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What is PSQuote?

PSQuote seamlessly addresses the challenges present in Configure, Price, Quote (CPQ) processes specifically designed for service offerings. This innovative solution provides an integrated framework for quoting professional services, enabling you to prioritize service delivery over the complexities of the quoting process. Relying on spreadsheets for estimates instead of leveraging Salesforce can create a fragmented experience, causing a divide between sales and service delivery. Such disconnections frequently lead to revenue loss, where potential gains slip away unnoticed. Furthermore, this approach complicates tracking the consistency between what has been sold and what is ultimately delivered to clients. Acknowledging these issues, we are dedicated to offering a more effective solution tailored to your requirements. With PSQuote, you can automate and enhance your quoting workflows, ensuring precise estimates and quotes for services. The platform ensures a seamless transition from the sales phase to service delivery, providing a comprehensive view of operations from initial estimation to final execution. Additionally, it improves forecasting accuracy and supplies critical insights for demand planning. By equipping your sales team to generate service quotes that align with your delivery processes, PSQuote embodies years of expertise in creating customized quoting tools for a diverse clientele. Embrace the transformation in how you handle service quotations with PSQuote, and witness a significant enhancement in your operational efficiency and revenue management. With our solution, your business can achieve a level of coherence that was previously elusive, ultimately driving growth and customer satisfaction.

What is Asytra Quote?

Asytra Quote revolutionizes the quoting workflow for machining shops by converting cumbersome and unreliable manual calculations into swift, automated cost assessments for CNC machining, based on 3D CAD input. Estimators can conveniently upload STEP or IGES files, which allows the system to identify machinable elements, recommend suitable milling or turning processes, and generate quotes tailored to the shop's unique machine rates, materials, and desired profit margins. This innovative solution comes in two formats that leverage the same analytical foundation. The Quote Dashboard, available for $129 per month, is tailored for in-house estimators who can upload parts, assess cost and routing options, create multi-part quotes, and generate customer-friendly exportable PDFs or Excel files. Conversely, the Quote Widget, priced at $299 per month, seamlessly integrates with the shop's website, permitting visitors to upload files, select materials and quantities, and receive immediate preliminary pricing without the delays associated with traditional email responses. This cutting-edge system not only enhances the quoting process but also ensures that each lead is accompanied by the CAD file, estimate, and contact details, facilitating efficient follow-up and enhancing the overall customer experience. Ultimately, adopting Asytra Quote can significantly boost productivity and improve service delivery in machining operations.

Media

Media

No images available

Integrations Supported

Conga CLM
Salesforce
Workday Services CPQ

Integrations Supported

Conga CLM
Salesforce
Workday Services CPQ

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

$129/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CLD Partners

Company Location

United States

Company Website

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

Company Facts

Organization Name

Asytra

Date Founded

2023

Company Location

Hong Kong

Company Website

www.asytra.com/quote/

Categories and 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

Categories and Features

CNC

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

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