Quoting Software

Create accurate quotes with real data and share with your clients in a snap.

Quote customers more accurately than ever before with just a few clicks. Convert a deal directly to a quote, be transparent to your client and digitalize your signature process. Once the quote is signed, BOOM. You can start your project. 

Give it a free try! Book a demo

PSOhub Quoting Software features

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. One click of the Quote button is all it takes to get started! All dates, information, and activities are automatically updated on the timeline of the deal in your CRM.  

Quote-PSOhub

Watch online demo →

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.

 

Watch online demo →

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.  

 

Watch online demo →

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.  

 

Watch online demo →

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.  

 

Watch online demo →

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.  

 

Watch online demo →

More reasons to love PSOhub

ProjectManagement_BreakDownTheWall_person

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..  

TimeExpense_Management_ResourceDashboard_person_2

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). 

Consulting_TrackLogTimeAutomatically

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.

shutterstock_1664224369-1

Try PSOhub today.
No strings attached.

Check Circle icon No creditcard   Check Circle icon Easy setup   Check Circle icon 30-day trial

GIVE IT A FREE TRY

PSOhub insights. Perfect for your coffee break. 

Do small teams need professional service automation?
HubSpot app

Do small teams need professional service automation?

November 25, 2022 5 min read
Quick Guide to Salesforce PSA
HubSpot app

Quick Guide to Salesforce PSA

November 15, 2022 4 min read
Choosing the Right HubSpot App for Project Management
HubSpot app

Choosing the Right HubSpot App for Project Management

November 7, 2022 3 min read