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

Build your pricing and statement of work in one simple step. The ScopeStack platform allows you to easily pick and choose features across different technology towers for a simple scoping process. No more long hours behind the computer, managing word templates and editing grammar. The ScopeStack platform automatically builds the scope while you are choosing features and functions. Visually determine which projects are more profitable and use key business metrics to auto approve projects.

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

Professional services, technology services, managed services, cloud services

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

$500 per month
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

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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

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

Company Information

ScopeStack
Founded: 2017
United States
scopestack.io

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise
Scope

Scope

The Virtu Group
eRep

eRep

Revalize

Categories

CPQ Supported
Quoting Supported
RFP Supported

Categories

CPQ Supported
IT Service Supported
Job Costing Supported
RFP Supported
Sales Enablement 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

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

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Not Supported
Product Configurator Supported
Proposal Generation 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 Supported
Contact Management Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Supported
Task Management Not Supported
Templates Supported
Version Control Supported

RFP Features

Bid Management Not Supported
Collaboration Supported
Content Management Supported
Data Import / Export Supported
Due Date Tracking Not Supported
Knowledge Library Supported
Progress Tracking Supported
Requirements Management Supported
RFP Creation Supported
RFP Responding Supported
Task Management Supported
Templates Supported
Vendor Management Not Supported

Document Generation Features

Batch Processing Supported
Collaboration Not Supported
Digital Signature Supported
Interaction Tracking Not Supported
Multiple Output Formats Supported
Templates Supported

IT Project Management Features

Bug Tracking Not Supported
Issue Management Not Supported
Milestone Tracking Not Supported
Percent-Complete Tracking Not Supported
Portfolio Management Not Supported
Prioritization Not Supported
Product Roadmapping Not Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Not Supported
Supports Scrum Not Supported
Task Management Supported
Testing / QA Management Not Supported
Time & Expense Tracking Supported

IT Service Features

Contract Management Not Supported
Incident Management Not Supported
IT Asset Management Not Supported
Knowledge Management Not Supported
Release Management Not Supported
Self Service Portal Not Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Not Supported

Job Costing Features

Bills of Material Not Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Not Supported
Invoice Management Not Supported
Overrun Reporting Not Supported
Percent-Complete Tracking Not Supported
Production Cost Tracking Not Supported
Purchase Order Management Not Supported
Quotes / Estimates Supported
Time Tracking Not Supported
Work Order Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Not Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Not Supported
Lead Management Not Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Integrations

Conga CLM Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Salesforce Supported
Workday Services CPQ Supported

Integrations

Conga CLM Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Salesforce Not Supported
Workday Services CPQ Not Supported
Claim PSQuote and update features and information
Claim PSQuote and update features and information
Claim ScopeStack and update features and information
Claim ScopeStack and update features and information