PSQuote – Features, Pricing & Reviews 2026 | Krowdbase
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PSQuote

Quote professional services in Salesforce using resource roles, rates, schedules, discounts and more. Generate documents & sync to PSA.

What is PSQuote?

PSQuote enables your sales teams to quote services based exactly on how you deliver. Create Professional Services Quotes in Salesforce from an Opportunity using resource roles, rate cards, delivery schedules, packaged offerings, discounts, support for contractors, and more. Includes adding materials and other fixed fee items. Setup billing schedules, create statements of work, plan margin, sync to downstream to PSA projects.

Screenshots

screenshot of PSQuote
screenshot of PSQuote

Video

Features

Contact Management
Customizable Branding
Discount Management
Price and Cost Calculations
Price/Margin Management
Proposal Generation
Quotes/Estimates
Collaboration Tools
Content Library
Document Management
RFP Management
Templates
Workflow Management
Activity Dashboard
Pricing Management
Third-Party Integrations

FAQ

The official website of PSQuote is https://www.cldpartners.com/

Need help choosing this software?

Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.

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Pricing

Starting at:

$20/per month

Free Trial Available

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