Quoting Software

Smart Quotes, with your SOW, Planning and Rate Cards

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 LIVE DEMO

users-love-us-4fca521cb6d80c30d02e3df6bd0013f5395fb3ae22e81b3e3608e258d8feba63 ProjectManagement_MomentumLeader_Leader ProjectManagement_HighPerformer_HighPerformer


"This all in one solution will save us thousands of dollars per year while we still have almost all functionalities we need."

PSOHUB_Callout_19@2x

Quote Management features

dollar-coin

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.

business-trend

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.

hierarchy

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.

corporate-presentation

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.

hierarchy

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.

calendar

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.

Quote Management by PSOhub.
Discover in one fact sheet what PSOhub can do for your organization

PSOHUB_Callout_02@2x

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..  

PSOHUB_Callout_01@2x

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). 

PSOHUB_Callout_14

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.

Trusted by companies in 30+ countries. Want to know why?

users-love-us-4fca521cb6d80c30d02e3df6bd0013f5395fb3ae22e81b3e3608e258d8feba63ProjectManagement_HighPerformer_HighPerformerProjectManagement_MomentumLeader_Leader

  "Excellent Project Management Software"        "Simple and effective"        "Simple, quick, efficient"      "Excellent integrated PSO for HubSpot users"      "All-in-one solution for businesses working with HubSpot"      "The system we've been looking for"      "A vital tool for our business"      "Incredible customer service" 

PSOHUB_G2_reviee@2

PSOhub-Insights. Perfect for your coffee break.

Read all insights →

Top 10 HubSpot Invoicing Integrations: Pros, Cons & More
HubSpot Invoicing

Top 10 HubSpot Invoicing Integrations: Pros, Cons & More

For service businesses in particular, integrating an invoice management solution w…

February 26, 2024 9 min read
Why You Need a 2-Way Sync for HubSpot Project Management
2-Way Sync for HubSpot Project Management

Why You Need a 2-Way Sync for HubSpot Project Management

Teams who are already using the HubSpot platform for sales wonder if they can rema…

February 19, 2024 5 min read
How to Do an Effective Team Performance Review
project management software

How to Do an Effective Team Performance Review

Team performance reviews aren’t exactly the most fun part of being a project manag…

February 15, 2024 11 min read