Create a quote directly from a HubSpot deal
In HubSpot, you can create a quote directly from a deal with PSOhub. All dates, information, and activities are automatically updated on the timeline of the deal in your CRM.
Use Quote contract templates
In PSOhub, the templates for HubSpot quote contracts are just like the ones for your project contracts. You can quickly fill in the basic details and create a precise quote in just a few minutes. Use Quick Start to make it even faster, just like speeding up on a treadmill.
Task board
Make your quoting and budgeting super accurate with a task board built into the system. This board helps figure out all the tasks you need to do for the project. You can then share this task board with your client's quote, showing only the info you want them to see.
Gantt Chart
In PSOhub, when you put information in the task board, it's automatically used to create a helpful Gantt chart. You can easily adjust things with drag-and-drop. Plus, clients can see the project timeline with the budget.
Workload Sheet
The intuitive workload sheet lets you enter all the info you need for a quote and budget. Just fill in details like resources, total hours, and monthly hours. Then, share the info you want in your quote. Clients appreciate the clear and detailed view.
Automatic Project Setup
Your client said yes to the quote and signed it digitally. What happens next? Well, with PSOhub, there's no need to type in everything again. It automatically sets up a project using the details from your quote. Your team can start tracking time and dive into the work right away, with no delays.
Let PSOhub generate, securely send, and keep tabs on your quotes!
Quickly create precise project quotes effortlessly! But that's not all – PSOhub takes it further by generating, sending, and tracking your quotes based on your project details. When the quote gets signed, PSOhub sets up the project automatically and your team can start tracking time right away!
Clients ❤ receiving PSOhub quotes
Clients like to see where, on a detail level, their money is going. Now, you can provide them with additional information using a task board, a Gantt chart, AND a workload sheet. Customers appreciate this in-depth analysis for budget quotes (and you can choose what information to share with them).
Increase your projects profitability
Want to increase the profit margins of your projects? Use PSOhub’s built-in tools like Quotes for HubSpot and get visibility into the profitability of your projects. You can identify chances to increase earnings using actual data.
