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PSQuote Logo

Professional Services Quoting for Salesforce and PSA

Table of Contents

PSQuote - 2026 Pricing, Features, Reviews & Alternatives

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PSQuote overview

What is PSQuote?

PSQuote is a cloud-based services quoting software for PSA and Salesforce that was specifically built for sales teams to be able to quote services based exactly on how they deliver.

The software provides users with the ability to create a Professional Services Quote in Salesforce from an Opportunity. PS Quotes are created using resource roles, delivery schedules, rate cards, packaged offerings, support for contractors, discounts, etc.

There's support for additional non-labor materials for quoting managed services, expenses and subscriptions also. The platform allows uwers to create one or more PS Quotes to analyze scenarios and review expected revenue and margin. Quote totals can automatically inform the Opportunity amount while documents can be generated and attached right on the platform.

Finally, PSQuote can provide the baseline for professional services projects including a seamless Project Sync process into FinancialForce PSA.

Starting price

20per user /
per month

Alternatives

with better value for money

PSQuote’s user interface

Ease of use rating:

PSQuote reviews

Overall rating

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No reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
Rating distribution

5

4

3

2

1

0

0

0

0

0

PSQuote's features

Access controls/permissions
Accounting integration
Activity dashboard
Alerts/Notifications
API
Approval process control
Approval workflow
Audit trail
Automated quoting
Automatic formatting
Catalog management
Collaboration tools
Contact management
Content library
Customer history
Customizable branding
Customizable fields
Customizable reports
Customizable templates
Data import/export
Discount management
Document automation
Document management
Document review
Document storage
Document templates
Drag & drop
Estimating
Forecasting
Guided selling
Multi-Currency
Order management
Price and cost calculations
Price/Margin management
Pricing and cost calculations
Pricing management
Proposal generation
Quotes/Estimates
Real-Time data
Reminders
Renewal management
Reporting & statistics
RFP management
Sales automation
Task management
Template management
Templates
Third-Party integrations
Version control
Workflow management

PSQuote alternatives

PSQuote logo

Starting from

20

/user

Per month

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Free version
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15

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Xero logo
visit website

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25

Per month

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Free version
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PSQuote pricing

Value for money rating:

Starting from

20

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about PSQuote price and value

Value for money rating:

PSQuote support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk

Training options

In Person
Live Online
Documentation
Videos

PSQuote FAQs

Q. What type of pricing plans does PSQuote offer?

PSQuote has the following pricing plans:
Starting from: $20.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of PSQuote?

PSQuote has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does PSQuote support?

PSQuote supports the following languages:
English


Q. Does PSQuote offer an API?

Yes, PSQuote has an API available for use.


Q. What other apps does PSQuote integrate with?

PSQuote integrates with the following applications:
Kantata, Docusign, Conga Contracts, Slack, PSA, Tableau, Docusign CLM, Salesforce CPQ & Billing, Conga Composer, Smartsheet, Microsoft Excel


Q. What level of support does PSQuote offer?

PSQuote offers the following support options:
Email/Help Desk

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