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Quosal Review

Quosal
Our score: 7.2 User satisfaction: 100%

What is Quosal?

Quosal is a host of quoting and sales workflow automation tools that makes quoting and closing sales a lot easier and faster for small to medium size businesses. This is done with the system’s simple quote creation tools and effective channels for quote delivery. Quosal offers five different products, each designed to meet specific quotation and sales needs.

Quosal Sell – creates accurate and professional quotes and proposals from anywhere at any time.

Order Porter – speeds up closing process by enabling customers to say “yes” with their electronic signature.

Quosal Mobile – gives quotes effectively on the spot using your mobile device. This helps you reduce the sales cycle and close more business.

Quosal Catalog – superior product catalog management that enhances quoting and proposal processes

Modern Office – a suite of integrated office technology solutions designed to improve workflow and enhance productivity

Overview of Quosal Benefits

Quosal comes with a myriad of advantages for businesses who rely heavily on delivering quotes and proposals to their clients.

  • You can create professional-looking quotes and proposals that are accurate and timely anytime and from anywhere
  • It’s easy to shorten sales cycles by enabling customers to affirm their orders instantly with the electronic signature feature
  • You can enjoy seamless integrations with other systems such as CRM, PSA and accounting platforms
  • Mobile app lets you quote on the spot via your Apple or Windows 8 devices
  • You can effectively manage your catalog and make product information more accessible for faster quoting and proposals

Overview of Quosal Features

  • Quote and Proposal Software
  • Product Configuration
  • Send Quotes Online
  • Sales Workflow Automation
  • Catalog Services
  • Peer Review & Approval Workflow
  • Quote to Order Workflow
  • Channel Management
  • Sales Acceleration Software
  • Online Quote Presentation
  • Sales Workflow Automation
  • Professional Proposal Generation
  • B2B Reorders & Configurations
  • Catalog Services
  • Quote to Order Workflow

Quosal Position In Our Categories

Bearing in mind companies have special business-related requirements, it is only logical that they steer clear of deciding on a one-size-fits-all, ”best” software system. Nevertheless, it would be hard to try to find such a software system even among well-known software solutions. The reasonable step to undertake should be to write the varied significant functions that call for a inspection including essential features, pricing, technical skill capability of staff, business size, etc. The second step is, you should perform the research fully. Read some Quosal evaluations and explore the other software options in your shortlist in detail. Such well-rounded product investigation can make sure you weed out mismatched software products and select the system that offers all the features you require company requires for success.

Position of Quosal in our main categories:

TOP 50

Quosal is one of the top 50 Sales Proposal Automation Software products

TOP 500

Quosal is one of the 500 Sales Software products

If you are interested in Quosal it could also be sensible to analyze other subcategories of Sales Software gathered in our base of SaaS software reviews.

There are well-liked and widely used applications in each software group. But are they automatically the best fit for your enterprise’s specific wants? A trendy software product may have thousands of users, but does it offer what you require? For this reason, do not blindly invest in popular systems. Read at least a few Quosal Sales Software reviews and consider the aspects that you want in the software such as the price, main functionality, available integrations etc. Then, select a few systems that fit your needs. Check out the free trials of these apps, read online comments, get explanations from the maker, and do your investigation meticulously. This exhaustive groundwork is certain to assist you select the finest software application for your firm’s unique needs.

How Much Does Quosal Cost?

Quosal Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

For pricing information, contact the vendor directly.

User Satisfaction

Positive Social Media Mentions 56
Negative Social Media Mentions 0

We realize that when you make a decision to buy Sales Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Quosal reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Quosal. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

  • Windows
  • iPhone/iPad
  • Mac

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Top Competitors To Quosal By Price

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Quosal Comparisons

Quosal user reviews

Helps speed up our quoting process

Read full review >
Jo
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 24.09.2019 Company Size: More than 100 Employees Industry: Information technology

Enhances workspace visibility

Read full review >
Wade
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 22.09.2019 Company Size: More than 100 Employees Industry: Information technology

Easy price comparison from many distributors

Read full review >
Christy
3/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 12.09.2019 Company Size: 11-50 Employees Industry: Information technology

Integrates easily with Connectwise and vendors

Read full review >
Donald
3/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 14.12.2017 Company Size: More than 100 Employees Industry: Information technology

What are Quosal pricing details?

Quosal Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

For pricing information, contact the vendor directly.

What integrations are available for Quosal?

Quosal supports integrations with the following business systems and applications:

  • Autotask
  • ConnectWise
  • Microsoft Dynamics
  • NetSuite
  • Quickbooks
  • Salesforce.com
  • Dell
  • Distributor Catalogs
  • QuickBooks
  • AvaTax
  • Microsoft Office

Quosal average rating:

Average score
4/5 (4 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Jo

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.

Reviewed 8 months ago

Read full review >

The least favorable review

Donald

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.

Reviewed 2 years ago

Read full review >

More reviews from 4 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Helps speed up our quoting process

Read full review >
Jo
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 24.09.2019 Company Size: More than 100 Employees Industry: Information technology

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.

What do you think about this review? Great Poor

Enhances workspace visibility

Read full review >
Wade
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 22.09.2019 Company Size: More than 100 Employees Industry: Information technology

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.

What do you think about this review? Great Poor

Easy price comparison from many distributors

Read full review >
Christy
3/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 12.09.2019 Company Size: 11-50 Employees Industry: Information technology

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.

What do you think about this review? Great Poor

Integrates easily with Connectwise and vendors

Read full review >
Donald
3/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 14.12.2017 Company Size: More than 100 Employees Industry: Information technology

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.

What do you think about this review? Great Poor
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Reviewed By Jenny Chang
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