Audience
Sales teams searching for a solution to manage their resources and improve their business operations
About PSQuote
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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Integrations
Company Information
CLD Partners
United States
www.cldpartners.com/solutions/cpq-for-services/
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online
PSQuote Frequently Asked Questions
PSQuote Product Features
CPQ
Quotes / Estimates
Supported
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Not Supported
Guided Selling
Not Supported
Product Configurator
Not Supported
Proposal Generation
Not Supported
Renewal Management
Not Supported
Self Service Portal
Not Supported
eCommerce
Not Supported
Proposal Management
Contact Management
Supported
Automatic Formatting
Not Supported
Calendar Management
Not Supported
Collaboration
Not Supported
Content Repository
Not Supported
Document Management
Not Supported
Electronic Signature
Not Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
RFP Management
Not Supported
Requirements Management
Not Supported
Revision Management
Not Supported
Task Management
Not Supported
Templates
Not Supported
Version Control
Not Supported
Quoting
Contact Management
Supported
Automated Quoting
Not Supported
Catalog Management
Not Supported
Client Portal
Not 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
Contact Management
Supported
Call Management
Not Supported
Campaign Management
Not Supported
Channel Management
Not Supported
Commission Management
Not 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
