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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

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

QuotedPart is a cloud-based quoting solution designed specifically for CNC machine and sheet metal job shops. This software allows shops to easily forward RFQ emails, respond to buyer inquiries via a web-based RFQ page, and upload various file formats including STEP, IGES, and PDF. It has the capability to analyze 3D models and extract crucial drawing information such as material specifications, finish types, tolerances, and thread details; additionally, it can make estimates based solely on drawings while outlining any assumptions made. Estimators can customize work centers, set shop rates, choose materials, define operations, and apply markups, all while reviewing adjustable routings, costs, profit margins, lead times, and quantity discounts. The software enables quotes to be presented as branded customer-facing pages or in PDF format, allowing buyers to select quantities and finalize their orders through a purchase order. In addition, QuotedPart facilitates the transfer of estimates, routings, and quotes directly to JobBOSS², and it can export quotes and won orders in CSV or Excel formats for integration with other systems, while also offering an ITAR-compliant vault for managing sensitive part data securely. This comprehensive tool streamlines the quoting process, enhancing efficiency and accuracy for job shops.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Conga CLM Yes 
JobBOSS² No 
Salesforce Yes 
Workday Services CPQ Yes 

Integrations

Conga CLM No 
JobBOSS² Yes 
Salesforce No 
Workday Services CPQ No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$99/shop/month
The founding rate is $99 per month per shop for the first 20 shops that subscribe by October 16, 2026, and remains locked while subscribed. The standard plan is $199 per month per shop. Both include unlimited users and are billed monthly. There is no setup fee or minimum contract, and applicable taxes are extra. The 14-day trial includes all features and requires no credit card.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CLD Partners

Country

United States

Website

www.cldpartners.com/solutions/cpq-for-services/

Vendor Details

Company Name

Helios One

Founded

2026

Country

Finland

Website

quotedpart.com

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management Yes 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management Yes 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

Manufacturing

Accounting Integration No 
ERP No 
MES No 
MRP No 
Maintenance Management No 
Purchase Order Management No 
Quality Management No 
Quotes/Estimates No 
Reporting/Analytics No 
Safety Management No 
Shipping Management No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

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