# PSQuote Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about PSQuote Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more.

Source: https://www.capterra.com/p/236207/PSQuote

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# 

 PSQuote Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/)

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

PSQuote

## What is PSQuote?

PSQuote enables your sales teams to quote services based exactly on how you deliver. Create Professional Services Quotes in Salesforce from an Opportunity using resource roles, rate cards, delivery schedules, packaged offerings, discounts, support for contractors, and more. Includes adding materials and other fixed fee items. Setup billing schedules, create statements of work, plan margin, sync to downstream to PSA projects.

## What is PSQuote used for?

[CPQ](https://www.capterra.com/cpq-software/)[Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$20

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for PSQuote?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.cldpartners.com/&name=PSQuote)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### PSQuote

0.0

VS.

[4.5 (1,246)](https://www.capterra.com/p/131735/PandaDoc/reviews/)

Starting Price

$20

Per User, Per Month

Starting Price

$19

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.4 (1,230)

Value For Money

0.0 (0)

Value For Money

4.2 (959)

Customer Service

0.0 (0)

Customer Service

4.3 (940)

## PSQuote alternatives

[4.6 (21)](https://www.capterra.com/p/160099/KBMax-3D-CPQ/reviews/)

Starting price

$150.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/)

Starting price

$78.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.4 (299)](https://www.capterra.com/p/133332/Proposify/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

Highest Rated

[4.8 (21)](https://www.capterra.com/p/119222/iQuote-Xpress/reviews/)

Starting price

$39.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Accounting Integration

Integrate with a third-party accounting system

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

PSQuote 50 features

Define levels of authorization for access to specific files or systems

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Route documents and other data through one or more stakeholders for review and approval

A record of all activities within the system, including user access, changes made, etc.

Generate rule-based quotes for clients automatically

Automatically formats data in a predetermined way

Create and manage digital catalog of products/services with their details, specifications, and price

Provides a channel for team members to share media files, communicate, and work together

Manage, organize, and store contact information

Centralized repository to store content and assets

Access previous interactions or concerns to maintain customer relationships

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Track products that are for sale at a reduced price or part of coupon promotions

Automated or logic-based workflows that assist in the creation of electronic documents

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Assemble applications and processes by dragging over and arranging pre-built components

Estimate expected cost based on various factors before a project begins

Form predictions based on past and present data/trends

A process designed for sellers to guide them through the entire selling process

Manage and handle various international currencies

Manage and track customer orders for goods, investments, or any other purchases

Calculate rule-based prices for a product/service

Track and manage the profit margin between the cost of a product and its selling price.

Calculate rule-based prices for a product/service

Tool used to determine accurate pricing and product eligibility for borrowers

Create proposals based on costs of labor and materials

Generate quotes or estimates for customers

Receive data and information in real time

Timed notification for any upcoming task, deadline, appointment, or activity

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage and process incoming documents detailing requests for proposals

Automate processes to manage leads, contacts, opportunities and sales activities

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

Sample files or documents that could be customized as needed or used as is

Set up connections to third-party platforms to improve business processes

Track revisions and updates made to files and navigate between different versions

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

## Pricing

Free Trial

Basic

$20.00

Per User,Per Month

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

Smartsheet](https://www.capterra.com/p/79104/Smartsheet/)[

Tableau](https://www.capterra.com/p/208764/Tableau/)[

Kantata](https://www.capterra.com/p/110832/kantata/)[

Docusign CLM](https://www.capterra.com/p/119589/DocusignCLM/)[

Conga Composer](https://www.capterra.com/p/228164/Conga-Document-Generation/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

## Top-rated software of 2026

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)