Core Plans & Features
Our service quoting software cost structure is designed to support the dynamic nature of quoting services, and the collaboration of sales, services, and operations/finance team members. Choose between two standard licenses, or reach out to us to discuss tiered pricing and volume pricing (with discounts).
View/Approve
Great for team members who only need to view or approve quotes and proposals
$20
/ month / user
- View quotes & all quote details (offerings, pricing, etc.)
- Approve Quotes
- View Task Quoting, WBS & Gantt
- View & Approve Quote Documents
- View Offerings, Roles, Rates, Materials, etc
- Access to support portal
- Requires Salesforce Platform License (purchased separately)
Full
Great for team members who require complete access to all PSQuote features
$100
/ month / user
Includes All the View/Approve features plus:
- Create & Edit Quotes
- Add Offerings, Edit Pricing, Apply Discounts
- Edit Labor Hours, Schedules, Materials and Milestones
- Set Quote as Primary, Sync, Clone, etc.
- View & Edit Task Quoting, WBS & Gantt
- Create Quote Documents (SOWs, Proposals, etc.)
- Configure Offerings, Roles, Rates, Materials, etc.
- Access to support portal
- Salesforce Sales Cloud License (purchased separately)