Cloud-Based Quoting for Autotask

Quosal allows Autotask users to create beautiful quotes and proposals in minutes – from a completely browser-based application. Save time and sell more!

Quosal is the premier quote and proposal tool for technology providers. We make it easy to prepare managed service contracts and stay on top of recurring revenue. When quoting, you will have a side-by-side comparison of products, availability and pricing across all distributors. With full API-based integration with Autotask, you can fully take control of your sales cycle!

You’ve made a decision on cloud-based, browser-based PSA technology – why do anything else for your Quote and Proposal Automation platform?

With Quosal for Autotask, You Can:

  • Instantly compare prices and availabilities from different vendors
  • Create quotes in minutes from templates
  • Gain control over sales pipeline with managerial visibility
  • Incorporate powerful branding elements into your proposals
  • Recognize ALL of your sales professionals with Quosal Achievements

Highlights of the Quosal & Autotask Integration

  • API-based integration
  • Seamless, smooth workflow from Quote to Order
  • Real-time integration – no data synchronization needed
  • Contact records pulled into quotes
  • Creation of Autotask opportunity and quote records
  • Pulls products, services and bundles into quotes from Autotask
  • Purchase order integration
  • Manages service contract setup
  • Custom field creation

Ready to preview how Quosal and Autotask work together? Request a personal live demo today.

Industries Served:

  • High Tech
  • Information Technology
  • Software Development
  • Professional & Managed Services

Partner Information:

26 Tech Valley Drive, Suite 2
East Greenbush, NY 12061

For more information on the Salesforce/Quosal integration, please contact us at info@quosal.com or call 888.266.8795.