PSQuote

PSQuote

CLD Partners
+
+

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About

EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA.

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 Supported
Mac Not Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies with critical processes which are underpinned by Excel

Audience

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

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Pricing is based on the specific configuration and options needed by each customer. You have two options for implementation - you can build the app, on-prem, or we can implement it for you and you can install on your network or cloud. Contact EASA for a custom quote.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 4.5 / 5
design 4.0 / 5
support 4.5 / 5

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

Pros & Cons from Real Users

Pros

  • I like as a "citizen developer" I am able to develop and publish my own applications without having to rely on IT and having the budget for IT development beyond the ongoing licence costs. For somebody of the right mindset (the sort of person who develops spreadsheets/macros) it is easy to pick up and create/deploy apps quickly. The ability to put a wrapper around a pre-existing excel is also attractive so you don't have to code logic but you are also able to build out an application without this. The tool itself is also pretty quick.
  • It offers a secure environment for users to use, store and retrieve key information that could help decision making in the organization. Being able to host the tool via EASA in the intranet is a key for us.

Cons

  • It can be tricky to debug an application and this can cause frustration because you can add the basics of a feature in 30 minutes (great!) then spend 30 minutes figuring out the one thing you've not got quite right (frustrating) - compare this to being able to easily step through code in other applications. There are some basic debugging tools, and you can build your own in but this can be time consuming and it would be nice if this was standard. On occasion this debugging has uncovered bugs in the underlying software, but these can normally be worked around and EASA are supportive in finding work arounds quickly.
  • I hope the user interface could be improved further and the setup process could be easier.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

EASA
Founded: 2008
United States
easasoftware.com

Company Information

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

Alternatives

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix
AMTOS

AMTOS

Aggregator Solutions Ltd.
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
Intellimas

Intellimas

Singletree Technologies
eRep

eRep

Revalize

Categories

CPQ Supported
Financial Modeling Supported
Quoting Supported
Spreadsheet Supported

Categories

CPQ Supported
Quoting Supported
RFP Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Not Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Not Supported
Self Service Portal Not Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Not Supported
Collaboration Not Supported
Contact Management Not Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Not Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Supported
RFP Management Not Supported
Task Management Not Supported
Templates Supported
Version Control Supported

Quoting Features

Automated Quoting Not Supported
Catalog Management Not Supported
Client Portal Not Supported
Contact Management Not Supported
Customer Accounts Not Supported
Customizable Branding Supported
Discount Management Not Supported
Forms Creation Supported
Pricing Management Not Supported
Product Configurator Supported
Proposal Management Supported

Low-Code Development Features

AI-Assisted Development Not Supported
Business Process Automation Not Supported
Collaborative Development Not Supported
Data Aggregation and Publishing Supported
Deployment Management Supported
Drag & Drop Not Supported
Integrations Management Supported
Iteration Management Not Supported
Performance Monitoring Not Supported
Requirements Management Not Supported
Templates Supported
Visual Modeling Not Supported
Web / Mobile App Development Supported
Workflow Management Supported

Spreadsheet Features

Analytics Supported
Audit Trail Not Supported
Calculators Supported
Charting Supported
Multi-User Collaboration Not Supported
Templates Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Not Supported
eCommerce Not Supported
Guided Selling Not Supported
Product Configurator Not Supported
Proposal Generation Not Supported
Quotes / Estimates Supported
Renewal Management Not Supported
Self Service Portal Not Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Not Supported
Collaboration Not Supported
Contact Management Supported
Content Repository Not Supported
Document Management Not Supported
Electronic Signature Not Supported
Knowledge Library Not Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Not Supported
Templates Not Supported
Version Control Not Supported

Quoting Features

Automated Quoting Not Supported
Catalog Management Not Supported
Client Portal Not Supported
Contact Management Supported
Customer Accounts Not Supported
Customizable Branding Not Supported
Discount Management Not Supported
Forms Creation Not Supported
Pricing Management Not Supported
Product Configurator Not Supported
Proposal Management Not Supported

Sales Force Automation Features

Call Management Not Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Not Supported
Field Sales Management Not Supported
Lead Management Not Supported
Opportunity Management Not Supported
Performance Metrics Not Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Not Supported
Territory Management Not Supported

Integrations

Salesforce Supported
Conga CLM Not Supported
Inventor Nastran Supported
MATLAB Supported
Microsoft Dynamics GP Supported
Microsoft Excel Supported
MySQL Supported
R-Studio Supported
Workday Services CPQ Not Supported

Integrations

Salesforce Supported
Conga CLM Supported
Inventor Nastran Not Supported
MATLAB Not Supported
Microsoft Dynamics GP Not Supported
Microsoft Excel Not Supported
MySQL Not Supported
R-Studio Not Supported
Workday Services CPQ Supported
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Claim EASA and update features and information
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