Professional Services Quoting on Salesforce

Let's Connect!

To schedule a meeting with the PSQuote Team at TSIA Envision, complete this form. 

Meet with us at TSIA Envision 

LAS VEGAS

OCTOBER 21-23, 2024

Stop estimating professional services in spreadsheets, start quoting on Salesforce with PSQuote. 

  • Save Time
  • Eliminate Spreadsheet Chaos
  • Improve Resource Demand Planning

Attend Our Session

October 23, 2024  |  12:55 PM

Tackling Revenue Forecasting and Services Quoting 

Insights from Leaders in Professional Services

Bryan May

Director Professional Services at Gitlab

Theatre Session  |  EnvisionExpo Stage #1

Join us for a panel conversation with leaders in professional services in the high-tech space. The focus will be optimizing services quoting and revenue forecasting with perspectives from both publicly traded and private equity-backed companies.  


Key Takeaways:

• How to get a holistic view of your PS pipeline.  

• Why spreadsheets and homegrown tools could be holding back your PS team's growth & profitability.  

• Ways to improve your Resource Demand and Revenue Forecasting.  

Jeremy Taylor 

Director, Professional Services COE at iCIMS

Who Should Attend: Professional Services and Revenue Ops Leaders

Along with managers and their teams responsible for growing and optimizing professional services, or a PMO, will find a lot of value from this conversation. 


View the Full TSIA Envision Agenda

PSQuote Helps Services Organizations Standardize the Way They Sell and More

TRUSTED BY

Our customers like saving time with a mature, flexible quoting solution on platform

"We easily and quickly create semi-custom SOWs. Revenue language is dynamic based on  contract type. Resource allocation requests flow to the PSA smoothing Ops and delivery interactions."

“We switched to PSQuote after a tough attempt to implement another app for services quoting. The experience has been great.”

"We approved 48 quotes and synced 192 resource requests in 90 minutes. In the past, this would have taken three days. With PSQuote, it took our team less than 2 hours."

Start adding elements into your carousel.

Start adding elements into your carousel.

Enable Your Team to Quote Based on How You Deliver 

Quote services based on how you deliver: Task-based, LOE schedule, or templates/packaged services  

PSQuote syncs with Salesforce CPQ and PSA (if desired) 

Get earlier insight into demand planning  

Improve profitability 

Integrate with doc-gen solutions 

Automate processes and approvals

We look forward to seeing you atBooth #327!