PSQuote
- Company typePrivate
- Founded2022
- HeadquartersFront Royal, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
PSQuote firmographics
Firmographics- Name
- PSQuote
- Legal name
- CLD Partners, LLC
- Website
- https://psquote.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where PSQuote is headquartered
LocationHeadquarters
- HQ city
- Front Royal
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
PSQuote business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Subscription Licensing: PSQuote is licensed on a per user/per month basis with two license types available. Enterprise SaaS subscription model with monthly or annual billing options. Implementation and customization services provided separately by certified partners.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Two license types designed to support the dynamic nature of quoting services and collaboration between sales, services, and operations/finance team members. |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels8 records
PSQuote product offering
Product offeringCore offering
PSQuote is a Salesforce-native professional services CPQ (Configure, Price, Quote) platform that lets services organizations estimate work using resource roles, rates, materials, and fixed-fee items, build quotes, and generate Statements of Work. The platform provides three estimation methods (task-based, LOE schedule, and bottoms-up), AI-assisted scoping through Scope Items and the Scope Assistant, automated document generation, real-time revenue forecasting, and bidirectional integration with PSA tools such as Kantata, OpenAir, and FinancialForce for downstream project creation and resource scheduling.
Product overview
PSQuote is a single, unified professional services CPQ platform built natively on Salesforce. The core product is PSQuote itself, which handles intelligent services quoting, estimation, and SOW generation. It integrates with the broader Salesforce ecosystem (Salesforce CRM, Salesforce CPQ, Salesforce RCA/Revenue Cloud) and professional services automation tools (Certinia PSA, Mavenlink/Kantata). Revenue Forecasting is offered as a key capability within the platform. PSForecast appears as a separate revenue forecasting module documented in the help center. The Hubbl-PSQuote Integration enables specialized org audit-to-SOW workflows for Salesforce consulting firms. The platform offers three quoting methods: task-based, LOE (Level of Effort) schedule, and templates/packaged services.
Differentiator
Problem solved
Functional benefit
Products and services
- PSQuote Salesforce-native professional services CPQ platform for estimating, quoting, and SOW generation; sold per user per month to professional services organizations running on Salesforce.
- PSForecast Revenue and resource forecasting add-on for PSQuote that provides real-time, opportunity-driven forecasts of services revenue, resource utilization, and capacity; priced per additional seat beyond the core PSQuote subscription.
Quantifiable outcome
- Professional services firms can recover $7.5-12.5 million annually through improved forecasting accuracy.
- +3 more outcomes
Companies that use PSQuote
Customer profileNamed customers15 records
Segments5 records
Ideal customer profiles1 record
PSQuote technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration9 records
AI capability6 records
Feature9 records
PSQuote partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and flagship.
- Hubbl TechnologiescoreHubbl Technologies and PSQuote integrated their platforms to enable Salesforce consulting firms to convert Hubbl Org Intelligence findings (user stories, complexity, and risks) directly into Scope, Quotes and Statements of Work in PSQuote. The collaboration aims to improve proposal speed, estimate accuracy, and delivery quality by automating SOW creation based on real organizational data.
- SolvitcoreSolvit is a PSQuote implementation partner with 23 years of Salesforce experience and 9 years specializing in PSA/PPM/Project Management implementations. They help clients maximize their Salesforce investment and have hundreds of long-term clients who trust them for PSA rollouts.
- CLD PartnersflagshipCLD Partners is the original creator of PSQuote and a leading Salesforce certified integrator with 15 years of experience implementing quote-to-cash solutions. They implement PSQuote along with other Salesforce & PSA apps (Certinia, Conga, Asperato, CRM, Salesforce Flow, Apex, Integrations) for complete end-to-end solutions.
- CertiniacorePSQuote integrates with Certinia PSA for automated project creation, resource request synchronization, and revenue forecasting. The integration enables services organizations to automate project setup from quotes and gain earlier visibility into resource demand.
- CongacorePSQuote integrates with Conga for enhanced document generation capabilities. While PSQuote includes basic Word document generation, Conga provides more polished/formatted document outputs for proposals, SOWs, and contracts.
- SalesforceflagshipPSQuote is a native Salesforce app and Salesforce ISV partner. Built on the Salesforce platform, it runs within customer Salesforce orgs and integrates natively with Salesforce CRM, Salesforce CPQ, Salesforce RCA (Revenue Cloud), and leverages Salesforce Agentforce AI capabilities.
Scale indicators3 records
Recent moves7 records
Expansion highlights5 records
PSQuote competitors and assessment
Company assessmentDirect peers
- Conga (formerly Apttus): Conga is a long-standing Salesforce-native CPQ, document generation, and revenue lifecycle platform. It directly overlaps with PSQuote in CPQ, SOW/proposal automation, and Salesforce CPQ/RCA integration, and is one of the most established competitors in the AppExchange CPQ category.
- Certinia (formerly FinancialForce): Certinia is a Salesforce-native PSA and services ERP platform that, like PSQuote, targets professional services organizations. PSQuote integrates with Certinia PSA today, but Certinia also offers quoting and revenue management features, positioning it as an adjacent and partially competing vendor.
- Kantata (formerly Mavenlink): Kantata is a leading PSA platform serving professional services firms with resource planning, project management, and financials. PSQuote integrates with Kantata for PSA sync, and Kantata overlaps with PSQuote in resource demand visibility and services workflow automation.
- DealHub: DealHub is a CPQ and sales engagement platform with quote configuration, proposal automation, and revenue forecasting capabilities. It competes with PSQuote in the broader CPQ and services quoting category, particularly for organizations seeking quote automation.
- Tacton: Tacton is a CPQ vendor specializing in configuration-driven quoting for complex products and services. It competes with PSQuote in the CPQ category, though Tacton's strength is in manufacturing/industrial CPQ rather than services-specific quoting.
Broad incumbents
- Salesforce CPQ & Revenue Cloud (RCA): Salesforce's first-party CPQ and Revenue Cloud Advanced offerings serve the same quote-to-cash workflow as PSQuote on the Salesforce platform. As Salesforce's preferred CPQ, it represents the most direct platform-level competitive threat and a potential substitute for PSQuote.
- Zuora Billing: Zuora is a subscription billing and revenue platform that touches the quote-to-cash workflow downstream of PSQuote. While not a direct CPQ competitor, it is a relevant adjacent platform for services and subscription-based revenue recognition.
Emerging players
- Logik.io: Logik.io is an AI-native CPQ platform targeting complex product and services configuration. Like PSQuote, it emphasizes modern architecture and AI-driven quoting, and is positioned as a next-generation alternative to legacy CPQ incumbents.
Regional players
- ConnectWise Sell (formerly Quosal): ConnectWise Sell is a CPQ tool built for IT services providers, MSPs, and technology solution providers. It overlaps with PSQuote in services quoting and proposal generation for services organizations, primarily serving the IT channel.
Others
- Hubbl Technologies: Hubbl is an AppExchange intelligence platform that maps Salesforce org complexity into user stories and risk insights, and it is now a strategic integration partner of PSQuote. It is not a direct competitor but a complementary ecosystem participant feeding upstream scoping data into PSQuote SOWs.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Customer concentration
PSQuote social profiles
Digital presencePSQuote financial estimates
Financial estimateRevenue estimate
Valuation estimate
PSQuote leadership team
Management profileNumber of profiles
Profiles3 records
PSQuote funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
PSQuote M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about PSQuote
What does PSQuote do?
PSQuote is a Salesforce-native professional services CPQ (Configure, Price, Quote) platform that lets services organizations estimate work using resource roles, rates, materials, and fixed-fee items, build quotes, and generate Statements of Work. The platform provides three estimation methods (task-based, LOE schedule, and bottoms-up), AI-assisted scoping through Scope Items and the Scope Assistant, automated document generation, real-time revenue forecasting, and bidirectional integration with PSA tools such as Kantata, OpenAir, and FinancialForce for downstream project creation and resource scheduling.
Is PSQuote a public or private company?
PSQuote is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was PSQuote founded?
PSQuote was founded in 2022. It employs 1 to 10 people.
Where is PSQuote based?
PSQuote is headquartered in Front Royal, United States, in the North America region.
How does PSQuote make money?
One revenue line is on record: subscription Licensing.
Who are PSQuote's main competitors?
Direct peers on record are Conga (formerly Apttus), Certinia (formerly FinancialForce), Kantata (formerly Mavenlink), DealHub and Tacton. Broad incumbents are Salesforce CPQ & Revenue Cloud (RCA) and Zuora Billing. Logik.io is listed as an emerging player. ConnectWise Sell (formerly Quosal) is listed as a regional player. Hubbl Technologies is listed as an others.
Does PSQuote have an API?
No public API is recorded for PSQuote.