ConnectWise CPQ - Quote. Propose. Close.

Setup, Setup, Setup! Very Powerful Quoting Tool

It's a very powerful quoting tool with A LOT of options and configurations, especially with the highest tier Premier. If setup correctly, it's great. You can have basic product quote templates all the way through to project and recurring services proposals with your attached msa or links to your msa etc. Order Porter is easy to use for customers and it collects signatures, ip address etc.. and it syncs seamlessly with CW PSA (Manage). There are other great quoting tools out there that integrate with PSA as well but CW CPQ by far is the smoothest, which makes sense as it's there product :) Because it is a large robust program, it can have a steep learning curve, but once you learn it, it's great.

Best Sales Force App

Quosal integrated with sales force. Quash integrated with accounting. Quosal was willing to customize the app for our needs. What more do you need to know. Customers like the Quote and Proposal features.

Fantastic Addition to Our Company's Sales Process

Now that we have Quosal, our proposals look more professional and sets us apart from our competitors. It has really helped us streamline our sales process. The addition of Quosal along with SalesForce has been one of the best decisions that our company has made. Thank Quosal Team for introducing this tool to us. I am overall pleased with Quosal and the support that it has offered our company.

Great Addition to Sales Process!

Quosal has greatly streamlined our proposal preparation--simplifying our processes and allowing us to focus our time on actual selling. The added tools and features help us to improve our sales cycle which ultimately helps us provide better customer service and response overall! And as the glitches are worked out, it just continues to improve.

Great Integration of a Quoting System and CRM

Migrating to a new quoting system is always a concern to Sales organizations. Thanks Quosal Team for being extremely responsive to issues that popped up and for helping to make our Proposals much more professional looking. The site also seems to be more robust than it was initially...not sure if you upgraded something internally, but I appreciate it!!

The WOW factor!

Creating an online interactive way to quote a client is genious! It is easy for my clients to understand by simply sending them a personalized URL and it is extremely helpful that I am notified when they have viewed the proposal. Any issues our company has experienced while setting up Quosal has been handled in a prompt, professional manner with great customer support.

Very Positive Addition to our Sales Strategies!

Quosal has given us a very professional, clean detailed proposal offering to our clients that really sets us apart from competition. This has been communicated to me several times by clients/prospects since our company has implemented. Although there is a bit of a learning curve, the advantages of the system outweigh any negative components (like the few seconds it takes to search). Overall, I am pleased with our sales tools!

User Friendly

We recently transitioned from a quoting tool we have used for years to using Quosal. Initially I was concerned about using a new quoting application because of the ramp up period and my need to get quotes out quickly. To my surprise, within a week of actively using and learning Quosal, I was getting quotes out just as fast. Now, after 5 weeks of using Quosal and experimenting with the different tools, I have found shortcuts to get my quotes out faster and found ways to more easily manage the different quotes I have with each customer.

Excellent Support

We've been implementing/using Quosal for about a year now and have become a fan of their support staff. A large deployment like ours can be a massive undertaking, but when you're not alone in the "trenches" and have additional support from your Quosal team, it really helps smooth the transitions. I've come to love several features Quosal offers: SalesForce integration, extended visibility of projects to the rest of my team, integration with our distributors websites showing visibility to their stock/availability on products and my absolute favorite feature of them all...the ability to tailor your own "mapping template" when trying to paste a large configuration from an excel spreadsheet. Once it's all setup, I can basically import a spreadsheet of hundreds of lines in about 10 seconds! I do miss the ability to quickly copy, paste, insert etc. via command keys, but having this ability to import massive spreadsheets quickly and precisely has definitely helped.

User Friendly

Quosal is a great tool for organizations that want to streamline their business. Very organized and user friendly! There are a few glitches that I have experienced with the application, but that is to expect during this transition process. Any new system takes time to understand inside and out.