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

Service teams are looking for guided selling solutions in Salesforce to ease the complexity of scoping services. The Build a Quote Wizard walks users through a structured set of questions making it easier to define what's in scope and the effort required. Read more

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

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