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Qvado PSQuote - Professional Services Quoting

AI-aided Scoping & Services Quoting with PSA Project Sync & SOW Doc Gen

Overview

PSQuote is a Salesforce-native quoting platform built specifically for professional services teams. It replaces spreadsheets and one-off estimates with a structured, repeatable way to price work—without slowing teams down.

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See How Qvado PSQuote - Professional Services Quoting Works

  • * AI-aided scoping & services CPQ * Built by professional services people -> for professional services reality. * MCP & connectors for AI tooling like Slackbot, Claude, Gemini, ChatGPT, Agentforce & more * Built natively on Salesforce

  • * Standardizes how services are quoted across the business * Builds quotes from trusted data, not tribal knowledge * Protects margin with built-in guardrails * Makes every number explainable and auditable * Creates a clean handoff from sales to delivery

  • * We'll help you visualize how PSQuote will fit into your organization * Sync to CRM, CPQ/RCA * Sync to PSA (Certinia, Kantata, Cloud Coach, Precursive & more) * Agentforce AI Use Cases & autmation

  • * Hit your targets by selling the right services accurately * Ensure the right people get on the right projects * See expected revenue and margin based on resource mix

  • * Minimize project issues with accurate up-front estimates * Connect delivery and sales teams * Eliminate the need for offline spreadsheets

  • * Add non-labor materials (travel, expenses, subscription) * Track ‘As Delivered’ against ‘As Sold’ to maximize revenue * Increase Services Attach Rate * Fixed Fee Project estimation

  • Syncing quotes with PSA gives early visibility to Resource Demand and you can start soft booking resources earlier.

  • Centralize Quote & Discount approvals in Salesforce for greater visibility across your organization for quote status, discount approval status, average discount rates.

  • Reduce time to SOW for both internal and client facing proposals. Standardize proposal/SOW content for clauses, assumptions specific to product offerings.

PSQuote was designed for professional services organizations based on how most enterprises quote and sell professional services which means you can: Create a Professional Services Quote in Salesforce from an Opportunity with resource roles, rate cards, task/WBS quoting, gantt, pre-packaged offerings, discounts, support for contractors and more! Add non-labor materials for quoting managed services, subscriptions and expenses. Create one or more PS Quotes to analyze scenarios and review expected revenue & margin. Quote totals can automatically update the Opportunity amount and/or Salesforce CPQ & RCA (Revenue Cloud Advanced). Finally, PSQuote can provide the baseline for professional services projects including a seamless Project Sync process into PSA apps. ADD-ONS NOW AVAILABLE: - Sync to PSA tools like Certinia, Kantata, Rocketlane, Precursive, Cloud Coach & Klient - Sync to Salesforce ARM/CPQ (Revenue Cloud) - Agentforce AI use cases & automation - MCP support for connecting with AI tooling like Claude, Gemini, ChatGPT & more - Automate SOW (Statement of Work) & Proposals with document generation apps like Conga & DocuSign - Import from Excel/CSV & Smartsheet

Categories

Business Needs
Sales
Quotes & Orders
Document Generation
Industries
Financial Services
High Tech
Professional Services
Personas
Architect
Consultant
Executive
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Managed Package
Lightning App Builder
Salesforce Mobile

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