PSQuote Blog

The experts from the PSQuote team share their knowledge and advice to help your organization succeed.

happy woman working at computer smiling because using psquote make quoting so easy
Oct 10, 2023 - Services Quoting

PSQuote adoption–easier than you think

Our experts answer common questions about making the switch to PSQuote and what successful adoption looks like. We'll answer where to start?, what's worked well?, and even what if? Read why its so important to carefully think about how you sell and deliver services and why services quoting is so critical (Hint: it ties together two major processes that are the backbone of every organization) Read more
Sep 06, 2023 - Release Notes

PSQuote Summer Release ’23 Video Overview

The PSQuote Summer 2023 release is here. Many features center around improvements to the PSQuote document generation capabilities as well as making the user experience better by allowing seamless updates and offering an easier way to compare quotes. And we're listening to your feedback and used that improve task creation. Read more
Services CPQ Streamlines Quoting Process
Sep 06, 2023 - Services Quoting

Unleashing Efficiency and Collaboration in Organizations with a Services Quoting Tool

Compare CPQ features to essential elements of a services quoting tool and understand the hidden costs organizations pay by not investing in a robust solution. A dedicated quoting tool offers specialized features, scalability, enhanced security, collaboration capabilities, automation, and reporting functionalities to support business growth. Read more
the great wave print
Jul 01, 2023 - Services Quoting

The Great Services Quoting Wave

The Imminent Services Quoting Shift In prior years, companies focused on maturing the quote-to-cash process by improving customer relationship management (CRM) and implementing professional services automation… Read more
May 04, 2023 - Features

Clone a Quote in PSQuote

Save time by copying over what you need from a previous services quote and updating what you need for a new services estimate. This post walks through how to clone a quote and the supporting features designed to make quoting services faster and easier. Read more
PSQuote 2023 Spring Release
Apr 25, 2023 - Release Notes

PSQuote Spring Release ’23: Video Overview

Watch the video that covers key updates that include a better way to visualize phases and tasks on the quote line, define custom billing methods, improved billing schedule & materials interfaces and more. Read more
Mar 01, 2023 - Features

Task-based Quoting in PSQuote

Task-based quoting is estimating the cost by specifying the hours that the resource(s) will need to complete each task to deliver a project. The PSQuote Task Quoting and Task Gantt features allow organizations to build professional services quotes using this approach. Read more
Feb 21, 2023 - Release Notes

PSQuote Winter Release ’23: Latest and greatest

PSQuote has new features and many fixes in our Winter ‘23 release. Let’s explore some of the new functionality. Our goal always is to make your organization’s quoting process better… Read more
Sep 20, 2022 - News

Creator of PSQuote Interviewed on the CPQ Podcast

Steve Clune, the CEO of CLD Partners and architect of PSQuote, shares what went into creating a CPQ tool built specifically for services companies, and how the long history of… Read more