PSQuote

PSQuote

CLD Partners
+
+

Related Products

  • P3Source
    16 Ratings
    Visit Website
  • AI Docs
    15 Ratings
    Visit Website
  • Odoo
    1,624 Ratings
    Visit Website
  • Rev.io PSA
    45 Ratings
    Visit Website
  • Pylon
    33 Ratings
    Visit Website
  • HR Partner
    176 Ratings
    Visit Website
  • WinMan ERP
    27 Ratings
    Visit Website
  • InterProse ACE
    147 Ratings
    Visit Website
  • Dronedesk
    364 Ratings
    Visit Website
  • Collect!
    76 Ratings
    Visit Website

About

The Quotation Management System is an easy-to-use and flexible application that allows a company to create, submit and track quotes and invoices. The Quotation Management System is an open-source web-based application. It can be downloaded as a Windows installer executable which makes the installation a very simple task. Manage all of your quotation records in one user-friendly system as well as maintain the necessary standards for tracking. Generate an automatic quotation in a PDF format using custom-designed PDF Forms. Support simple web-based document management functionality. Modify the attached documents preserving their history. Lock/unlock documents etc. Reporting. On-demand reporting provides compliance and audit information, along with granular views of your records management environment. Includes excellent reports and charts for any type of revenue analysis.

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 of all sizes seeking a solution to manage their quotation processes

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

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

Review this Software

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

KE MethodosIT
Founded: 2004
Cyprus
www.methodosit.com.cy/products/sqm.html

Company Information

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

Alternatives

EngQuote

EngQuote

Domex Technical Information

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
VARStreet InstaQuote

VARStreet InstaQuote

VARStreet Inc
eRep

eRep

Revalize
Qmaze

Qmaze

Quadriceps Products

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

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
Salesforce
Workday Services CPQ

Integrations

Conga CLM
Salesforce
Workday Services CPQ
Claim MethodosIT Quotation Management System and update features and information
Claim MethodosIT Quotation Management System and update features and information
Claim PSQuote and update features and information
Claim PSQuote and update features and information