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ease
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design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

User-friendly, dynamic design delivered via a browser. Instant access to estimates, parts lists, shopping carts and 3D-printer ready files. You can get the output you need. The software is built around your business rules. Your expertise is extracted and coded so that your team can focus on the most difficult parts of their jobs while the system does the rest. There is no learning curve. Visual design is as easy as drag-and-drop places control. This allows you to give control to your sales team, customer, or anyone else you choose. Your engineers should be used when they are needed, not when they are forced to. Cloud-based design for your team. LightningCAD systems are easy to use and don't require installation. This allows for collaboration within your organization as well as beyond. You can design, share, and create without any hiccups. Your custom system can produce everything you need, from construction blueprints to ready-to print 3D surgical toolkits. Your custom system works quickly, intuitively, as well as being automatically updated as you create.

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 
Salesforce No 
Workday Services CPQ No 

Integrations

Conga CLM Yes 
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 No 
iPad App No 
Android App No 
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 No 
Live Training (Online) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

RoleModel Software

Founded

1997

Country

United States

Website

lightningcad.com

Vendor Details

Company Name

CLD Partners

Country

United States

Website

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

Product Features

CAD

2 1/2-Axis Milling No 
2D Drawing No 
3-Axis Milling No 
3D Modeling No 
4-Axis Milling No 
5-Axis Milling No 
Civil No 
Collaboration No 
Database Connectivity No 
Design Analysis No 
Design Export No 
Document Management No 
Electrical No 
Hole Making No 
Mechanical No 
Mechatronics No 
Presentation Tools No 
Simulate Cycles No 
Spiral Output No 
Structural Engineering No 
Toolpath Simulation No 
User Defined Cycles No 

CPQ

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

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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