Create a quote directly from a deal in your CRM
Whether you’re using HubSpot or another popular CRM, 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.
Quote contract templates
In PSOhub, the quote contract templates used are the same as your project contract templates. Easily plug in basic information to create an accurate quote in minutes. Use Quick Start to go even faster, like you would on a treadmill.
Task board
Quote and budget more accurately than ever before with a built-in task board to determine the activities needed to complete the project. This task board can then be published to your client’s quote, only displaying the information you select.
Gantt Chart
PSOhub will automatically take the information you enter in the task board and put it into a handy Gantt chart. Drag-and-drop functionality lets you fine tune, while clients can see exactly what the project timeline looks like as it relates to the budget.
Workload Sheet
PSOhub’s intuitive workload sheet helps you input all the necessary data to generate a quote and a budget. Simply plug in your resources, total hours, and hours per month, and again, publish the info you want to your quote. Clients love the next-level transparency.
Automatic Project Setup
Your client has signed and approved the quote. Now what? Instead of re-entering any information, PSOhub automatically creates a project with the data provided in your Quote. Your team can immediately start tracking time and get to work on services, with no hiccups.
Let PSOhub create, securely send, and track your quotes!
Easily generate accurate project quotes in a snap! It doesn’t stop there– From your project details, PSOhub will create, send, and even track the status of your quotes. Once signed, PSOhub automatically sets up a project. Your team can then start tracking time immediately...
Clients ❤ getting Quotes by PSOhub!
Clients want to know where their money is going. You can now offer them more details in a task board, a Gantt chart, AND a workload sheet. Customers love this level of analysis for budget quotes (and you only select what you want them to see).
Increase the profitability of your projects
Want to increase your project profit margins? Use PSOhub’s built-in tools like Quotes to measure the profitability of your projects. You can then pinpoint opportunities to earn more based on real data.
What Organizational Behavior Models Work Best for Projects?
As project managers, we all know that hitting deadlines and staying on budget are …
What Are the Best AI Time Tracking Tools & How Do They Work?
Artificial intelligence has taken the project management world by storm. Project m…
Why Should You Use a Client Portal for Project Management?
SUMMARY: Client portals give your customers a window into the status of the projec…