Proposal Software Resources

Yes, each quote preparer AND the salespeople they are preparing quotes for require a license. If the salesperson’s name will appear on the quote, and if their credentials are used within your other systems to track opportunities, sales, and commissions then they need a license. The value of Quosal is derived from the number of salespeople presenting quotes to your customers.

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“Named User” licensing means that each user that uses Quosal needs a license. Each user logs into and uses Quosal with their own login credentials. Their interface to other systems (such as your CRM or operations systems) also typically require their own login credentials. In addition, any user whose name and credentials are used on a quote or as a part of integration to other systems, such as CRM, must also have a license, even if they do not themselves use Quosal. The primary example of this is a Sales representative whose name and likeness appears on a quote and whose identity is used in the CRM system but whose quotes are prepared for them.

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We're here to make that decision easier. QuoteWerks has been developed and refined for over 23 years and is used by over 78,000 users worldwide. Companies initially consider QuoteWerks based on our reputation, affordability, real-time/product content functionality, CRM/PSA integrations, QuickBooks integration, and our detailed and flexible output. Customers continue to love us because of the accessibility of our staff, the high levels of customizations that they can create, the resources we provide them with, and the level of support they receive. Learn More: http://www.quotewerks.com/buytips.asp

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