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PSQuote - Professional Services Quoting
AI-aided Scoping & Services Quoting with PSA Project Sync & SOW Doc Gen
- Industries
- Financial ServicesHigh TechProfessional Services
- Business Need
- SalesQuotes & OrdersDocument Generation
- Requires
- Sales Cloud
- Compatible With
- Sales CloudRevenue CloudRevenue Cloud CPQ
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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudRevenue CloudRevenue Cloud CPQ
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
App Details
- Version
- Professional Service Quote/Winter '26 1.18.0
- Listed On
- 09/01/2021
- Latest Release
- 02/20/2026
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce 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 MoreMultiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyAgentforceMultiple CurrenciesManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 43Custom Tabs: 18Custom Apps: 1
- Lightning Components
- Global: 44App Builder: 1Community Builder: 0
- Languages
- English
Security
Additional Details
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
Need help?
CLD Partners
Front Royal, Virginia USA
Contact your PSQuote Rep or primary point of contact, log case via support portal or visit https://psquote.com/contact/