Create a quote directly from a deal in your CRM
Create a quote directly from a deal in HubSpot or another CRM, with everything synced back to the deal timeline automatically. Or skip the setup: describe the work in plain language or upload a signed agreement, email, or SOW, and the agent drafts the quote for you. You review and send.
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. Or let Agentic AI pick the right template for you, based on what worked on similar projects in the past.
Task board project management
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. Instead of re-entering anything, PSOhub creates the project straight from your quote data, so your team can start tracking time right away. From there, Agentic AI watches the project against that baseline, flagging risk and drafting invoices as milestones are reached.
The quote your Agentic AI can act on.
When scope, rates and capacity live in separate tools, your AI can't see the full picture, which is why most "AI features" just talk. In PSOhub it's all on one platform, so the Agentic AI can act on your quote, not just describe it.
Once a project goes live, the agent takes over the grind: watching budget, flagging risks early, pre-filling timesheets, and drafting invoices for you to approve, all against your original quote.
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.
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