Accelerators

PSQuote

PSQuote is a services CPQ built on Salesforce that supports quoting using resource roles, rates, materials, and fixed fee items. Set up billing schedules, create statements of work (SOWs), plan margin, track sales, and sync to Sales Cloud/CPQ & PSA projects (available on the Salesforce app exchange).

PSQuote at a glance

PSQuote enables professional services organizations to:

  1. Automate and streamline your quoting process
  2. Accurately estimate services
  3. Automate the sales-to-delivery handoff
  4. Improve the collaboration between Sales, Delivery, and Resource Management with a single source of truth for quotes, and pipeline demand planning
  5. Get more granular forecasting and demand planning
  6. Spend more time focused on delivery and less time quoting

Anyone who offers professional services and uses the power of the Salesforce platform:

  • Sales teams responsible for selling, quoting, and SOW/proposal generation
  • Services teams responsible for estimating, SOW/proposals, and delivery of professional services
  • Resource planning teams responsible for staffing and capacity planning
  • Operations teams responsible for setting up projects and order management
  • Finance teams responsible for forecasting, margin analysis, and ensuring billing and rev rec variables flow from quote to project

If you’ve been searching for a CPQ for professional services, this tool is for you.

PSQuote is licensed on a per user / per month basis and is meant to be flexible and affordable. Contact us to discuss pricing and other license options.

Features
  • Add pre-packaged templates of hours and roles so your sales and delivery teams don’t have to start quoting from scratch or create a custom scope 
  • Adjust hours and roles by week or date range for granular demand forecasting
  • Quickly clone quotes to create new versions that are all tied to the same Opportunity in Salesforce, so you can see changes over time
  • Apply discounts and adjust pricing; see margin at a glance
  • Add materials (expenses, fixed cost, products)
  • Define your fixed fee billing schedule on your quote
  • Generate content for SOWs and proposals 
  • Create approval processes around quotes and/or quote documents (SOWs/proposals) for pricing/discounting and scope
  • Sync to Salesforce Opportunity and/or Opportunity line items
  • Sync with FinancialForce PSA projects and resource requests
  • Sync with Salesforce CPQ
Technical Requirements

PSQuote is a Salesforce Platform Package – so all you need is Salesforce. More specifically you need:

  • Access to Salesforce Sales Cloud (the #1 CRM Platform)
  • One of these editions of SFDC*:
    • Enterprise
    • Unlimited
    • Developer
  • Lightning Experience
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