PSQuote is a native Salesforce application that automates services quoting and proposal generation, integrating with CRM and PSA tools. By streamlining the scoping and SOW process, PSQuote helps professional services organizations increase revenue, improve resource utilization, and accelerate project delivery.
Funding
Funding not disclosed
Founders
Product
Problem
Professional services organizations often struggle with inefficient and error-prone quoting processes, relying on spreadsheets and disparate systems. This leads to time-consuming manual effort, inconsistent pricing, and a lack of visibility into resource demands, ultimately impacting revenue and project delivery.
Solution
PSQuote is a native Salesforce application designed to automate and streamline services quoting and proposal generation. By integrating with CRM and PSA tools, PSQuote enables teams to create accurate quotes in minutes, forecast revenue across the pipeline, and accelerate resource request creation. The platform offers flexible quoting options, including task-based, level of effort (LOE) schedule, and template-based approaches, allowing organizations to standardize their sales process, increase delivery margins, and improve capacity planning. PSQuote facilitates better collaboration between sales, services, and finance teams, ensuring data consistency and transparency throughout the quoting lifecycle.
Target Audience
PSQuote targets professional services organizations of all sizes that use Salesforce and need to streamline their quoting process, improve revenue forecasting, and optimize resource utilization.
Features
- Offers three quoting methods: task-based, LOE schedule, and templates/packaged services
- Integrates with any PSA for early visibility into resource demands
- Syncs quotes with Salesforce Opportunities or Salesforce CPQ
- Integrates with document generation tools like Conga and DocuSign for faster creation of SOWs and proposals
- Supports hybrid billing models, including time and materials, fixed fee, or a combination
- Includes non-labor materials quoting for travel, subscriptions, and third-party costs
- Provides labor scheduling by role, linked to Opportunity, Account, and Quote
- Offers tailored approval routing based on business rules such as quote amount or margin percentage
- Enables comparison of "As Sold" data with "As Delivered" data for revenue leakage analysis and margin optimization
- Supports Excel import for easier transition from spreadsheets