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PSQuote - Professional Services Quoting
AI-aided Scoping & Services Quoting with PSA Project Sync & SOW Doc Gen
Paid
- 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.
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Showing 4 of 4 Reviews
Efficiencies with the Sales to Delivery processes using PSQuote
We completed implementation of PSQuote in May of 2022 and have been extremely happy with this connector as it takes us end to end from Sales/Opportunities to our PSA projects and through to our financial reporting. We have visibility to demand in pipeline with the syncing of resources, gain tremenous efficiencies with the ability to sync to create a project with all the financial records tied to it and then track the Deliverables through to the financials. I would highly recommend PSquote if you are looking for that connection of what your sales team sells to how it is then to be delivered.
PS SOW Generation efficiency and standardization... and its on SFDC!
We're on our 3rd iteration of our SOW generation and quoting experience for services selling team with PSQuote. We have a standard offering library and document template and can be used to easily and quickly create semi-custom SOWs. Billing and revenue language is dynamic based on T&M, FP or hybrid selection. Resource allocation requests flow to the PSA making interaction with Operations and Delivery much smoother. The CLD Partner team are truly partners - they understand the broader picture of our company's goals and help us increase PS Selling process maturity as we continue to scale. Would 10/10 recommend! and happy to talk to anyone considering PSQuote to give you more context
Finally a quoting tool designed for professional services on platform!
The PSQuote tool provides a seamless quoting tool for our professional services business all on the Salesforce platform. It enables us to create quotes from opportunities and interacts with our CLM and PSA solutions. As an added bonus, the PSQ team are top notch and provide not only a robust and mature services quoting solution, but also are highly consultative and not afraid to push you to make good decisions to simplify the quoting process. Check them out!
PSQuote has become the backbone to connecting Sales-Delivery-Finance (end-to-end)
The benefit we have recognized the most is PSQuote becoming the end to end connector. We have now connected our Opportunity detail directly to our Resource Management, Project Creation, and Financial Milestones to measure our business from Opportunity to Revenue to Invoicing. Over time user interface/page lay-out improvements will be helpful as we bring more users to the toolset. Each person has their own preference on visual appearance and PSQuote is working with us to ensure we meet as many needs as possible. I would definitely recommend PSQuote to others. It has been one of the best efficiencies we have introduced to our end-to-end business flow.