About PSQuote
PSQuote is a services quoting software from CLD Partners that simplifies quoting services by moving estimation processes to Salesforce. It provides features such as services quoting, resource management, and documentation to improve forecasting for revenue and resources. By moving away from spreadsheets, PSQuote helps organizations standardize their quoting process and trust their financial projections. This platform supports repeatable processes and enables users to save time while generating accurate quotes. Key capabilities: services quoting resource management documentation reporting integration with Salesforce Best for: businesses that need efficient and reliable quoting services for improved financial accuracy.
PSQuote Details
PSQuote's In-App Market Place
Does PSQuote have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (CHF), CNY (¥), SGD (S$), INR (₹), MXN (Mex$), HKD (HK$), SEK (kr), NZD (NZ$)
Pros & Cons
- Offers multiple methods (LOE, task-based, templates) to match delivery.
- Seamlessly connects with Salesforce and PSA systems for data flow.
- Helps move from manual processes to potentially more profitable quoting.
- Integrates with tools like Conga and DocuSign for proposals.
- Provides early visibility into resource demands.
- Requires an existing Salesforce Sales Cloud subscription.
- Full functionality may require Enterprise or Unlimited editions of Salesforce.
- Relies on CLD Partners for tailoring and deployment.
- Adopting a new quoting tool may require training.
PSQuote's Support Options
Email Address
info@psquote.comContact
(571) 497-5112