AI-aided Services CPQ & Forecasting

Know your numbers. Trust your future.

PSQuote is the Salesforce-native platform company that standardizes services quoting and revenue forecasting  — so leaders can make decisions with clarity.

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(get a personalized tour, not a sales pitch)

✓ AI insights & automation
✓ Sync to PSA and SOWs
✓ Runs in Salesforce

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AI-assisted scoping, estimation & review

Protects margin with built-in guardrails

Highlights risk early, while there’s still time to act

Trusted by:

Sri Ayyeppen - CEO Argano One
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"PSQuote connected with our CRM... has the depth of abilities to actually give you better solution offerings that you can put in front of your clients... PSQuote was the best tool that we saw that delivered that in an integrated way with immediate results"

Sri Ayyeppen
CEO Argano One

"Before PSQuote, things were very reactionary... now because of what I'm able to capture with PSQuote with resource demand, revenue forecasting, skills and tie it all together to show multiple views of sales pipeline... Delivery used to say 'I wish I had a crystal ball'... PSQuote gives me the crystal ball to see what’s coming"

Jaclyn Todd
Senior Director, Avertium

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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
See why PSQuote is right for you

PSQuote is the #1 CPQ for professional services

Watch our video to learn what we can do for your team.

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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
Explore PSQuote features

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.

Schedule a demo