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PSQuote Reviews & Product Details

PSQuote Overview

What is PSQuote?

PSQuote is a full-featured CPQ for professional services built on the Salesforce platform. With it, you can eliminate spreadsheets, confusion, and disjointed systems. We believe you deserve to spend more time focused on delivery and less time quoting. That’s why we created PSQuote. Professional services organizations can finally get rid of the disjointed system of spreadsheets and manual re-entry into CRM/PSA tools. Too many people still work this way because automated solutions haven’t been available with the features needed for real services quoting. Once you have PSQuote, you can create a quote within Salesforce, build statements of work, plan margin, track sales, and sync to downstream PSA projects. When you can see your projects clearly from pre-sales to billing, you can increase revenue. PSQuote is a robust, unified system to create your professional services quotes, built natively on the Salesforce platform.

PSQuote Details
Languages Supported
English
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Product Description

Professional Services Quoting (Services CPQ) in Salesforce based on resource roles, rates, with materials and fixed fee items. Setup billing schedules, create statements of work (SOWs), plan margin, track sales, and sync to Sales Cloud/CPQ & PSA projects


Seller Details
Year Founded
2010
HQ Location
Front Royal, US
Twitter
@cldpartners
31 Twitter followers
LinkedIn® Page
www.linkedin.com
54 employees on LinkedIn®

JS
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Recent PSQuote Reviews

Verified User
I
Verified UserSmall-Business (50 or fewer emp.)
4.0 out of 5
"If you've used Salesforce before, this is kinda "easier" version of it."
It's literally an easier version of Salesforce "Vanilla" version. If you are familiarized with Salesforce enviroment, you'll be thankfull of discov...
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PSQuote Media

PSQuote Demo - Powerful Built-in Resource Scheduling Capabilities Supports Forecasting and Demand Planning
IMPROVE FORECASTING | INCREASE REVENUE Improve capacity planning by defining scheduled hours across the engagement timeline. See expected revenue and margin at a glance based on resource mix. Minimize project issues with accurate up-front estimates.
PSQuote Demo - Generate and Send Proposals to Your Clients with Quality Data and Less Effort
TRACK EVERYTHING IN ONE PLACE Delivery and sales teams work in the same system (eliminating need for offline spreadsheets). Generate documents with templates for statement of work, proposals, etc using information from the Quote and PS Quote
PSQuote Demo - Easily Create Professional Services Quotes from Opportunities
BUILT ON SALESFORCE | DESIGNED FOR PROFESSIONAL SERVICES Create PS Quotes from the Opportunity; Build your estimate using resource roles and rates, packaged offerings, add non-labor materials (travel, expenses, subscription), define schedules and more
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1 PSQuote Reviews

4.0 out of 5
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1 PSQuote Reviews
4.0 out of 5
1 PSQuote Reviews
4.0 out of 5
G2 reviews are authentic and verified.
Verified User in Medical Devices
IM
Small-Business(50 or fewer emp.)
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Review source: G2 invite
Incentivized Review
What do you like best about PSQuote?

It's literally an easier version of Salesforce "Vanilla" version. If you are familiarized with Salesforce enviroment, you'll be thankfull of discovering this tool. Review collected by and hosted on G2.com.

What do you dislike about PSQuote?

Maybe the same things as Salesforce. It is an easier version of the Vanilla version os Salesforce, so if you want to customize it, it's also easier, but talking in a "Salesforce standard" of difficulties. Review collected by and hosted on G2.com.

What problems is PSQuote solving and how is that benefiting you?

Is a good choice for campaings, proposals and documents. It's maybe and all-in-one user-friendly version os Vanilla Salesforce. You can also take and track orders with every single detail. Review collected by and hosted on G2.com.

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