PSQuote

PSQuote

CLD Partners
+
+

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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.

About

QuoteIQ is the all-in-one CRM built for home service businesses like pressure washing, lawn care, window cleaning, junk removal, and striping. Built by real service business owners, QuoteIQ includes everything needed to run and grow a business—quotes, invoices, customer messaging, employee scheduling, review automation, job tracking, and property measurement using MapMeasure Pro. Features like InstaQuote and InstaSchedule let customers quote and book jobs online instantly. Unlike traditional CRMs, all features are built-in—no third-party apps, no per-user fees, and no hidden add-ons. Whether you’re a solo operator or manage multiple crews, QuoteIQ helps you quote faster, book more jobs, stop undercharging, and grow profitably. Use it to manage your entire business from your phone, tablet, or desktop. Trusted by thousands of contractors and service pros across the U.S. Start using QuoteIQ today at myquoteiq.com.

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

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

Audience

Home service business owners (Solo operators, small teams, and multi-truck service companies)

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

$29.99 per month
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

QuoteIQ
Founded: 2023
United States
myquoteiq.com

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix

Alternatives

VARStreet InstaQuote

VARStreet InstaQuote

VARStreet Inc
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
eRep

eRep

Revalize

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

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

Quoting Features

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

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Integrations

Conga CLM
Salesforce
Workday Services CPQ

Integrations

Conga CLM
Salesforce
Workday Services CPQ
Claim PSQuote and update features and information
Claim PSQuote and update features and information
Claim QuoteIQ and update features and information
Claim QuoteIQ and update features and information