--- title: "PSQuote Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about PSQuote Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/236207/PSQuote/" page_type: "product" language: "en" --- # PSQuote Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 Free version not included 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://www.g2.com/products/psquote/claim_requests/new?auto=true) ## PSQuote Overview Updated September 2026 AI summary PSQuote supports businesses of all sizes in managing proposals and quotes with features spanning proposal generation, document automation, workflow management, and approval controls. Designed for cloud or web-based deployment, it offers customizable templates, collaboration tools, audit trails, and integration options, making it suitable for organizations seeking structured processes in proposal management, CPQ, and quoting environments. ## 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 (1,260)](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 (9,484) Value For Money 0.0 (0) Value For Money 4.3 (5,929) Customer Service 0.0 (0) Customer Service 4.3 (5,620) ## PSQuote alternatives [Docusign](https://www.capterra.com/p/121506/Docusign/) [4.7 (9,492)](https://www.capterra.com/p/121506/Docusign/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/121506/Docusign/) [WBudget](https://www.capterra.com/p/10007297/WBudget/) [4.7 (59)](https://www.capterra.com/p/10007297/WBudget/reviews/) Starting price $30.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10007297/WBudget/) [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) [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 [Learn More](https://www.capterra.com/p/135691/QuoteWerks/) Highest Rated [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) [4.8 (167)](https://www.capterra.com/p/153794/Better-Proposals/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153794/Better-Proposals/) ## FAQs about PSQuote Overview ### What company size and specific industries is PSQuote built for? PSQuote is designed for enterprises that provide professional services and use Salesforce to connect sales, services, resource planning, operations, and finance teams. It is best suited to larger service-based organizations that need a shared system for quote management and cross-department coordination. Features and Usability ### What are the key features of PSQuote? PSQuote offers automated quoting, quotes and estimates, proposal generation, and RFP creation and responding. It also includes pricing and cost calculations, discount management, multi-currency support, approval workflow, document automation, product catalog management, and reporting features such as activity dashboards, pipeline reports, and real-time reporting. Integrations ### Which third-party tools and platforms does PSQuote integrate with? PSQuote integrates with Conga Composer, Conga Contracts, DocuSign, DocuSign CLM, Kantata, Microsoft Excel, Salesforce CPQ & Billing, Slack, Smartsheet, Tableau, and PSA. These catalog integrations cover document generation, contract management, CRM and billing, collaboration, reporting, and project operations. Getting Started and Support ### What training and onboarding options does PSQuote offer? PSQuote provides in person training, live online sessions, documentation, and videos to help teams get started. In person training supports direct instruction, live online sessions allow guided remote setup, documentation offers written reference material, and videos provide self-paced learning resources. Getting Started and Support ### What customer support options does PSQuote offer? PSQuote provides Email/Help Desk support for customer questions and issue resolution. ## Features AI summary Based on 1,471 Proposal Management reviews Capterra data shows that buyers of proposal management software rank the following features as their top priorities: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) PSQuote supports all three features that reviewers rate as most important: **Proposal Generation**, **Quotes/Estimates**, and **Customizable Templates**. Together, these capabilities help businesses create proposals faster, produce accurate pricing documents, and tailor content to different clients, allowing teams to respond more quickly and present more consistent, professional proposals. 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 51 features ### All Features - 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 - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Automatic Formatting: Automatically formats data in a predetermined way - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Management: Manage, organize, and store contact information - Content Library: Centralized repository to store content and assets - Customer History: Access previous interactions or concerns to maintain customer relationships - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Estimating: Estimate expected cost based on various factors before a project begins - Forecasting: Form predictions based on past and present data/trends - Guided Selling: A process designed for sellers to guide them through the entire selling process - Multi-Currency: Manage and handle various international currencies - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Product Catalog: Present a catalog of inventory that customers can view - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - RFP Management: Manage and process incoming documents detailing requests for proposals - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: 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. 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