About CLD Partners

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.

```xml <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. </problem> <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. </solution> <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 </features> <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. </target_audience> ```

What does CLD Partners do?

Where is CLD Partners located?

CLD Partners is based in Front Royal, United States.

When was CLD Partners founded?

CLD Partners was founded in 2010.

Location

Front Royal, United States

Founded

2010

Employees

54 employees

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CLD Partners

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Executive Summary

psquote.com 700+

Founded 2010 – Front Royal, United States

Funding

No funding information available.

Team (50+)

No team information available.

Company Description

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.

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

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.