Quosal

Quosal is a perfect tool to save your time creating a quote or proposal. It has nice template functions that allow you to quickly produce common quotes, every time you use it it creates professional quotes. It has some great integration with Connectwise and Salesforce. Very user - friendly and has lots of options for quoting abilities.

It can be cumbersome initially to get the templates the way you want them. We did have to reach out and pay for assistance to get our Managed Services to pull over into ConnectWise the correct way. The system can sometimes run slowly and then try to change some of the templates is not user - friendly and often requires support.

Quosal is a quote and proposal software characterized by its high quality, accurate quotes, and attractive proposals. Before Quosal, we had people creating quotes and proposals from templates they kept on their own computers, and it led to an inconsistent branding look. But now when we use Quosal, everyone is pulling from the same templates, ensuring that the branding is consistent and all information in the quote is up to date. Besides, it cuts down on the overall time needed to produce quotes. Right now we can get a quote out in about half of the time that we would have a few months ago. As our biggest priorities now are related to speed and efficiency, Quosal is the right choice.

Quosal is basically used for quoting. By using Quosal we can easily and quickly makes canned quotes. It is very High quality software which is also used to create attractive proposals. It is very easy to use as well as to install. Quosal really speeds up quoting process which saves the user’s time a lot. We can also deliver quotes to user by one URL which will reduce handling extra documents, PDF s.

There are some disadvantages of using Quosal are as well such as manipulating and updating templates and forms is really hectic work to do with new version. There is also changing font size issue while creating quotes so I have to rechecked it every time and confirmed by sending email to myself. It is really time consuming.

We can define Quosal as Super Easy to use! Very user friendly software to create perfect quoting and attractive proposal. Perfect to use for improving business. Also allows to choose best template to create quote. These all features make Quosal a very useful software for the users. Except some issues experience of using Quosal was good. I would definitely recommend this software!

Quosal is Proposal Management tool that can be use as a quoting software as well. The best thing about Quosal is variety of templates. Also Template Customization is great due to the fact that it lays out items in separate line items. It has ability to copy items from old quotes and then use this data to new quotes are time saving. It's installation and configuration is so simple you can installed it on any platform.

Nothing I can say bad about Proposal Management module. However, there is some limitation for Quote module. Because of the way of the web administration and designer time period , fixes and upgrades are not connected to the recorded quotes , in this manner permitting users to duplicate quotes and get unintended results . Now and again overhauls by the Quosal group does not tell to the end client group . Aside from that it is an extraordinary product.

Quosal is suitable for small and medium size business type. It is best Proposal management tool because of easy to use, easy to install and configurable, reliable and compatible tool. There's a free trial version so you have no reason not to look at it to learn on the off chance that it's the best fitting quote and proposition programming for your business. I am highly recommending this tool to my friends and colleagues.

Qousal has so many beautiful ideas to help my selling, marketing strategy and recommendations good and awesome because of its quotes, its also has easy to use tools features to make your templates fancy and attractive its nice and fun to use and be creative with its every designs to pick.

Quosal is good but sometimes I encounter some bugs when I’m working editing the templates and making changes to the fonts and colors, sometimes even I saved it, its always getting back to what the original and makes my work double and slower, and when I have concern the support is late to help and takes days to respond.

Overall quosal is good and always have new ideas to quote your products and they always suggest what suits the style of your products that makes them flexible. And now so far I don’t encounter the bugs before because of their new updates, that proves quosal is working to maintain their software quality.

Getting a quotation out for me is a matter of just a few minutes or hours since I have started using Quosal for my Proposal needs. Quosal also notifies you about the work done and still left thus helping you complete the job on time. The fancy templates and beautiful ideas help you create attractive designs and proposals. You can send your proposals to your clients in any format you want such as a PDF file, a website or a web page or as an MS word document. It also informs you when the client has viewed your proposal and you can contact your client the same moment.

In case you want to edit your quotes, it sometimes becomes very challenging. Even in case you are changing the quotes into sales, there would be many bugs and barriers in the process making it much difficult and hence annoying you. At the initial stage, you may find it complicated to set up the whole software and begin its use. Whenever you are facing any issue and you need to seek the technical help, they are very slow which directly affects my work and my sales. All the above points must be looked upon by the developers and also fixed as soon as possible in order to give a better work experience.

Quosal as a proposal management software is just suitable for any type of company whether it is a large or a small sized one. High-quality quotes and proposals which are accurate and attractive can be trouble-free created with its help. This tool is a candid and a commodious one giving you the best possible facilities. Online distributors, CRM and any type of accounting software can be conveniently integrated with Quosal. Just a few bugs and the support team need to be improved which hopefully would be done in upcoming updates.

This is a useful tool that you can use in creating more sales because it will create proposals and quotes anytime you want and anywhere. It can also update your sales so that you can easily identify how much profit you can expect. You can easily identify if someone viewed the proposals so that you can contact the client right away.

You experience bugs especially when you make changes in the quotes. It will also require you some effort if you want to convert the quote into sales. Acquiring help from the customer support sometimes takes a long time before you can get their response which is frustrating because it can affect your sales.

Overall, Quosal will alleviate the time and effort that you have to spend in creating proposals and quotes for the clients. It also makes you become aware of the pricing from other distributors which is beneficial when dealing with your competitors. It monitors your sales, thus giving you an idea if your business is doing well or not.

It is time savvy tool, as its automation, accuracy and integration with other third party applications reduces sales cycle period in a great amount. I love its ability of integration with third party apps like Salesforce, Act, AutoTask, Connectwise, Outlook, Netsuite, Microsoft Dynamics CRM, and sales Logix. Real time price comparisons is also one of the key features of the software.

It is very rich in feature and helpful product for sales. But it is not easy to set up and configuration this tool at initial level. You need training to use most advanced and important features of the product. It is not easy to maintain the product doe any new joiner. Sometimes high proficiency required to get best out of it. Other than that it is nice product for any sales person.

Quosal is a complete sales software package it allows sales people to generate sales quote and proposal preparation, delivery and management. It is suitable for any industry. With help of Quosal, you can create accurate, high-quality quotes and proposals. Not only creation of quotes and proposals but it also allows you to integrate them with online distributors, CRM and accounting softwares. I think this is one of the best sales tools.

Quosal is very easy and intuitive to use . Template customization is so useful in many ways and i like how it lays out the products in separate line items. You can make changes and save quotes very easily anytime .Monitoring prices through vendors are great to avoid wasting time and the ability to copy items and tabs from old quotes to new quotes is great for consistency and time saving .

Due to the nature of the web service and developer timeframe , fixes and enhancements are not applied to the historical quotes , thereby allowing users to copy quotes and get unintended results . Sometimes updates by the Quosal team does not notify to the end user community . Apart from that it is a great product .

This product has a lot of options so be careful when configuring settings as there are going to be a few ways to accomplish the same thing but not all ways will give you the same result . Watch the tutorial videos they provide proper insight and are awesome.This software package is incredibly powerful once you understand how it operates but requires great learning phase . Overall a great product .

I call it my software as its very nice to me for solving the difficulty of proposals and quotes for further business. Design is very fine as its delivers the quotes and proposals in professional way. It takes and saves the B2B records after sending the proposals and quotes to the clients and users. Quosal is integrated into to more complex options for ultimate complex issues of quick books records.

How could someone find bad feature, function or errors here in Quosal. It is very helpful with modern technology and having firms actual business development keys. Its send quotes and proposal in many different patterns as professional requires for building B2B relationships. Quosal describes about your need and solve the problem easily.

Quosal is so good in overall with extra efficiency. Its proper working cut down my efforts and I believe in its virtue of working. It has the extra features that are integrated with the passage of time. I recommend it to others for having fun in their business by sending contract quotes and proposals professionally. It maintain the level of professionalism and has many sample templates that generate the quotes and proposals. Quosal is capable of having B2B records configurations.

Quosal.com is an online quote and proposal software as a service that makes it easy for you to create, deliver and track them from your dashboard. Upon logging into my account for the first time I noticed the Home page offers an account overview at a glance. I find this feature to be valuable regardless of software type. After you click New Quote to get started Quosal leads you through a step by step wizard which helps to ensure all of the options you need are enabled. You can change the currency with international options available and utilize a quote audit history. The customer tab allows you to enter contacts manually. The Quote tab has a lot of options to customize the structure of your quote including location, expiration date and more. The Prepare Content tab allows you to create highly visual product order forms and customize these fully. This is very powerful functionality. The Review tab enables you to use a rich text editor to create the actual message to go with your quote. You can upload images and fully brand this aspect easily. You can sync your account to several CRM's which allows you to work with your current contact database and sales pipeline. And you can also integrate email accounts including SMPT and Exchange setups. There's a Quosal university feature that I appreciate to help speed your learning curve or get the most out of their software. And live chat with Quosal support available from right inside your account which is good. The Success List is a cool feature which provides you a stage view of where any particular quote is at including whether it's early or late, approved or not which helps you to determine your strategy for following up with optimal timing.

There is a lag time when opening various functionality. To load the New Quote takes about ten to fifteen seconds. And when you save the account in any of the tabs it takes a good four to five seconds to complete. Preparing your final document preview takes almost a minute. Long enough that they give you a side scrolling 2D video game to play while you're waiting. This seems very slow compared to a lot of functionality I've used in many different SAAS based online. The software provides a lot of options which is great but all of the information seems a bit cluttered all in one place in the default setting. To be fair it's all very relevant and useful information and there is a show less/more tab which enables you to minimize some of the information in the top area. And you have the full screen option available too which solves the issue. Quosal just uses icons for quite a lot of the menus which I find to be a cumbersome. Not because it's difficult to manage learning a new set of a symbols to quickly maximize the efficiency of my workflow. But it's not the only software that I use and so the combination of having to learn simple sets of new symbols for each of them that adds up to a loss of time and overall hindrance to streamlined business processes. I don't see an option to import contacts into your account without having to integrate with a customer relationship management software. And the selection of integrations currently is limited to Autodesk, ConnectWise, Dynamics, Netsuite, QuotedCustomers and SalesForce. There are many other valuable integrations possible for Quosal and it would be nice to utilize these in the future. I received a quote using Quosal and approved it quickly and easily. But it did update this immediately when I refreshed my account. It had moved the Success List to 'First Visit' but did not register the approval instantly.

Quosal is a cool quote and proposal software with a lot of customization available per quote. The extensions for CRM software is rather limited but if you happen to use any of those it works with you're get the most out of your Quosal account as more of a sales tool mostly because it's not efficient to keep adding contacts manually. The paid plans require you call their sales team for a custom quote and this lack of transparency usually indicates a significant cost. There's a free trial available with no credit card required so you have no reason not to check it out to learn if it's the best fitting quote and proposal software for your business.