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.
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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
"[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."
"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."
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.
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.