Services Quoting in Salesforce
Tired of Chasing Spreadsheets?
Quoting and forecasting in spreadsheets is error-prone, siloed and time-consuming. PSQuote allows teams to create services quotes in seconds instead of days.
Create SOWs in seconds, not hours
Forecast PS revenue across your pipeline
16x faster Resource Request creation
Companies of all sizes trust PSQuote to drive services revenue growth, increase attach rate & scale up services operations.
"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"
"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
PSQuote is the #1 CPQ for professional services
Watch our video to learn what we can do for your team.
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.