PSQuote

PSQuote

CLD Partners
+
+

Related Products

  • Intellimas
    30 Ratings
    Visit Website
  • Odoo
    1,694 Ratings
    Visit Website
  • Martus
    160 Ratings
    Visit Website
  • Retool
    584 Ratings
    Visit Website
  • MobiOffice
    14,822 Ratings
    Visit Website
  • Expedience Software
    34 Ratings
    Visit Website
  • 3D Cloud
    42 Ratings
    Visit Website
  • Creatio
    570 Ratings
    Visit Website
  • D&B Finance Analytics
    798 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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
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

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
Free Trial

Pricing

No information available.
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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

Categories

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

Quoting Features

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

Low-Code Development Features

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Spreadsheet Features

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

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

Quoting Features

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

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

Salesforce
Conga CLM
Inventor Nastran
MATLAB
Microsoft Dynamics GP
Microsoft Excel
MySQL
R-Studio
Workday Services CPQ

Integrations

Salesforce
Conga CLM
Inventor Nastran
MATLAB
Microsoft Dynamics GP
Microsoft Excel
MySQL
R-Studio
Workday Services CPQ
Claim EASA and update features and information
Claim EASA and update features and information
Claim PSQuote and update features and information
Claim PSQuote and update features and information