Qvado PSQuote

Highlights

• * AI-aided scoping & services CPQ * Built by professional services people -> for professional services reality. * MCP & connectors for AI tooling like Slackbot, Claude, Gemini, ChatGPT, Agentforce & more * Built natively on Salesforce
• * Standardizes how services are quoted across the business * Builds quotes from trusted data, not tribal knowledge * Protects margin with built-in guardrails * Makes every number explainable and auditable * Creates a clean handoff from sales to delivery
• * We'll help you visualize how PSQuote will fit into your organization * Sync to CRM, CPQ/RCA * Sync to PSA (Certinia, Kantata, Cloud Coach, Precursive & more) * Agentforce AI Use Cases & autmation
• * Hit your targets by selling the right services accurately * Ensure the right people get on the right projects * See expected revenue and margin based on resource mix
• * Minimize project issues with accurate up-front estimates * Connect delivery and sales teams * Eliminate the need for offline spreadsheets
• * Add non-labor materials (travel, expenses, subscription) * Track ‘As Delivered’ against ‘As Sold’ to maximize revenue * Increase Services Attach Rate * Fixed Fee Project estimation
• Syncing quotes with PSA gives early visibility to Resource Demand and you can start soft booking resources earlier.
• Centralize Quote & Discount approvals in Salesforce for greater visibility across your organization for quote status, discount approval status, average discount rates.
• Reduce time to SOW for both internal and client facing proposals. Standardize proposal/SOW content for clauses, assumptions specific to product offerings.