---
description: Review of PSQuote Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: PSQuote | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Proposal Management Software](/directory/4252/proposal-management/software) > [PSQuote](/software/323968/psquote)

# PSQuote

Canonical: https://www.softwareadvice.co.uk/software/323968/psquote

> PSQuote allows users to create professional services quotes in Salesforce directly based on resource roles, rates along with materials and other fixed fee items. Setup billing schedules, create statements of work, track sales, plan margin, and sync to downstream PSA projects.

BUILT ON SALESFORCE  |  DESIGNED FOR PROFESSIONAL SERVICES
The software can create PS Quotes from the opportunity; Build user's estimates using resource rates and roles, packaged offerings, define schedules, add non-labor materials (travel, expenses, subscription),and more.

IMPROVE FORECASTING |  INCREASE REVENUE
Helps improve capacity planning by defining scheduled hours across the engagement timeline. Minimizes project issues with accurate up-front estimates.

TRACK EVERYTHING IN ONE PLACE 
Delivery and sales teams work in the same system (eliminating need for offline spreadsheets). Generates documents with templates for statement of work, proposals, etc using information from the Quote and PS Quote.

PSQuote provides the ability to create a Professional Services Quote in Salesforce from an Opportunity.  PS Quotes are created using rate cards, packaged offerings, resource roles, delivery schedules, support for contractors, discounts etc.  

Support for additional non-labor materials for quoting managed services, subscriptions and expenses is also provided.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: CLD Partners

## Commercial Context

- **Starting Price**: US$20.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Please contact PSQuote directly for pricing information as we offer two types of licenses.  We currently offer tiered pricing based on user count.
- **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Audit Trail
- Automated Quoting
- Automatic Formatting
- Catalog Management
- Collaboration Tools
- Contact Management
- Content Library
- Customer History
- Customisable Branding
- Customisable Reports
- Customisable Templates
- Customizable Fields
- Data Import/Export

## Integrations (11 total)

- Conga Composer
- Conga Contracts
- Docusign
- Docusign CLM
- Kantata
- Microsoft Excel
- PSA
- Salesforce CPQ & Billing
- Slack
- Smartsheet
- Tableau

## Support Options

- Email/Help Desk

## Category

- [Proposal Management Software](https://www.softwareadvice.co.uk/directory/4252/proposal-management/software)

## Related Categories

- [Proposal Management Software](https://www.softwareadvice.co.uk/directory/4252/proposal-management/software)
- [CPQ Software](https://www.softwareadvice.co.uk/directory/4407/cpq/software)
- [Quoting Software](https://www.softwareadvice.co.uk/directory/3570/quoting/software)

## Alternatives

1. [Docusign](https://www.softwareadvice.co.uk/software/367901/docusign) — 4.7/5 (9267 reviews)
2. [QuoteWerks](https://www.softwareadvice.co.uk/software/63241/quotewerks) — 4.6/5 (191 reviews)
3. [WBudget](https://www.softwareadvice.co.uk/software/425565/wbudget) — 4.7/5 (59 reviews)
4. [PandaDoc](https://www.softwareadvice.co.uk/software/144409/pandadoc) — 4.5/5 (1243 reviews)
5. [Responsive](https://www.softwareadvice.co.uk/software/425174/Responsive) — 4.6/5 (172 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/323968/psquote)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/cpq/psquote-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/323968/psquote> |
| en-GB | <https://www.softwareadvice.co.uk/software/323968/psquote> |
| en-IE | <https://www.softwareadvice.ie/software/323968/psquote> |
| en-NZ | <https://www.softwareadvice.co.nz/software/323968/psquote> |

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