Quosal - nice quoting tool with great integration to ConnectWise
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Updated March 30, 2017

Quosal - nice quoting tool with great integration to ConnectWise

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Quosal

All sales quotes are done using Quosal. Our PSA is ConnectWise and the integration with Quosal was the driving force in our selection.
  • ConnectWise integration. Opportunities are linked to Quosal quotes.
  • GreatAmerica Leasing tie in. Allows us to add lease estimates to our quotes with a few clicks.
  • Reasonably easy to use as long as we don't want to do too much.
  • Hard to use for complex comparisons, choices, options, etc.
  • Order Porter is a nice feature but it not very user-friendly. Should not have to train our clients on how to use the order site. Should be more intuitive.
  • Not very customizable. Yes there are settings that can be changed but to do any real customization requires extensive effort.
  • Don't think it has made a material difference in actual sales.
  • It has made internal administration of quotes easier.
We used to use Quotewerks but switched due to the Connectwise integration.
  • Does well if all client quotes look basically the same. Good for quoting things that are available in the database or via Excel.
  • Does not work very well with PDF quotes from sources or complex quotes.
  • Also does not do versioning very well.

ConnectWise Sell Feature Ratings

Quote sharing/sending
9
Pricing rules
1
Price adjustment
9
Purchase history and open contracts
1
Guided selling/Sales portal
1
CPQ reporting & analytics
1
CPQ-CRM integration
10
Attachments to quotes
9

Quosal Reliability

As a SaaS web-based offering, Quosal is hit or miss on performance. Most of the time it is adequate, I would never call it high performing, but there are times when it is obviously over-subscribed and difficult to use.