PSQuoteCLD Partners
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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
Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn. Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success. Proper scoping leads to better customer engagement. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep. Gone are the days of wasting time manually inputting into complicated spreadsheets to sell professional and managed services. To close more deals than you ever thought possible, you need the power of automation.
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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
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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
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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
Sales teams looking for a platform that streamlines all aspects of the sales process
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCLD Partners
United States
www.cldpartners.com/solutions/cpq-for-services/
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Company InformationWorkRails
Founded: 2016
United States
workrails.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Salesforce
Supported
Conga Billing
Not Supported
Conga CLM
Supported
Docusign
Not Supported
NetSuite
Not Supported
Oracle Cloud CX
Not Supported
Workday Services CPQ
Supported
Zuora
Not Supported
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Integrations
Salesforce
Supported
Conga Billing
Supported
Conga CLM
Not Supported
Docusign
Supported
NetSuite
Supported
Oracle Cloud CX
Supported
Workday Services CPQ
Not Supported
Zuora
Supported
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