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 by CLD Partners is a specialized proposal management tool tailored specifically for professional services organizations seeking to streamline the quoting and scoping process. Built natively on the Salesforce platform, its primary purpose is to enable teams to quickly create accurate, configurable, and scalable service quotes. Unlike generic CPQ solutions, PSQuote is uniquely designed for services-based businesses, offering tools that allow firms to build resource-loaded project estimates, integrate pricing models, and drive efficiency in professional services sales cycles. The **user interface** of PSQuote is clean, modern, and aligned with Salesforce’s familiar environment, which provides a significant advantage for existing Salesforce users. Navigation is intuitive, using Lightning components and user-friendly layouts that follow Salesforce’s UI design best practices. Users can move between quote creation, resource planning, rate cards, and approval workflows without navigating away from the interface. Custom widgets and guided workflows enhance the usability further, ensuring that even less technical users can configure complex proposals with ease. The visual design supports drag-and-drop resource allocation and quick edits, which speeds up the proposal process significantly.
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.
Features
Key features
Enables users to create and price service quotes. This suggests tools for defining services, setting prices, and generating the quote document itself.
Offers flexibility in how quotes are constructed:
Allows quoting based on allocating effort (hours) by role over a timeline (weeks). This is useful for projects with predictable resource needs over time.
Likely involves breaking down projects into specific tasks with associated costs and effort. This provides a more granular level of detail in the quote.
Facilitates the creation of quotes based on pre-defined service packages or templates, speeding up the quoting process for recurring offerings.
Integrates the quoting process with Salesforce CRM and enables document creation:
Connects the quote directly to the sales opportunity in Salesforce, ensuring data consistency.
Provides early visibility into resource needs based on the quote, aiding in resource planning.
Offers different ways to synchronize data with the Opportunity, such as syncing the total amount or individual line items.
Integrates with Professional Services Automation (PSA) systems like Certinia PSA to create projects and resource requests directly from the quote.
Allows for the creation of essential project documents using tools like Conga and DocuSign.
Provides features for managing labor and forecasting demand:
Enables the scheduling of labor hours by role and week, linked to key Salesforce records (Opportunity, Account, Quote).
Ensures alignment between the quoted labor and the actual resource scheduling in the PSA system.
Likely offers insights and reports on future resource needs based on the quotes in progress.
Facilitates quote approval workflows:
Allows for the configuration of approval processes within Salesforce.
Enables automated routing of quotes based on criteria like the quote amount or margin percentage.
Supports the creation of quotes for changes in project scope.
Offers capabilities for analysis and data comparison:
Additional features
Implies automation of quoting tasks and potentially the use of data to predict future quoting needs or outcomes.
Suggests features that help ensure accurate pricing and cost management in quotes.
Highlights the user-friendliness and reliability of the tool compared to manual methods.
Indicates that the software streamlines the quoting process, reducing the time it takes to generate and send quotes.
Emphasizes the flexibility of the quoting methods to align with different project delivery approaches.
Allows for detailed planning of resource utilization over the project timeline.
Provides flexibility in how effort is distributed across the schedule.
Offers control over the level of detail shown in the LOE quote.
Enables quoting based on individual project tasks, likely with associated effort, rates, and costs.
Allows the creation and reuse of pre-defined service offerings with set pricing structures.
Enables the generation of different quote options or versions related to a single sales opportunity.
Facilitates the efficient creation of revised quotes based on scope adjustments.
Maintains a history of all generated quotes, allowing for easy reference and comparison.
Allows the inclusion of expenses beyond labor, such as hardware, software, or travel.
Ensures that quote data is linked and consistent with the related sales opportunity in Salesforce.
Pricing
Countries & Languages
Interface languages
Billing currencies
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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) 497-5112PSQuote's Alternatives
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Proposalways
Proposalways is a proposal software from Proposify that provides tools for efficient proposal management. It…