Start your project off right with the pioneer in CPQ for professional services on the Salesforce platform.

Use PSQuote to track everything from estimation to execution, all in one place.

Smart, productive people at these great companies use CLD Partners services estimation solutions.

Traditional CPQ tools are NOT built for services organizations.

Have you ever...

  • Sifted through spreadsheets, emails and documents to find the latest quote or SOW you sent to a customer?

  • Felt like Sales and Delivery aren’t on the same page?

  • Felt frustrated by manual data entry into CRM, PSA and ERP?

  • Lost profits because you can’t track what was sold against what was delivered?

  • Wasted time creating workflows or approvals through spreadsheets and email?

  • Wondered if there is a better way to create quotes that let you control rates, discounting, roles, and more?

Illustration of a women tried at a computer

Have you ever...

Sifted through spreadsheets, emails and documents to find the latest quote or sow you sent to a customer?

Felt like sales and delivery aren’t on the same page?

Felt frustrated by manual data entry into crm, psa and erp?

Lost profits because you can’t track what was sold against what was delivered?

Wasted time creating workflows or approvals through spreadsheets and email?

Wondered if there is a better way to create quotes that let you control rates, discounting, roles, and more?

The #1 CPQ designed specifically for
professional services.

PSQuote is a full-featured CPQ for professional services built on the Salesforce platform. With it you can eliminate spreadsheets, confusion, and disjointed systems.

  • Automate and streamline your quoting process
  • Accurately estimate services
  • Automate the sales-to-delivery handoff
  • Improve the collaboration between Sales, Delivery and Resource Management with a single source of truth for quotes, and in pipeline demand planning
  • Get more granular forecasting and demand planning
  • Spend more time focused on delivery and less time quoting
Illustration of a woman on a computer

"[CLD's service estimation] solution allows our sales and services teams to collaborate effectively when it comes to estimating, selling, and delivering services and will be a great benefit to our business."

Image of Kevin McKay from Kofax

Kevin McKay

EVP of Customer Success
Kofax

Image of guy with generic product icons

"Our ability to now quote services estimates within Salesforce (as well as via integration with excel) has had a significant positive impact on the speed at which we can estimate, approve, sell, and deliver our services."

Image of Alex Widger from Conga

Alexander Wigder

Senior Director of Business Operations
Conga

We will help you quote services based on how you deliver.

  • Use pre-packaged templates or custom scope to build your quote
  • Setup your fixed fee billing schedule on your quote
  • Create pricing from standardized rate cards with flexibility for discounting
  • Adjust scheduled hours and roles by week or date range
  • Sync your quote to Salesforce CRM Opportunity and PSA tools
  • Document templates for SOWs and proposals
  • And much more

Anyone who offers professional services and uses the power of the Salesforce platform:

  • Sales teams responsible for selling, quoting, and SOW/proposal generation
  • Services teams responsible for estimating, SOW/proposals, and delivery of professional services
  • Resource planning teams responsible for staffing and capacity planning
  • Operations teams responsible for setting up projects and order management
  • Finance teams responsible for forecasting, margin analysis, and ensuring billing and rev rec variables flow from quote to project

If you’ve been searching for a CPQ for professional services, this tool is for you.

PSQuote was designed by a professional services company that knows that every company sells services differently. So it was designed with flexibility in how it’s configured. It supports these situations and more:

  • Estimating using labor (you specify roles, hours and rates) and materials
  • Using configurable rate cards with cost rates and revenue rates for roles, locale, or other attributes
  • Planning based on level of effort–specifying resource requests with schedules (optional)
  • Using Salesforce products and pricebooks for services offered
  • Defining “offerings” based on commonly sold packages or bundles of services

Learn more about why we created PSQuote to be the #1 CPQ for professional services.

That’s the beauty of PSQuote–it’s a native app built on Salesforce. This means we simply install it in your Salesforce environment like you would any other Salesforce app. No need for complex integrations or middleware tools.

Visit our Features page to read about the technical requirements for PSQuote.

Yes, absolutely! Our training team will provide training to your system admins and end users. Do you want quick reference guides? We can do that! Do you want in-person training? We can do that! Do you want videos? We can do that too!

PSQuote is licensed on a per user / per month basis and is meant to be flexible and affordable. Contact us to discuss pricing.

Have another question?

Contact Us

Getting PSQuote for your organization is simple.

View a PSQuote live demo

You’ll see how easy it is to create a quote using templates customized to your company. 

Get PSQuote for your organization

The experts at CLD Partners—a leading Salesforce certified integrator—will set up and integrate PSQuote for you.

Streamline & automate quoting

Get everything you need to create quotes, and see what was sold through to what gets delivered.