Provus Express Quoting
Create professional-services quotes in Salesforce using AI-based scoping, configurable pricing, and branded proposal generation.
Provus IncPaid
Certinia Services Estimator
by CertiniaSalesforcePaid
Estimate services costs, revenue, margins, staffing, and delivery projects in Salesforce.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Certinia Services Estimator creates services estimates from Salesforce opportunities. It models resources, prices, discounts, expenses, and margins, and supports guided scoping and multiple scenarios. Teams can staff estimates by role or resource and plan capacity and future resource levels. Successful bids can be used to create delivery projects, while actual quote performance can feed back into templates through bid-versus-did analytics.
Key capabilities
from the Salesforce AppExchange listingServices estimating
Models resources, prices, discounts, expenses, costs, revenue, and margins for services estimates.
Opportunity-based initiation
Starts services estimates directly from Salesforce opportunities and applies data automatically without duplicate entry.
Guided project scoping
Uses a series of questions to scope projects and produce services estimates.
Resource staffing
Supports staffing estimates by role or resource.
Capacity planning
Plans resource levels and aligns skills with immediate and future service delivery requirements.
Project creation
Creates delivery projects from closed-won opportunities.
Bid performance analysis
Feeds actual quote performance into templates through bid-versus-did analytics.
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«ESTIMATING Balance costs, revenue, and margins to produce commercially attractive services estimates. Model resources, prices, discounts, and expenses to deliver the best result for you and your customer. SPEED, EFFICIENCY, EXPERIENCE Automatically produce services estimates using best-practice templates and previous …»