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

vloxq CPQ is a cloud-based Configure, Price, Quote solution designed to automate and streamline complex sales quoting processes so businesses can generate precise, professional proposals quickly while eliminating manual spreadsheets and pricing errors that can cost revenue. It centralizes product catalogs, pricing logic, discount rules, approval workflows, and dynamic quote templates with built-in business rules that ensure accuracy, consistency, and profitability in every quote. It integrates seamlessly with existing CRM systems like HubSpot, Salesforce, Lime, Upsales, and SuperOffice as well as with ERP platforms, syncing data bidirectionally so quotes, deal history, forecasts, and pricing updates flow smoothly across systems without duplicate manual entry. vloxq’s intelligent rules engine supports tailored configurations, cross-sells, upsells, and complex pricing structures while enforcing corporate policies.

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

Sales and revenue teams at mid-sized and complex B2B companies that need an automated platform to generate accurate proposals faster and reduce quoting errors

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

No information available.
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

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
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

vloxq CPQ
Founded: 2020
Sweden
www.vloxq.com

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Categories

Categories

CPQ

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

Quoting Features

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

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

Salesforce
Conga CLM
HubSpot CRM
Lime CRM
SuperOffice CRM
Sweet
Upsales
Workday Services CPQ
webCRM

Integrations

Salesforce
Conga CLM
HubSpot CRM
Lime CRM
SuperOffice CRM
Sweet
Upsales
Workday Services CPQ
webCRM
Claim PSQuote and update features and information
Claim PSQuote and update features and information
Claim vloxq CPQ and update features and information
Claim vloxq CPQ and update features and information