PSQuote makes quoting services fast, easy, and accurate.

Most organizations struggle with old-school, off-platform quoting that wastes time and profits. We think you’ve suffered amateur processes long enough. Discover the best CPQ software for your team.

Standardize the Way You Sell
Increase Delivery Margin
Improve Capacity Planning

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We’ll help you visualize how PSQuote will fit into your organization so you can work smarter and increase delivery margins.

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Start quoting smarter.

With PSQuote, services organizations are:

  • Moving from manual to predictive processes
  • Growing margins instead of losing profits
  • Trading in frustrations for confidence
  • Eliminating time delays
  • Quoting the way they deliver projects

"PSQuote is the right tool at the right time. We are aggressively scaling our organization to achieve growth goals over the next several years, and getting the right tools in place is key. We know PSQuote is going to grow with us, and we’re grateful for CLD Partners’ excellent implementation work."

Ryan Klein

Senior Director of Business Development, Resolian

"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 two (2) hours."

Jaclyn Todd

AVP, Resource Management and Operational Excellence, Bishop Fox

Quoting is a team sport. PSQuote equips every player with the right information.

  • Resourcing can gain earlier visibility into resource demand to help with capacity planning, and better optimize resource utilization.
  • Sales can quickly build and deliver proposals — spending less time quoting and more time selling for greater profitability.
  • Finance feels more confident in the accuracy of revenue forecasting.
  • Operations loves having all data in one place so they can track what was delivered vs what was sold.
  • Everyone can get their part done quickly and accurately.

PSQuote integrates with these other great products


  • Built on Salesforce platform
  • Syncs with any PSA tool
  • Includes 3 flexible options to quote services
  • Ability to plan resources independent of a PSA
  • Includes non-labor materials quoting
  • Syncs to Opportunities or Salesforce CPQ
  • Integrates with doc-gen tools
  • Improved demand planning
  • Smart project creation

Designed specifically for services

A trusted Salesforce partner

Professional services experts