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G2 Crowd User

Multiple Licenses

over 2 years ago

Do my salespeople need a license if we have one admin that prepares quotes for all of them?

Vendor Responses

Response by ConnectWise Sell

about 2 years ago

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.