PSQuote

PSQuote

CLD Partners
SAASRAM Suite

SAASRAM Suite

SAASTEPS
+
+

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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

The SAASRAM Suite by SAASTEPS is an all-in-one revenue lifecycle management solution designed to streamline and automate business operations, enhancing growth and profitability. Built natively on the Salesforce platform, it offers a unified data model that eliminates the need for custom code or integrations, ensuring seamless integration with existing CRM and ERP systems. The suite encompasses various components, including eCommerce, payment processing, quoting, subscription management, billing and invoicing, renewals, and revenue recognition. This comprehensive approach enables businesses to attract, retain, and cultivate customer relationships through a standardized 360˚ customer view dashboard. By consolidating billing, renewals, and revenue recognition into a single, synchronized system, SAASRAM empowers teams to collaborate efficiently, automate workflows, and unlock new growth opportunities beyond the initial sale.

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

Companies seeking a tool to optimize their revenue lifecycle management operations

Support

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

Support

Phone Support 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

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

Company Information

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

Company Information

SAASTEPS
Founded: 2021
United States
saasteps.com/saasram-suite/

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix

Alternatives

Nue

Nue

Nue.io
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
eRep

eRep

Revalize
DealHub

DealHub

DealHub.io

Categories

CPQ Supported
Quoting Supported
RFP Supported

Categories

CPQ Supported
Quoting 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

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

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
Salesforce Supported
Workday Services CPQ Supported

Integrations

Conga CLM Not Supported
Salesforce Not Supported
Workday Services CPQ Not Supported
Claim PSQuote and update features and information
Claim PSQuote and update features and information
Claim SAASRAM Suite and update features and information
Claim SAASRAM Suite and update features and information