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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 LightningCAD?

Experience a user-friendly and dynamic design that is accessible directly through your browser. Instantly obtain estimates, parts lists, shopping carts, and files ready for 3D printing. The output you require is at your fingertips. This software is tailored to align with your specific business rules. Your expertise is effectively captured and programmed, enabling your team to concentrate on the more challenging aspects of their tasks while the system handles everything else. There’s no steep learning curve involved; the visual design process is as simple as dragging and dropping. This feature empowers you to delegate control to your sales team, customers, or anyone else you designate. Your engineering resources should be utilized when necessary, not when they are compelled to be. With a cloud-based design platform, LightningCAD systems are straightforward and do not necessitate any installation, fostering collaboration both internally and externally. You can design, share, and create seamlessly. Your personalized system is capable of generating anything from detailed construction blueprints to fully prepared 3D surgical toolkits. Furthermore, it operates swiftly and intuitively, ensuring that it remains automatically updated as you work on new projects. This continual enhancement allows your team to remain agile and responsive to changing demands.

Media

Media

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 Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

RoleModel Software

Company Location

United States

Company Website

lightningcad.com

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

CAD

2 1/2-Axis Milling
2D Drawing
3-Axis Milling
3D Modeling
4-Axis Milling
5-Axis Milling
Civil
Collaboration
Database Connectivity
Design Analysis
Design Export
Document Management
Electrical
Hole Making
Mechanical
Mechatronics
Presentation Tools
Simulate Cycles
Spiral Output
Structural Engineering
Toolpath Simulation
User Defined Cycles

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

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