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
- Build & Price Quotes
- Enables users to create and price service quotes. This suggests tools for defining services, setting prices, and generating the quote document itself.
- Three Ways to Quote Services
- Offers flexibility in how quotes are constructed:
- Level of Effort (LOE) Schedule Quoting
- Allows quoting based on allocating effort (hours) by role over a timeline (weeks). This is useful for projects with predictable resource needs over time.
- Task-based Quoting
- Likely involves breaking down projects into specific tasks with associated costs and effort. This provides a more granular level of detail in the quote.
- Templates/Packaged Services Quoting
- Facilitates the creation of quotes based on pre-defined service packages or templates, speeding up the quoting process for recurring offerings.
- Sync & Doc Generation
- Integrates the quoting process with Salesforce CRM and enables document creation:
- Sync Services Quotes with CRM Opportunity
- Connects the quote directly to the sales opportunity in Salesforce, ensuring data consistency.
- Create resource demand records on Opportunities
- Provides early visibility into resource needs based on the quote, aiding in resource planning.
- Flexible sync options
- Offers different ways to synchronize data with the Opportunity, such as syncing the total amount or individual line items.
- Sync to PSA Project & Resource Requests
- Integrates with Professional Services Automation (PSA) systems like Certinia PSA to create projects and resource requests directly from the quote.
- Generates SOWs, proposals, etc.
- Allows for the creation of essential project documents using tools like Conga and DocuSign.
- Labor & Demand Planning
- Provides features for managing labor and forecasting demand:
- Labor Scheduling by Role
- Enables the scheduling of labor hours by role and week, linked to key Salesforce records (Opportunity, Account, Quote).
- Data is synced to PSA Resource Request schedule data
- Ensures alignment between the quoted labor and the actual resource scheduling in the PSA system.
- Resource Demand Forecast/Reporting
- Likely offers insights and reports on future resource needs based on the quotes in progress.
- Approvals & Governance
- Facilitates quote approval workflows:
- Tailored Approval Routing
- Allows for the configuration of approval processes within Salesforce.
- Route quotes based on business rules
- Enables automated routing of quotes based on criteria like the quote amount or margin percentage.
- Creates Quotes for Change Orders
- Supports the creation of quotes for changes in project scope.
- Reporting & More
- Offers capabilities for analysis and data comparison:
Additional features
- Moving from manual to predictive processes
- Implies automation of quoting tasks and potentially the use of data to predict future quoting needs or outcomes.
- Growing margins instead of losing profits
- Suggests features that help ensure accurate pricing and cost management in quotes.
- Trading in frustrations for confidence
- Highlights the user-friendliness and reliability of the tool compared to manual methods.
- Eliminating time delays
- Indicates that the software streamlines the quoting process, reducing the time it takes to generate and send quotes.
- Quoting the way they deliver projects
- Emphasizes the flexibility of the quoting methods to align with different project delivery approaches.
- Level of Effort (LOE) Schedule Quoting
- Build quotes by allocating hours across weeks per role
- Allows for detailed planning of resource utilization over the project timeline.
- Auto-spread hours using one of the allocation methods or manually assign hours
- Provides flexibility in how effort is distributed across the schedule.
- Display/hide Phases and Tasks as needed
- Offers control over the level of detail shown in the LOE quote.
- Task-based Quoting
- Enables quoting based on individual project tasks, likely with associated effort, rates, and costs.
- Templates/packaged Services Quoting
- Allows the creation and reuse of pre-defined service offerings with set pricing structures.
- Create Multiple PS Quotes from an Opportunity
- Enables the generation of different quote options or versions related to a single sales opportunity.
- Respond quickly when clients request changes in scope
- Facilitates the efficient creation of revised quotes based on scope adjustments.
- Retain and track all quote versions
- Maintains a history of all generated quotes, allowing for easy reference and comparison.
- Materials for Non-labor costs
- Allows the inclusion of expenses beyond labor, such as hardware, software, or travel.
- Sync Services Quotes with CRM Opportunity
- 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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