PSQuoteCLD Partners
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Related Products
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About
Title quotes that help your agency grow. Elko helps title agencies like you provide branded title quotes and closing estimates to capture more orders. Your fully branded title quoting portal Enable your partners to pull title quotes, put together seller net sheets, buyer estimates, and other closing estimates at any time. Title quotes from all major underwriters Easily provide live TRID-compliant title insurance policy quotes from all major title insurance underwriters. Capture and import orders into the settlement software of your choice Orders captured on your Elko portal can be easily imported into your settlement software system of choice. Fully branded experience for your real estate and lender partners to calculate accurate closing estimates for buyers and sellers. Elko integrates with all major title underwriters to provide your partners with up-to-date real time estimates and quotes.
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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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
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Audience
For title agencies looking for a real estate transaction management software
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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
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationElko
Founded: 2015
United States
www.useelko.com
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Company InformationCLD Partners
United States
www.cldpartners.com/solutions/cpq-for-services/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Real Estate Transaction Management Features
Accounting
Not Supported
Appointment Scheduling
Not Supported
Commission Management
Not Supported
Contract Management
Not Supported
Critical Date Alerts
Not Supported
CRM
Supported
Document Templates
Not Supported
Electronic Signature
Not Supported
File Sharing
Supported
Task Management
Supported
Transaction Review
Supported
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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
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Integrations
Conga CLM
Not Supported
Cyral
Supported
Salesforce
Not Supported
Workday Services CPQ
Not Supported
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Integrations
Conga CLM
Supported
Cyral
Not Supported
Salesforce
Supported
Workday Services CPQ
Supported
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