PSQuote 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

PSQuote

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Pricing

Starting at $20.00 per month

About 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...

PSQuote Screenshots

PSQuote Pricing and Plans

Starting price: $20.00 per month

Free Trial

Free Version

Basic

$20.00

per user, per month

No plan information available

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PSQuote Features

Popular features found in Quoting
Automated Quoting
Billing & Invoicing
Customizable Branding
Discount Management
Document Management
Electronic Signature
Pricing Management
Proposal Generation
Third-Party Integrations
More features of PSQuote
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Approval Process Control
Approval Workflow
Audit Trail
Automatic Formatting
Catalog Management
Collaboration Tools
Contact Management
Content Library
Customer History
Customizable Fields
Customizable Reports
Customizable Templates
Data Import/Export
Document Automation
Document Review
Document Storage
Document Templates
Drag & Drop
Estimating
Forecasting
Guided Selling
Multi-Currency
Order Management
Price and Cost Calculations
Price/Margin Management
Pricing and Cost Calculations
Quotes/Estimates
Real-Time Data
Reminders
Renewal Management
Reporting & Statistics
RFP Management
Sales Automation
Task Management
Template Management
Templates
Version Control
Workflow Management