Quosal Review

PROS: Quosal eliminates all guess work in the quoting process for our team which saves time through automation. It also helps import quotes from Dell without much hustle and thus reduces the data entry workload. When it comes to price comparison for your list of vendors, it provides real-time data to help you make the right decision on pricing.

CONS: It is hectic to manipulate or update templates and forms, with the latest version of Quosal, the Quosal Sell. Apart from that deficiency, it requires major debugging in its fonts as they make it difficult to change the product description. Another drawback is the fact that you must generate and email a quote to see the final version which floods your inbox with a lot of emails to delete.

PROS: When creating a proposal for a client, Quosal Create, allows you to build quotes with multiple products and packages, which helps to protect the margin by improving visibility of the workspace. This makes work easier and thus reliable. It offers a broad integration platform with suppliers such as Etilize, Connectwise, Dell, and OrderPorter. The prices from vendors can be easily collected and compared to help you make a decision in time. Another good thing about Quosal is its ability to publish documents with ease making it a reliable tool for preparing and publishing proposals for clients.

CONS: Although compatible with OrderPorter, manipulation or modification of its templates proves to be hectic and costly thereby slowing the entire process. The computer requirements for the Quosal tool can be demanding as it requires a stable internet connection and a quality hard drive for it to work faster. The old and the new version of Quosal do not complement each other regarding the features, which makes it difficult to rely on the new version without needing the old version. The integration of Quosal Create and Connectwise is unreliable as it fails to pull over products’ thumbnail images clearly. There are also issues with how products are formatted on the templates during the quote process.

PROS: The integration with Connectwise allows you to automate your business operations as it provides managed services. The templates it comes with help you to create professional basic quotes and save time in the quote process. The order porter feature the tool has equips it with the ability to approve quotes in real-time with minimum effort making it a convenient tool for any salesperson. It is equipped with etilize plugin responsible for collecting and comparing pricing data from the distributors in real-time and thus saves time regarding decision making.

CONS: When it comes to integrating with Connectwise, Quosal has some major issues. Some features are complex and thus require more time to get used to especially if you are not familiar with the tool. It will require a professional to setup and configure the system as it is also complex. The features and functions of Quosal are biased to the managed service industry and thus may not work well in organizations which are not in this category.

PROS: The tool integrates well with Connectwise allowing for proper and accurate management of client details. It is easy to import the real-time prices of vendors, which makes comparison easy. When it comes to finding a particular customer or setting up a client’s profile, Quosal makes it possible and easy. It also proves to be reliable when you want to paste in Dell. However, its ability to integrate with Connectwise and paste in Dell comes with bugs that form part of its limitation.

CONS: When you want to upgrade to the latest version of Quosal, the process is no as smooth. The new version Quosal Sell is time consuming and slows down the quote process which would have taken lesser time with the old version, Quosal Create. Another limitation of the new version is that it is too detailed and thus not easy to work with it. Quosal Sell creates more problems when you want to enter item notes. The text becomes invisible which prompts you to first save it, then close, and open again in order to view it. When pasting quotes in Dell, the details of the product do not enter correctly including the pricing information. The old and the new version of Quosal show clear signs of incompatibility especially during processing and synchronization.