PSQuote

PSQuote

CLD Partners
QuotedPart

QuotedPart

Helios One
+
+

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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

QuotedPart is cloud-based quoting software for CNC machine and sheet metal job shops. Shops can forward RFQ emails, accept buyer requests through a web RFQ page, and upload STEP, IGES, and PDF files. The software measures 3D models and extracts drawing details such as material, finish, tolerances, and threads; it can also estimate from a drawing alone and list its assumptions. Estimators configure work centers, shop rates, materials, operations, and markups, then review editable routings, costs, margins, lead times, and quantity breaks. Quotes can be shared as branded customer pages or PDFs, where buyers select quantities and accept with a purchase order. QuotedPart also transfers estimates, routings, and quotes to JobBOSS², exports quotes and won orders as CSV or Excel for other systems, and provides an ITAR vault for controlled part data.

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

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

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

Audience

Owners and estimators at 1–50-person CNC machine shops and sheet metal job shops that quote from drawings every day.

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$99/shop/month
The founding rate is $99 per month per shop for the first 20 shops that subscribe by October 16, 2026, and remains locked while subscribed. The standard plan is $199 per month per shop. Both include unlimited users and are billed monthly. There is no setup fee or minimum contract, and applicable taxes are extra. The 14-day trial includes all features and requires no credit card.
Free Version Not Supported
Free Trial Supported

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 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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

Helios One
Founded: 2026
Finland
quotedpart.com

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix

Alternatives

No Alternatives
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
eRep

eRep

Revalize

Categories

CPQ Supported
Quoting Supported
RFP Supported

Categories

Manufacturing Supported
Quoting 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

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

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

Conga CLM Supported
JobBOSS² Not Supported
Salesforce Supported
Workday Services CPQ Supported

Integrations

Conga CLM Not Supported
JobBOSS² Supported
Salesforce Not Supported
Workday Services CPQ Not Supported
Claim PSQuote and update features and information
Claim PSQuote and update features and information
Claim QuotedPart and update features and information
Claim QuotedPart and update features and information