# 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 --- # 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. [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 Includes Free Version 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. [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting Price $20 Per User, Per Month Starting Price $78 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (95) Value For Money 0.0 (0) Value For Money 4.6 (80) Customer Service 0.0 (0) Customer Service 4.6 (90) ## 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 Highest Rated [4.8 (136)](https://www.capterra.com/p/131897/Quotient/reviews/) Starting price $28.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (1,254)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [DealHub](https://www.capterra.com/p/172031/Dealhub/) [4.7 (95)](https://www.capterra.com/p/172031/Dealhub/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/172031/Dealhub/) ## FAQs about PSQuote Overview ### What company size and specific industries is PSQuote built for? PSQuote is designed for enterprise professional services organizations that use Salesforce to connect sales, services, resource planning, operations, and finance teams. It is best suited to larger services firms rather than small businesses, especially companies that need these functions to work together in one system. 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, product catalog and catalog management, approval workflow, document automation, version control, reporting, and third-party integrations for sales and project management. Integrations ### Which third-party tools and platforms does PSQuote integrate with? PSQuote integrates with 10 third-party tools and platforms, including Salesforce CPQ & Billing, DocuSign, DocuSign CLM, Conga Composer, Conga Contracts, FinancialForce ERP, Kantata, Microsoft Excel, Slack, Smartsheet, and Tableau. These integrations cover quoting, contract management, ERP, collaboration, and reporting. 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 and live online formats support guided setup, while documentation and videos offer written and visual reference material for self-paced learning and feature review. Getting Started and Support ### What customer support options does PSQuote offer? PSQuote provides Email/Help Desk support for customer questions and issue resolution. No reviewer feedback about support quality is available in the catalog data, so user experience details such as response speed or helpfulness cannot be assessed from the provided information. ## 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 AI models, 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.