Costimator

Costimator

MTI Systems
PSQuote

PSQuote

CLD Partners
+
+

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About

Helping shops accurately estimate more quotes, win more jobs and generate more profits. Estimate with or without the aid of a 3D CAD model. Utilize time tested and industry validated cost models to quickly estimate labor times and costs. Simultaneously estimate multiple quantities by automatically amortizing setup and other quantity sensitive costs. Centralized database enables real time updates and quick retrieval and review of estimate data throughout the organization. Import tools enable mass uploading of manufacturing data to quickly refresh quotes with the most current information. Export tools can be easily utilized to produce custom reports and links to other software, such as ERP/MRP systems. Automatically generates a formal quote as well as a series of useful management reports.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Manufacturing

Audience

Sales teams searching for a solution to manage their resources and improve their business operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MTI Systems
Founded: 1982
United States
www.mtisystems.com

Company Information

CLD Partners
United States
www.cldpartners.com/solutions/cpq-for-services/

Alternatives

SecturaFAB

SecturaFAB

SecturaSOFT

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
Tasor Planner

Tasor Planner

Virtuona
eRep

eRep

Revalize
ToolBox

ToolBox

Tempus Tools

Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Job Shop Features

Billing & Invoicing
Capacity Management
Job Costing
Job Tracking
Order Management
Purchasing
Quality Control
Quotes / Estimates
Scheduling
Shipping Management
Traceability
Work Order Management

Manufacturing Features

Accounting Integration
ERP
Maintenance Management
MES
MRP
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

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

Integrations

Conga CLM
JobBOSS²
Microsoft Excel
Salesforce
Workday Services CPQ

Integrations

Conga CLM
JobBOSS²
Microsoft Excel
Salesforce
Workday Services CPQ
Claim Costimator and update features and information
Claim Costimator and update features and information
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Claim PSQuote and update features and information