Average Ratings 0 Ratings
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
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
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
Alternatives
Alternatives
No Alternatives