PSQuote
3.9
1

Not Claimed

PSQuote is a full-featured CPQ for professional services built on the Salesforce platform. With it, you can eliminate spreadsheets, confusion, and disjointed systems. We believe you deserve to spend more time focused on delivery and less time quoting. That’s why we created PSQuote. Professional services organizations can finally get rid of the disjointed system of spreadsheets and manual re-entry into CRM/PSA tools. Too many people still work this way because automated solutions haven’t been available with the features needed for real services quoting. Once you have PSQuote, you can create a quote within Salesforce, build statements of work, plan margin, track sales, and sync to downstream PSA projects. When you can see your projects clearly from pre-sales to billing, you can increase revenue. PSQuote is a robust, unified system to create your professional services quotes, built natively on the Salesforce platform.
Developer
CLD Partners
HQ Location
Front Royal, Virginia
Year Founded
2010
Number of Employees
49

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PSQuote Plan

Standard $ 50 1 Users Per Month
Add pre-packaged templates of hours and roles Adjust hours and roles by week or date range for granular demand forecasting Quickly clone quotes to create new versions that are all tied to the same Opportunity in Salesforce, so you can see changes over time Apply discounts and adjust pricing; see margin at a glance Add materials (expenses, fixed cost, products) Define your fixed fee billing schedule on your quote Generate content for SOWs and proposals Create approval processes around quotes and/or quote documents (SOWs/proposals) for pricing/discounting and scope Sync to Salesforce Opportunity and/or Opportunity line items Sync with FinancialForce PSA projects and resource requests Sync with Salesforce CPQ
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