Flexibility: Three Ways to Quote Services
PSQuote was designed with flexibility for how services teams estimate and build up quotes. While three ways are specifically listed below, we’ve seen most professional services teams actually use a combination of these methods.
Here are the three (3) most common ways we’ve seen enterprises quote professional services:
- Bottom-up approach based on phases & tasks
- With templates & commonly sold packages of offerings
- Level of Effort (LOE) by role across the project schedule
Watch this video to see all how to quote all 3 ways using PSQuote.
This video is from February 2023, new features and enhancements have been introduced since them in the user interface. Schedule a demo to see the latest features.
By: Theresa Kristanc
Theresa heads up marketing at CLD and PSQuote. Raised on raw milk, she loves adventure whether it be getting outdoors, cooking in cast iron or chasing kiddos.
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