Services Quoting in Salesforce

Eliminate Spreadsheet Chaos

Quoting in spreadsheets is time-consuming, error-prone and siloed. PSQuote allows teams to create services quotes in minutes instead of days. 

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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.

Joey Poarch
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"We didn't have insight into the offerings we were selling or quoting the most. Implementing PSQuote made us rethink and restructure our product data in Salesforce. Now we have much better insight into product and offering data."

Joey Poarch
Director of Sales Solution Architecture, Zennify

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"We approved 48 quotes and synced 192 resource requests in 90 minutes! In the past, this would have taken three days. With PSQuote, it took our team less than two (2) hours."

Jaclyn Todd
AVP, Resource Management and Operational Excellence, Bishop Fox

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"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."

Ryan Klein
Senior Director of Business Development, Resolian

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