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Average Ratings 0 Ratings
Description
PSQuote effectively bridges the gap in Configure, Price, Quote (CPQ) processes specifically for services. This solution offers a cohesive approach to quoting professional services, allowing you to focus more on service delivery rather than the quoting process. If your current method relies on spreadsheets for estimates rather than utilizing Salesforce, it can lead to a disjointed experience that separates sales from delivery. Such disconnects often result in revenue leakage, meaning potential profits are lost along the way. Additionally, it complicates the ability to track the alignment between what was sold and what was actually delivered. Recognizing these challenges, we are committed to providing a better solution for your needs. With PSQuote, you can automate and streamline your quoting processes, ensuring accurate estimates and quotes for services. The platform facilitates a smooth transition from sales to delivery, offering a holistic perspective on service operations from the estimation phase all the way through execution. Moreover, it enhances forecasting accuracy and provides valuable inputs for demand planning. By empowering your sales team to quote services in alignment with your delivery methods, PSQuote represents the culmination of extensive experience in developing quoting tools tailored for a variety of clients. Experience the difference with PSQuote and transform how you manage your service quotations.
Description
Proposa transforms the journey from prospect to customer through an intuitive interface that accelerates your workflow, allowing you to create proposals three times faster than before. With intelligent insights that surpass those of traditional applications, you'll find yourself closing deals more effectively. Although the canvas starts as a blank slate, it will quickly fill with your ideas. The design of Proposa is both elegant and user-friendly, ensuring you can focus solely on what is essential. With five versatile building blocks, Proposa opens the door to endless creative possibilities, enabling you to easily incorporate text, multimedia, tables, lists, or slideshows. There's no need to waste time replicating what has already been established; Proposa features a smart templating system that simplifies the process of utilizing and reusing content from your own library. You don't need to possess graphic design skills to craft visually captivating proposals, as Proposa takes care of the design intricacies for you. Just add and arrange your content, and you'll be delighted with the outcomes, just like your prospects will be. Additionally, stay informed about your proposals’ status with real-time notifications that alert you when your prospects view your submissions, ensuring you never miss a moment to engage. This functionality helps you maintain a competitive edge in your outreach efforts.
API Access
Has API
API Access
Has API
Integrations
Conga CLM
Salesforce
Workday Services CPQ
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$25 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CLD Partners
Country
United States
Website
www.cldpartners.com/solutions/cpq-for-services/
Vendor Details
Company Name
Proposa
Founded
2017
Country
United States
Website
getproposa.com
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
RFP
Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
RFP
Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
RFP Creation
RFP Responding
Requirements Management
Task Management
Templates
Vendor Management