Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
iPE from Twenty5 helps companies using SAP for ERP who work in project-centric industries such as professional services, aerospace & defense, construction or any asset-intensive company, to better cost, plan and price their projects. Fully integration with popular CRM tools such as MS-Dynamics and Salesforce, and with their and SAP's CPQ tools, iPE from Twenty5 converts your companies best practices and library of "done something similar before" project templates into winnable, profitable bids and proposals which you can submit with confidence.
We combine the art of subject matter expertise with the data science of estimating based on prior performance history, cost estimating relationships and parametric estimating, importing your master data such as labor categories and rates from SAP, and products or bills of material from your PLM tool, and exporting the resulting project to SAP project systems, CPM, Primavera or MS-Project
API Access
Has API
No
API Access
Has API
Yes
Integrations
Salesforce
Yes
Conga CLM
Yes
SAP HANA
No
Workday Services CPQ
Yes
Integrations
Salesforce
Yes
Conga CLM
No
SAP HANA
Yes
Workday Services CPQ
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Free Trial. Based on revenue, from $5k per month up
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
Yes
On-Premises
Yes
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
No
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)
No
In Person
Yes
Vendor Details
Company Name
CLD Partners
Country
United States
Website
www.cldpartners.com/solutions/cpq-for-services/
Vendor Details
Company Name
Twenty5
Founded
2017
Country
United States
Website
www.twenty5.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
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
No
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
No
eCommerce
No
Project Management
Agile Methodologies
No
Budget Management
No
Client Portal
No
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
No
Kanban Board
No
Milestone Tracking
Yes
Portfolio Management
Yes
Resource Management
Yes
Time & Expense Tracking
No
Traditional Methodologies
No
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
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
Yes
Version Control
No