PSQuote

PSQuote

CLD Partners
PSQuote Solidify

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PSQuote:

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.
Solidify:

About

Solidify is an eCommerce and Configure-Price-Quote solutions that help manufacturers succeed in today’s competitive environment. With their intuitive Sales Portal, organizations can create an elegant Product Catalog and Product Configurator to give users access to their accounts anytime, anywhere. Easily check inventory, pricing, order status and even reorder, without having to check in with customer service or the sales team. In addition, Solidify can eliminate up to 85% of manual order processing – cutting customer service costs. Plus, it talks to back-end legacy/ERP systems to process all sales transactions.
PSQuote:

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
Solidify:

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
PSQuote:

Audience

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

Audience

B2B manufacturers that are at an Enterprise level operation, with more than $1M in sales.
PSQuote:

Support

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

Support

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

API

Offers API Not Supported
Solidify:

API

Offers API Not Supported
PSQuote:

Screenshots and Videos

Solidify:

Screenshots and Videos

PSQuote:

Pricing

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

Pricing

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

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
Solidify:

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
PSQuote:

Training

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

Training

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

Company Information

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

Company Information

Solidify
Founded: 1998
United States
www.solidifycorp.com
PSQuote:

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix
Solidify:

Alternatives

PSQuote:
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
4.5 out of 5 stars
Solidify:
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
PSQuote:
eRep

eRep

Revalize
Solidify:
Onsight

Onsight

Maxxor Business Solutions
PSQuote:
Solidify:
FPX

FPX

Revalize
PSQuote:
Jetbuilt

Jetbuilt

1.0 out of 5 stars
Solidify:
Oracle CPQ

Oracle CPQ

Oracle
PSQuote:

Categories

CPQ Supported
Quoting Supported
RFP Supported
Solidify:

Categories

Catalog Management Supported
CPQ Supported
eCommerce Supported
Order Management Supported
Quoting Supported
PSQuote:

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
Solidify:

CPQ Features

2D Drawing Supported
3D Modeling Supported
Approval Workflow Supported
eCommerce Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Supported

Quoting Features

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

Catalog Management Features

Catalog Creation Not Supported
Content Library Not Supported
Content Management Not Supported
Cross Selling Functionality Not Supported
Custom Product Attributes Not Supported
Customizable Catalogs Not Supported
Desktop Publishing Not Supported
Pricing Management Not Supported
Product Comparison Not Supported
Search Not Supported

Order Management Features

Back Order Management Supported
Catalog Management Supported
Inventory Management Supported
Order Entry Supported
Order Fulfillment Supported
Order Tracking Supported
Recurring Orders Supported
Returns Management Supported
Shipping Management Supported
Special Order Management Supported

eCommerce Features

Catalog Management Supported
Channel Management Not Supported
CRM Supported
Customer Accounts Not Supported
Data Security Supported
Email Marketing Not Supported
Inventory Management Supported
Kitting Supported
Loyalty Program Not Supported
Mobile Access Supported
Multi-Store Management Not Supported
Order Management Supported
Product Configurator Supported
Promotions Management Not Supported
Returns Management Not Supported
Reviews Management Supported
SEO Management Supported
Shopping Cart Supported
Templates Supported
PSQuote:

Integrations

Salesforce Supported
Conga CLM Supported
SoluLab Not Supported
Workday Services CPQ Supported
Solidify:

Integrations

Salesforce Supported
Conga CLM Not Supported
SoluLab Supported
Workday Services CPQ Not Supported
PSQuote:
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Claim PSQuote and update features and information
Solidify:
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