Services Quoting in Salesforce
Eliminate Spreadsheet Chaos
Quoting in spreadsheets is time-consuming, error-prone and siloed. PSQuote allows teams to create services quotes in minutes instead of days.
Amateur hour is over. Start quoting services like a pro.
Here's what mature processes from PSQuote can do for you.
- Save time with repeatable processes
- Eliminate spreadsheets and disparate systems
- Sell productized offerings with room to add custom scope
- Avoid time delays common with manual estimating
- Hit your targets by selling the right services accurately
- Make strong decisions with a real-time view of revenue and margin based on your resource mix and delivery schedule
- Track ‘As Delivered’ against ‘As Sold’ to maximize revenue
- Inject predictability early into your planning
- Stop playing Tetris to fit people into the projects
- Ensure the right people get on the right projects
Features of PSQuote, the pioneer in professional services CPQs.
- Offers three ways to quote: task-based, LOE schedule, or templates/packaged services
- Works with any PSA for early visibility into resource demands
- Integrates with doc-gen tools like Conga for faster creation of SOWs
- Syncs quotes with opportunities or Salesforce CPQ
- Includes non-labor materials quoting
- And much more
Quoting like a pro is easy with PSQuote.
View a PSQuote demo
Start with a live demo of PSQuote to see how you can go from losing profits to growing margins.
Integrate & Deploy
CLD Partners — professional services experts and Salesforce partner — will tailor PSQuote to your business processes.
Start quoting smarter
Get everything you need to create quotes, and see what was sold through to what gets delivered.
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