  • Quosal is overpriced for what you get
  • Making recurring cost quotes is sloppy and the published document looks terrible, so we just use Excel
We also evaluated Quotewerks. Quotewerks sales team was terrible, we had to leave about five messages before we got a call back. Then after evaluating the software, it felt clunky and did not work very well. It is cheaper than Quosal, but we were not impressed with it. It is not as user friendly.
It is well suited if you are an IT managed services provider and you have sales people that you need to manage. Being able to see their quotes and the status of their quotes is nice. Quosal is best if you use Connectwise. That way you can take advantage of the integration.

ConnectWise CPQ Feature Ratings

Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Price adjustment
Purchase history and open contracts
Guided selling/Sales portal
CPQ reporting & analytics
CPQ-CRM integration
Attachments to quotes

Using Quosal