PSQuote - Professional Services Quoting
Create professional services quotes in Revenue Cloud (CPQ) from Salesforce opportunities with resources, rates, tasks, materials, discounts, and scenarios.
CLD PartnersPaid
Provus OEM Quoting Solution
by Provus IncSalesforcePaid
Automates services and subscription quoting in Salesforce Revenue Cloud with guided selling, document generation, approvals, and scenario analysis.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Automates quoting tasks in Salesforce Revenue Cloud with templates, rules, and AI-based algorithms. It combines subscription and services quoting, creates orders and service order lines, and generates proposals and statements of work from project details, resources, terms, and clauses. The product also provides configurable approvals, scenario analysis, and data connections across CRM, PSA, ERP, and HCM systems.
Key capabilities
from the Salesforce AppExchange listingQuote automation
Automates quoting tasks with templates, rules-based processing, and AI-based algorithms.
Services quoting
Combines subscription and services quotes in Revenue Cloud and creates orders and order lines for services.
Document generation
Generates proposals and statements of work using project, resource, terms, and clause details.
Guided selling
Provides step-by-step selling guidance using AI-based algorithms.
Scenario analysis
Supports what-if scenarios for revenue and gross-margin analysis.
Configurable approvals
Provides configurable approval processes with analysis and comparisons.
System integrations
Connects data points across CRM, PSA, ERP, and HCM systems.
Who it's for
The vendor names sales, presales, solution engineering, delivery, human resources, and finance teams.
How it compares
Provus OEM Quoting Solution combines subscription and services quoting in Salesforce Revenue Cloud, while PSQuote focuses on professional-services quotes from opportunities with resource roles, rate cards, task or WBS quoting, and gantt functionality. Conga Advantage CPQ focuses on configuring complex products and services and producing personalized prices and quotes from product and pricing information. iQ CPQ includes product configuration, guided selling, quote-to-cash, and complex CTO and ETO quoting with multi-level BOMs and real-time costing.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| PSQuote - Professional Services Quoting | Paid | Cloud | |
| Conga Advantage CPQ (Configure Price Quote) | Paid | Cloud |
In the catalog
108 plugins in Revenue Cloud (CPQ) · Sales
Price distribution: 18 free, 16 freemium, 74 paid
Pricing & deployment
Platform
Salesforce
Product
Revenue Cloud (CPQ)
Deployment
Cloud
Pricing
Paid
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What the vendor says
«QUOTE AUTOMATION Automate tedious tasks and use the template library to ensure all the components of your Proposal are present. Our rules-based engine and AI-based algorithms guarantee money isn’t left on the table. We are fully integrated into the Revenue Cloud of Salesforce. MAXIMIZATION OF REVENUE Say goodbye to …»