Using Quosal with Microsoft Word


Use Quosal and Word together to generate true proposals and statements of work.
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Quosal Posts Continued Sales and Market Growth in Q2


Major New Accounts, Partner Channel Expansion Highlight Quarter
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Testimonials: What Our Customers Are Saying





Four IT executives discuss their decision to go with Quosal, the premier quoting and proposal solution. Session recorded at the HTG Summit 2010, Dallas.












You Deserve the Best Tools in a Challenging Business Climate


SampleBoxNoCaptionLike never before, businesses need to be at their most effective, always striving for higher levels of productivity. That’s where Quosal comes in — dramatically increasing your productivity in one of the most critical processes: Quote and Proposal Management and Automation.

With Quosal, you’ll create higher quality, accurate and attractive quotes and proposals for your customers, and you’ll do it in a fraction of the time.

Put your best foot forward

There are few documents in the sales process more important than the quote or proposal — especially when you’re closing new business. Quosal helps sales professionals and organizations, large and small, create attractive, accurate and timely quotes and proposals.

Quosal handles everything from the simplest one-line quotes, to the most sophisticated, 100-page proposals, and it does it all quickly and accurately. Quosal smooths out the rough edges of the three major elements of your documents — Customers, Products and Documents — and deftly handles sophisticated pricing and extended product content.

Save time. Win business!

Accurate, complete and timely quotes and proposals answer customer questions, build trust and ensure expectations are met with the right products and services.

Integrate with your existing tools

Quosal integrates seamlessly with your CRM system, your product management system, your distributors, and your content providers. You can deploy Quosal as a desktop application, or as a hosted Software as a Service (SaaS) application.

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Careers @ Quosal



Quosal is changing the way industry looks at the quote and proposal process. We're looking for sharp people to joining our rapidly growing company.
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Webinar Replays



OrderPorter Quosal Version 1.7.0.5514 Update

Join us as we talk about the 1.7.0.5514 Quosal update, and some of the exciting new features we have added to Quosal, especially in the area of our ConnectWise interface. If you want to know how workflow with opportunities, products, and service tickets is changing between ConnectWise 2010 Phase 2 and ConnectWise 2010 Phase 3, this is the webinar for you.


Ten Reasons ConnectWise Users Are Migrating to Quosal

In this webinar session, we’ll show you the top 10 reasons IT companies large and small are making this move and finding high productivity, sales, and ROI in doing so.


The Purchasing Side of Quosal

This Webinar covers Quosal’s Purchasing options. Covered are Roles, Workflows, and Use Cases that show how Quosal can help make purchasing easier after your Quote/Proposal has been won.


Order Porter Overview, Part 2

Join us for part 2 of our Order Porter webinar. We discussed best practices with Order Porter. We also talked about the details of Payment Processing with Authorize.net and showed off the template editor within Quosal to help implement some of the best practices.


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Feature Videos



OrderPorter Using Quosal with Microsoft Word

This video, hosted by Quosal’s Kent McNall, demonstrates some of Quosal’s Microsoft Word integration and how you can use the applications together to generate a true proposal, for common Statements of Work created by many Quosal users.
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Order Porter Tour, The Director’s Cut

The Directors cut has 16 minutes of Order Porter features! Our patent pending Order Porter add-on in Quosal allows you to make it easy for your customers to say Yes! In this 10 minute tour, we will show you some of the ground breaking features of Order Porter including Electronic Signature, Down payments, creating Order Porter quotes on the iPad, and delivering a personalized video to your customer.


10 Minute Tour: Order Porter

Our patent pending Order Porter add-on in Quosal allows you to make it easy for your customers to say Yes! In this 10 minute tour, we will show you some of the ground breaking features of Order Porter including Electronic Signature, Down payments, creating Order Porter quotes on the iPad, and delivering a personalized video to your customer.


ConnectWise Tour, The Director’s Cut

We have so many integration points with ConnectWise that we had to cut out some of the features to keep our tour video to 10 minutes. The director’s cut includes those pieces we had to leave out!


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