PSQuoteCLD Partners
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WebRateIBQ Systems
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Related Products
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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.
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About
Offer quotes 24/7. Right from your website. Customers love the convenience. You’ll love the time it frees up. Over 350 classcodes for BOP and 40 classcodes for Contractors will receive a real-time rate. The information is sent back to your agency to issue. Easy as that. Add a quote button to your site. Point it at your branded quoting page. You’re done. No IT headaches or web developer hassles. Commercial quotes can be a pain. You spend hours gathering info. Repeatedly enter the same info in carrier websites. Customers visit your website. They click the “Get a Quote” button. It could be Sunday or Tuesday at midnight when you’re not open. They enter their info. Choose the coverages. You both save time and frustration. They get a realtime quote. You get a text or email with the details. Everyone is happy. IBQ Webrate is friendly to your customers and their phones. It’s designed to detect the device and optimize accordingly. There’s no squinting or fat fingering. It’s just easy.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Sales teams searching for a solution to manage their resources and improve their business operations
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Audience
Companies searching for a solution to offer commercial quotes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCLD Partners
United States
www.cldpartners.com/solutions/cpq-for-services/
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Company InformationIBQ Systems
www.ibqsystems.com/commercial-webrate/
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Categories |
Categories |
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Quoting Features
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
CPQ Features
2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
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
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Quoting Features
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
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Integrations
Conga CLM
Salesforce
Workday Services CPQ
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