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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Elevate your agency's potential with title quotes that drive growth. Elko empowers title agencies by offering a branded portal for title quotes and closing estimates, enabling you to secure more orders effortlessly. This fully customized quoting platform allows your partners to access title quotes, create seller net sheets, and generate buyer estimates around the clock. You can easily provide TRID-compliant title insurance policy quotes from all leading underwriters, ensuring your clients receive the best options available. Orders processed through your Elko portal can seamlessly integrate into any settlement software you prefer, streamlining your workflow. This comprehensive solution ensures a fully branded experience for your real estate and lender partners, enabling them to accurately calculate closing estimates for both buyers and sellers. With Elko, your partners gain access to real-time estimates and quotes from all major title underwriters, giving them the confidence they need to close deals effectively. The ability to provide timely and accurate information is crucial in today's fast-paced market, and Elko is here to support your agency's success.

Description

PSQuote effectively bridges the gap in Configure, Price, Quote (CPQ) processes specifically for services. This solution offers a cohesive approach to quoting professional services, allowing you to focus more on service delivery rather than the quoting process. If your current method relies on spreadsheets for estimates rather than utilizing Salesforce, it can lead to a disjointed experience that separates sales from delivery. Such disconnects often result in revenue leakage, meaning potential profits are lost along the way. Additionally, it complicates the ability to track the alignment between what was sold and what was actually delivered. Recognizing these challenges, we are committed to providing a better solution for your needs. With PSQuote, you can automate and streamline your quoting processes, ensuring accurate estimates and quotes for services. The platform facilitates a smooth transition from sales to delivery, offering a holistic perspective on service operations from the estimation phase all the way through execution. Moreover, it enhances forecasting accuracy and provides valuable inputs for demand planning. By empowering your sales team to quote services in alignment with your delivery methods, PSQuote represents the culmination of extensive experience in developing quoting tools tailored for a variety of clients. Experience the difference with PSQuote and transform how you manage your service quotations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Conga CLM No 
Cyral Yes 
Salesforce No 
Workday Services CPQ No 

Integrations

Conga CLM Yes 
Cyral No 
Salesforce Yes 
Workday Services CPQ Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Elko

Founded

2015

Country

United States

Website

www.useelko.com

Vendor Details

Company Name

CLD Partners

Country

United States

Website

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

Product Features

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM Yes 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing Yes 
Task Management Yes 
Transaction Review Yes 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management Yes 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management Yes 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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