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Certinia Services Estimator
Quote services faster, sell smarter, optimize delivery from day one.
- Industries
- Professional Services
- Business Need
- Quotes & OrdersProject Management
- Requires
- Platform Cloud
- Compatible With
- Platform Cloud
Services Estimator works with our industry-leading PSA solution to create accurate estimates that are both competitive and profitable—helping you win more business, start projects faster, and run a connected services operation.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Platform Cloud
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Services Estimator/Spring 2025 2025.200.0
- Listed On
- 10/15/2021
- Latest Release
- 03/13/2025
- Supported FeaturesNo 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.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesManaged Package
- 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: 38Custom Tabs: 23Custom Apps: 1
- Lightning Components
- Global: 38App Builder: 0Community Builder: 0
- Languages
- DutchEnglishFrenchGermanDanishItalianJapaneseKoreanSimplified ChineseSpanishSwedish
Security
Additional Details
ESTIMATING Balance costs, revenue, and margins to produce commercially attractive services estimates. Model resources, prices, discounts, and expenses to deliver the best result for you and your customer. SPEED, EFFICIENCY, EXPERIENCE Automatically produce services estimates using best-practice templates and previous estimates to leverage business knowledge. Use guided scoping (scope projects through series of questions) for speed and consistency. RAPID PROCESSES Initiate services estimates directly from an opportunity. Apply critical data automatically without duplication and create projects instantaneously from successful bids. MATCH CAPACITY & DEMAND Ensure delivery capacity to successfully complete the work and proactively plan and forecast resource levels to prepare teams for future demands. CONTINUOUS IMPROVEMENT Feed back actual performance of quotes into your templates, using ‘bid vs did’ analytics, for continuous improvements.
Need help?
Certinia
Austin, TX, United States
Learn more at certinia.com/services/support/.