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features
design
support

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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.

Description

The newly revamped Professional Document Analyzer utilizes cutting-edge AI Natural Language Processing (NLP) to improve content evaluation and boost readability. This latest iteration focuses on streamlining the user experience (UX) through a unified user interface (UI), offering improved features for both document creation and management while ensuring greater flexibility and reduced complexity for all users, ranging from casual to expert. It efficiently analyzes your RFPs by identifying crucial terms such as Must, Shall, Will, along with your selected keywords and phrases, and is compatible with six different file formats. Users can effortlessly generate a Compliance Matrix in just two clicks, either in an Excel template or a Microsoft Word document. The Analysis Results panel allows for extensive manipulation of findings, including options to split, combine, annotate, and filter the data. Furthermore, sharing your Compliance Matrix and reports is also a simple process that only requires two clicks. This makes the tool not only powerful but also incredibly user-friendly for all types of document analysis.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Conga CLM Yes 
Salesforce Yes 
Workday Services CPQ Yes 

Integrations

Conga CLM No 
Salesforce No 
Workday Services CPQ No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$166.50 per user per year
Free Trial Yes 
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 No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
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) Yes 
Online Support Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CLD Partners

Country

United States

Website

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

Vendor Details

Company Name

Scion Analytics

Founded

2010

Country

United States

Website

scionanalytics.com

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 

Product Features

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing Yes 
Environmental Compliance Yes 
FDA Compliance Yes 
HIPAA Compliance Yes 
ISO Compliance Yes 
Incident Management Yes 
OSHA Compliance Yes 
Risk Management Yes 
Sarbanes-Oxley Compliance Yes 
Surveys & Feedback Yes 
Version Control No 
Workflow / Process Automation Yes 

Enterprise Content Management (ECM)

Archiving & Retention Yes 
Collaboration Tools Yes 
Content Lifecycle Management No 
Digital Asset Management No 
Document Management Yes 
Electronic Signature No 
Information Governance No 
Mobile Access No 
Search Yes 
Version Control No 
Workflow Management Yes 

Proposal Management

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

RFP

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

Text Mining

Boolean Queries No 
Document Filtering Yes 
Graphical Data Presentation No 
Language Detection No 
Predictive Modeling No 
Sentiment Analysis No 
Summarization Yes 
Tagging Yes 
Taxonomy Classification Yes 
Text Analysis Yes 
Topic Clustering No 

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