AutoQuoteDean Infotech
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PSQuoteCLD Partners
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Related Products
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About
AutoQuote is a powerful HubSpot-integrated tool designed to automate quote creation when deals progress through different stages. With an intuitive drag-and-drop interface, users can seamlessly generate, review, and edit quotes, ensuring a smoother sales workflow. By eliminating manual effort, AutoQuote streamlines the sales process, increases efficiency, and accelerates deal closures.
Key Features
💠Automated Quote Creation – Instantly generates quotes when a deal moves stages, reducing manual effort.
💠Drag-and-Drop Functionality – Easily create and manage quotes directly from the deal stage with a simple drag-and-drop action.
💠Side Card View – Enables one-click quote generation without leaving the deal page.
💠Quick & Easy Configuration – Set up predefined templates for faster and more accurate quotes.
💠Seamless HubSpot Integration – Works directly within HubSpot CRM for a smooth and uninterrupted experience.
💠Faster Deal Closures – Automates and the quoting process
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About
PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses using HubSpot CRM that want to automate and streamline their quote creation process to improve sales efficiency and accuracy
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Audience
Sales teams searching for a solution to manage their resources and improve their business operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDean Infotech
Founded: 2012
India
www.deaninfotech.com
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Company InformationCLD Partners
United States
www.cldpartners.com/solutions/cpq-for-services/
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Categories |
Categories |
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Quoting Features
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
CPQ Features
2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
Proposal Management Features
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control
Sales Force Automation Features
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
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Integrations
Conga CLM
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Salesforce
Workday Services CPQ
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Integrations
Conga CLM
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Salesforce
Workday Services CPQ
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