# PSQuote Reviews
**Vendor:** CLD Partners  
**Category:** [CPQ Software](https://www.g2.com/categories/cpq)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 1
## About PSQuote
PSQuote is a full-featured CPQ for professional services built on the Salesforce platform. With it, you can eliminate spreadsheets, confusion, and disjointed systems. We believe you deserve to spend more time focused on delivery and less time quoting. That’s why we created PSQuote. Professional services organizations can finally get rid of the disjointed system of spreadsheets and manual re-entry into CRM/PSA tools. Too many people still work this way because automated solutions haven’t been available with the features needed for real services quoting. Once you have PSQuote, you can create a quote within Salesforce, build statements of work, plan margin, track sales, and sync to downstream PSA projects. When you can see your projects clearly from pre-sales to billing, you can increase revenue. PSQuote is a robust, unified system to create your professional services quotes, built natively on the Salesforce platform.




## PSQuote Reviews
  ### 1. If you've used Salesforce before, this is kinda "easier" version of it.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 29, 2022

**What do you like best about PSQuote?**

It's literally an easier version of Salesforce "Vanilla" version. If you are familiarized with Salesforce enviroment, you'll be thankfull of discovering this tool.

**What do you dislike about PSQuote?**

Maybe the same things as Salesforce. It is an easier version of the Vanilla version os Salesforce, so if you want to customize it, it's also easier, but talking in a "Salesforce standard" of difficulties.

**What problems is PSQuote solving and how is that benefiting you?**

Is a good choice for campaings, proposals and documents. It's maybe and all-in-one user-friendly version os Vanilla Salesforce. You can also take and track orders with every single detail.



- [View PSQuote pricing details and edition comparison](https://www.g2.com/products/psquote/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-15+07%3A05%3A25+-0500&secure%5Bsession_id%5D=f89be201-68ea-441d-8fc7-a156497649f2&secure%5Btoken%5D=f2d97e209d476deba8dde84fe1adf965bb732b4f7ccaa25c9728ce90a2061800&format=llm_user)

## PSQuote Features
**Configuration - cpq**
- Product Catalog
- Guided Selling
- Configuration Rules
- Price Configuration

**Pricing**
- Pricing Flexibility
- Discounting
- Commerical Rules
- Terms and Conditions
- Approval Workflow

**Quoting**
- Grouping
- Version Control
- Quote Document Generation
- Ordering
- Contracts

**Admin**
- Configuration Ease of Admin
- Pricing Administration
- Workflow Management
- Document Management

**Channels**
- Mobile User Support
- Channel Partner Support

**Platform**
- CRM Integration
- Integration API
- Internationalization
- Scalability
- Reporting and Dashboards
- ERP Integration

**Generative AI - cpq**
- Dynamic Quoting
- Dynamic Pricing
- Personalized Sale Recommendations

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