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

Tidy3 is a modular, cloud-based business management platform built specifically for small and medium-sized enterprises, designed to replace spreadsheets and fragmented tools with a connected system that streamlines operations across sales, inventory, and customer management. It provides a suite of core products, including CRM, Quote, Commerce, Catalog, Stock, and Work, that can be used individually or combined to create a complete, unified workflow tailored to each business. It centralizes customer data, communications, product information, pricing, and inventory into one system, enabling full visibility of the customer journey, simplified lead tracking, and consistent pipeline reporting. It allows teams to generate accurate quotes quickly, manage complex product configurations, and consolidate orders, pricing structures, and customer records into a single interface.

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

Small and mid-sized businesses that want to replace spreadsheets with a modular system to manage sales, inventory, and operations more efficiently in one connected platform

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

$19 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 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
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

Tidy3
Founded: 2010
New Zealand
tidy3.com

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise
Tall Emu CRM

Tall Emu CRM

Tall Emu
eRep

eRep

Revalize
eRep

eRep

Revalize
TurboQuote

TurboQuote

TurboDocx

Categories

Categories

CPQ Features

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

Quoting Features

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

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

Integrations

Conga CLM
Salesforce
Workday Services CPQ
Xero

Integrations

Conga CLM
Salesforce
Workday Services CPQ
Xero
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