---
description: Learn more about PSQuote pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: PSQuote Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Quoting Software](/directory/30201/quoting/software) > [PSQuote](/software/1018560/psquote)

# PSQuote

Canonical: https://www.capterra.ca/software/1018560/psquote

> Quote professional services in Salesforce using resource roles, rates, schedules, discounts and more. Generate documents \&amp; sync to PSA.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## Overview

### Who Uses PSQuote?

Enterprises who offers professional services and use the power of the Salesforce platform -- designed to help your teams (sales, services, resource planning, operations and finance) work as one team.

## About the vendor

- **Company**: CLD Partners

## Commercial Context

- **Starting Price**: US$20.00
- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Please contact PSQuote directly for pricing information as we offer two types of licenses.  We currently offer tiered pricing based on user count.
- **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Approval Process Control
- Audit Trail
- Automated Quoting
- Automatic Formatting
- Collaboration Tools
- Contact Management Software
- Content Library
- Customizable Branding
- Discount Management
- Document Management Software
- Estimating
- Guided Selling
- Multi-Currency
- Order Management Software
- Price and Cost Calculations
- Pricing Management
- Proposal Generation
- Quotes/Estimates
- RFP Management
- Reminders
- Templates
- Version Control
- Workflow Management Software

## Integrations (11 total)

- Conga Composer
- Conga Contracts
- Docusign
- Docusign CLM
- Kantata
- Microsoft Excel
- PSA
- Salesforce CPQ & Billing
- Slack
- Smartsheet
- Tableau

## Support Options

- Email/Help Desk

## Category

- [Quoting Software](https://www.capterra.ca/directory/30201/quoting/software)

## Related Categories

- [Quoting Software](https://www.capterra.ca/directory/30201/quoting/software)
- [CPQ Software](https://www.capterra.ca/directory/30904/cpq/software)
- [Proposal Management Software](https://www.capterra.ca/directory/10032/proposal-management/software)

## Alternatives

1. [Docusign](https://www.capterra.ca/software/121506/docusign) — 4.7/5 (9267 reviews)
2. [QuoteWerks](https://www.capterra.ca/software/135691/quotewerks) — 4.6/5 (191 reviews)
3. [PandaDoc](https://www.capterra.ca/software/131735/pandadoc) — 4.5/5 (1243 reviews)
4. [WBudget](https://www.capterra.ca/software/1046400/wbudget) — 4.7/5 (59 reviews)
5. [Proposify](https://www.capterra.ca/software/133332/proposify) — 4.4/5 (298 reviews)

## Links

- [View on Capterra](https://www.capterra.ca/software/1018560/psquote)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/236207/PSQuote/> |
| en-AE | <https://www.capterra.ae/software/1018560/psquote> |
| en-AU | <https://www.capterra.com.au/software/1018560/psquote> |
| en-CA | <https://www.capterra.ca/software/1018560/psquote> |
| en-GB | <https://www.capterra.co.uk/software/1018560/psquote> |
| en-IE | <https://www.capterra.ie/software/1018560/psquote> |
| en-IL | <https://www.capterra.co.il/software/1018560/psquote> |
| en-IN | <https://www.capterra.in/software/1018560/psquote> |
| en-NZ | <https://www.capterra.co.nz/software/1018560/psquote> |
| en-SG | <https://www.capterra.com.sg/software/1018560/psquote> |
| en-ZA | <https://www.capterra.co.za/software/1018560/psquote> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Capterra Canada helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.ca","url":"https://www.capterra.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.ca/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.instagram.com/capterra/","https://www.youtube.com/channel/UCyUw9-HIkKiYcTqcFDUcxPA"]},{"name":"PSQuote","description":"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.\nIncludes adding materials and other fixed fee items. Setup billing schedules, create statements of work, plan margin, sync to downstream to PSA projects.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/030ba70b-1274-45b7-8b83-4fcd509c1262.png","url":"https://www.capterra.ca/software/1018560/psquote","@type":"SoftwareApplication","@id":"https://www.capterra.ca/software/1018560/psquote#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"offers":{"price":"20","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"FAQPage","@id":"https://www.capterra.ca/software/1018560/psquote#faqs","mainEntity":[{"name":"What Is PSQuote?","@type":"Question","acceptedAnswer":{"text":"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.","@type":"Answer"}},{"name":"Who Uses PSQuote?","@type":"Question","acceptedAnswer":{"text":"Enterprises who offers professional services and use the power of the Salesforce platform -- designed to help your teams (sales, services, resource planning, operations and finance) work as one team.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Quoting Software","position":2,"item":"/directory/30201/quoting/software","@type":"ListItem"},{"name":"PSQuote","position":3,"item":"/software/1018560/psquote","@type":"ListItem"}],"@id":"https://www.capterra.ca/software/1018560/psquote#breadcrumblist"}]}
</script>
