Quosal: Creating A Unique Order Experience
One of the most critical and yet painful processes for any IT organization is putting together high quality, attractive proposals. Since information is pulled from a variety of sources (vendors, internal documents, marketing collateral and spreadsheets) the process feels a lot like custom application development. However, with Quosal you will have a repeatable, engaging process with one platform that unites your company, service and products. This unification means you create proposals that are attractive, accurate and on-time, helping you make a great first impression, and winning more business.
Case Study:
ConnectWise PSA and Quosal Streamlines
Procurement for IT Resource and
Contributes to 28% Increase in Revenue
With ConnectWise PSA & Quosal, IT Resource
has served customers more efficiently,
improved teamwork through an effortless
workflow process, increased revenue, and
created a more efficient and profitable
procurement process. Learn more.
Quosal Benefits
You will quickly win more sales by being the first to provide the highest quality accurate quote to your customers. Additional benefits include:
Increase productivity – Reduce quote preparation from hours to minutes by using templates and easily adding detailed content captured from your internal services descriptions, your distributors and manufacturers.
Stand apart from your competition – Accurate, on-time quotes are key to winning business. However, delivering a customer experience unlike any other using graphics, video and your brand ensures an engaging, unique experience for your client.
Speed up order time – Providing your clients the ability to accept and pay quotes online, significantly reduces the time to order.
Easily Add Sales people – One of the biggest sales challenges in an IT organization, is training a new sales member on how to put together a quote, oftentimes relying on the more experienced sales person to complete the task. Quosal makes it simple to generate an accurate quote which significantly reduces the knowledge transfer period typical of most IT sales departments.
Increase sales –Quotes that can be accepted and paid for online, simply increases your chances for closing new business. Also, as clients review quotes you are notified, providing you the chance to follow-up at the time the quote is fresh in the client's mind.
Quosal Features
Quosal ensures that your clients are not only informed but actually delighted with the consistent, accurate and unique way you provide proposals. With Quosal you pull together all information accurately and quickly, and then add additional information to your proposal such as collateral, graphics and video. This uniqueness will not only keep clients coming back, but will result in additional referral business.
Manage your Products & Services
Quosal uniquely manages your own product files and and pulls in product specifications, detailed content and pictures from real-time distributor lists and online resources. Extending Quosal with Etilize allows you access to over 1 million items to expand the content delivered in your quotes including: advanced product images, product specifications, product brochures and product comparisons.
Quosal includes real-time pricing and availability from major distributors such as Ingram Micro, Tech Data, D&H, Synnex, Arbitech, Accutech, Computer 2000, CDW, Dell. On the services side, Quosal helps you build a reusable library of your statements of work, service packages, and service line items.
Additional features include:
- Use powerful keyword searching to instantly locate products
- Download images, extended descriptions and specifications
- Use a standardized category system regardless of where you purchase the products
- Print your extended content on quotes or proposals
- Control which items need extended content and which don't
- Real time order placement with major distributors including Dell
- Delivered in the Cloud or On-Premise
- Visual Quoting
- Manage & Calculate Sales Tax automatically
Customizable Proposals
Quosal's document generation is completely customizable, presenting your company with tools for professional, high quality quotes and proposals. Quosal provides a fully-featured Form Designer to create virtually any kind of quote or proposal in a single step. Using templates in Quosal, there is less room for error, providing your customer with an accurate, high-quality quote or proposal every time.
Create an Online Experience using Order Porter
Order Porter from Quosal is an online experience for your customer unlike anything you've delivered before. This quote delivery and execution platform works by creating a personal web page for your customer, allowing them to view their quote, select options you have presented to them, digitally sign and execute their order, and even pay for the order via secure electronic payment.
You can use Order Porter on any browser based device, allowing you to review and send quotes on the go.
Additional Features
- Unlimited user-defined web page styles and templates
- Electronic payment processing
- Embed Personal Videos
- Payment Plan Presentation
- Links to additional Active Quotes
- Know when quotes have been reviewed
- Take and review orders anywhere using the iPAD
End-to-end Quote to Invoicing
The combination of ConnectWise and Quosal provide the first end-to-end quote to invoicing solution in the IT industry from one provider.
Quosal Pricing
Item |
Description |
Price |
Renewal |
Per Additional User |
Q1 |
Single User |
$650 |
$130 |
$650 |
Q1-3PK |
3 Pack Price |
$1,750 |
$350 |
$585 |
Q1-5PK |
5 Pack Price |
$2,750 |
$550 |
$550 |
Q1-10PK |
10 Pack Price |
$4,995 |
$999 |
$500 |
Q1-ENT50 |
50 User Enterprise |
$19,500 |
$3,900 |
$390 |
Q1-ENT100 |
100 User Enterprise |
$32,500 |
$6,500 |
$325 |
Quosal SaaS
Hosted licensing model via SQL Azure
Prices are listed per seat, per month
Item |
Description |
Price |
Q1-SaaS |
Quosal |
$40 |
QE1-SaaS |
Quosal + Etilize |
$50 |
Etilize
Annual subscription rates
Item |
Description |
Price |
Renewal |
Additional Users |
E1 |
Single User |
$100 |
$100 |
$100 |
E1-3PK |
3 Pack Price |
$270 |
$270 |
$90 |
E1-5PK |
5 Pack Price |
$400 |
$400 |
$80 |
E1-10PK |
10 Pack Price |
$750 |
$750 |
$75 |
E1-50ENT |
50 User Enterprise |
$3,000 |
$3,000 |
$60 |
E1-100ENT |
100 User Enterprise |
$5,000 |
$5,000 |
$50 |
Order Porter
Monthly subscription rates
Item |
Description |
Price |
OP1 |
Base Order Porter License |
$50 |
OP-Add |
Order Porter Per-Salesperson Add-On |
$10 |
Basic Services
Fixed and hourly rates
Service |
Cost / Rate |
Quosal Basic Implementation Services
Our Basic Implementation Services package is a “must have” for new Quosal users. This three-hour services package focuses on four key areas: Your physical installation; product sources; CRM and Accounting links; and your first quote form design. With these services, you’ll be up and running quickly and effectively. |
$450 |
Quosal Form Design Services
Quosal can work with your graphics design team to help you create the right image and functionality for your quote forms. |
$175/hr |
Training
Quosal can provide additional training for your staff as a group or 1 on 1 via remote sessions effectively and conveniently. Role-based training (e.g., sales staff, purchasing staff, accounting) is available. |
$175/hr |
Training Video Production
Quosal can create effective, reusable training videos that are specific to your company and your processes. These reusable training resources are very cost-effective. |
$225/hr |
HTML Development (Order Porter)
Quosal’s HTML Experts can make basic changes to your Order Porter pages, including layout, images and color modifications, additional data entry fields, and more. |
$175/hr |
Advanced Services
Fixed and hourly rates
Service |
Cost / Rate |
Advanced Form and Proposal Design & Implementation
Quosal’s senior designers can help you create advanced form and proposal documents and templates for input and output of your quotes and proposals.
We bring expertise in both Quosal and the Office suite for your more complex proposal documents. |
$225/hr |
Custom Script Development
Quosal was created with the architecture and ability to extend its functionality through “scripting,” with which custom functions and processes inside of
Quosal can be created quickly and effectively by our developers, or your
own. Custom calculations (e.g. pricing, commissions, etc.), custom business rules, custom
user interface elements and more can be created through the Quosal scripting system. |
$225/hr |
Advanced Deployment Support
For those customers desiring an advanced deployment of Quosal, we offer support services for deployment design, implementation and testing. Advanced deployment includes Quosal full database hosting through Salesforce.com,
Self-Hosted SaaS, etc. |
$225/hr |
Custom Data Integrations
For those customers with custom data repositories that they’d like to integrate with Quosal, we offer services to help create connections to your databases, applications, and systems. |
$225/hr |
Advanced Services
Fixed and hourly rates
Service |
Cost / Rate |
Business Process Review
Quosal’s business process expertise can help you not only implement your
new quote and proposal automation platforms, but can really help you “hit it
out of the park” with business process review, refinement and re-engineering. |
$225/hr |
Quosal Business Blueprint Review and Customization
Quosal’s senior staff will guide you through our Business Process Review using our Business Blueprints, customizing those blueprints to match the business processes decided on by your team. You’ll end up with better processes in your Quote and Proposal Automation, fully and dynamically documented by our Quosal/Antfarm Business Blueprints. |
$225/hr |
Quosal Testimonials
“Our staff took to Order Porter quite quickly. We continue to find new ways to use Order Porter to deliver information to our clients.”
Dave DelVecchio, President, Innovative Business Systems
“Our process to send quotes and proposals has been reduced since we no longer have to produce PDF files and our client/prospect information is already integrated. Our average time to close moved from days to minutes when we moved to electronic signature service, and it took 2-3 hours to setup defaults. Employee training took less than an hour.”
Paul Hoffman, President, SouthTech Solutions, Inc.
“Order Porter has had quite a positive effect on our sales efforts, we close more quickly, particularly because they don’t’ have to print/sign/etc. We are now using Order Porter to not only deliver quotes and proposals but also service agreements, statements of work, and project closing documents.”
Jamison West, CEO, JWCS
