New User's Experience
January 31, 2017

New User's Experience

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with Quosal

It is being used by our inside and outside sales team members. Our primary use is for quote development and integration into ConnectWise. We are still in the process of rolling the application out across the company and have had several struggles along the way primarily with the training materials and access to them.
  • I think the flexibility of the software in terms of setting up different types of quotes seems to be fantastic.
  • The look and feel of the actual quote itself.
  • There have been some direct integration problems with Quosal into ConnectWise. This was one of the primary reasons we moved to Quosal. I'm confident that the integration will work out over the next several months.
  • Training materials need to be published and accessible by all of my team member on-demand. There has been some issues in getting this part streamlined.
  • Ability to design quote templates fully on your own instead of having to work with Quosal on implementing changes.
  • We haven't really had a chance to use the product in full production to comment on this just yet.
They are very different tools but we chose Quosal because we wanted a fully integrated system.
We are in the technology business so if you are looking to integrate your entire line of business applications across a single platform ConnectWise is a good choice. There are certainly struggles when you buy multiple platforms and combine them into a single system but I think they are on the right path.

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