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 & delivery of professional services
  • Resource planning teams responsible for staffing and capacity planning
  • Operations teams responsible for setting up projects & order management
  • Finance teams responsible for forecasting, margin analysis, and ensuring billing and rev rec variables flow from quote to project

PSQuote was designed by a professional services company to have maximum flexibility, because every company sells services differently. PSQuote supports these situations and more:

  • Estimating using labor (you specify roles, hours & 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

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.View our pricing tiers.

PSQuote integrates with these other great products.