Quote with Confidence
PSQuote is the mature way to quote professional services, built on the Salesforce platform. With it, you can quote faster, easier, and more accurately.
"Forty-eight quotes were approved in 90 mins. The team [created projects and] synced all the resource requests (192). Now they are ready to spin up all the projects. In the past this would have taken three days. And our team did it in less than 2 hours with PSQuote."
"PSQuote is the right tool at the right time. We are aggressively scaling our organization to achieve growth goals over the next several years, and getting the right tools in place is key. We know PSQuote is going to grow with us, and we’re grateful for CLD Partners’ excellent implementation work."
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.