Quosal 101

Quosal 101 Training is a 4-part video training course.   Each of the four parts are presented below.  To begin, simply press the “Play” button on the first video.

Introduction This is the introductory video for Quosal, and will help you feel your way around the application. It also describes how the Quosal User interface works, and touches on features such as Zooming and changing skins so you can have a white background.

Building a Quote This video will help you with the basics of building a quote inside of Quosal. It will instruct you how to add products, customers and deliver a document to your customer.

Basic Workflow This video will help you with basic workflow inside of Quosal, including how to update your opportunities, finding existing quotes, and versioning quotes.

Products This video dives deeper into products, and includes instructions on how to use Etilize with Quosal, file based searches, real time pricing and availability, and how to use our Knowledge base for online help articles.