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Smart Quotes

Profitable quotes that become projects

Price every project with confidence, straight from your CRM deal. The margin is clear from the first draft and your team picks up exactly what was sold. Nothing to retype, and no surprises when you invoice.

Then Agentic AI checks the work against the quote, so you spot drift while there's still time to fix it.

Book a discovery call Give it a try

Rated by services teams on G2

  • G2 Momentum Leader, Professional Services Automation
  • G2 High Performer, Project Cost Management
  • G2 Best Estimated ROI, Mid-Market
Want a closer look? ·
“The fact that quoting, project management, and billing are all handled within the same application is a great way to streamline the process. It’s also much more cost-effective to have everything under the same roof, rather than paying for different apps to cover all of these things.”
Thijmen, Bluebump
The Problem

The deal is won.
The margin starts to slip.

Your quote sets the margin for the whole project. When it's disconnected from the rest of your operations, every gap between what was sold and what gets delivered comes out of that margin.

  • Fixed-fee margins leak

    If a quote isn't based on the real hours and costs, the price is a guess. When the work takes longer, the extra comes out of your margin.

  • Everything gets re-entered

    Copying the signed scope into a project by hand takes time, and details get lost along the way.

  • Billing terms get lost after the sale

    When installments and retainer terms are agreed in the deal but not set up in the system, invoices go out late or wrong.

Features

Smart Quotes features

  • quote from crm deal

    Quotes From Your CRM Deal

    Start the quote from your HubSpot deal, or a Salesforce or Dynamics 365 opportunity, so it picks up exactly where the sale left off.

  • quote contract templates

    Quote Contract Templates

    Build every quote from your own contract, plan and budget templates. Each proposal is set up the same way, so quoting doesn't depend on one person.

  • business-trend

    Estimated Profitability

    See the margin on every line before you send. If a line doesn’t pay, fix it while it’s still a draft, then compare the estimate with actual hours and costs once the work starts.

  • billing set up

    Billing Set Up Before Signing

    Set installments, retainer dates and billing for each line right on the quote. When the client signs, invoicing follows exactly what they agreed to, so finance doesn’t have to piece it together later.

  • automatic project creation

    Automatic Project Creation

    When your client signs, PSOhub creates the project with the contract, budget, team and tasks already in place. Your team can start right away.

  • audit trail

    Audit Trail of What Was Agreed

    Every signed quote is locked, with a record of who signed and when. Finance can trace each invoice back to the scope and rates the client accepted.

How It Works

From won deal to running project, step by step

Four steps take you from the deal in your CRM to a signed quote, with the margin checked along the way. Once your client signs, the project is ready and your team can start right away.

  1. Step 1

    Start the quote from the deal.

    Start from the deal in HubSpot or your other CRM, and the customer details come with it. Your templates then set up the contract, plan and budget, so every quote starts with the same structure.

    What you do

    • Select the deal from HubSpot, or the opportunity from Salesforce, Dynamics 365 or Pipedrive
    • Choose the contract, task and/or budget templates
    • Set the business unit, currency, start date and team

    What you get

    Every quote starts with the same structure, and the customer details come straight from the deal.

    • Quote from the deal
    • Templates
  2. Step 2

    Price it and check the margin.

    Agree how each part of the work will be billed and plan the effort behind it. PSOhub shows what every line will earn, so a thin margin gets fixed while the quote is still a draft.

    What you do

    • Choose how each line is billed, including installments and retainers
    • Plan the hours each role will spend

    What you get

    You only send quotes you know will pay off.

    • Billing per contract line
    • Margin check
  3. Step 3

    Send it and get it signed.

    Show your client exactly how the work will run, from the team to the timeline. They sign in their browser, so the deal doesn’t wait on paperwork.

    What you do

    • Add appendices: team and rates, plan, timeline, budget planning and files
    • Share a link your clients can sign online, or a PDF when a portal needs one
    • Get notified when the client signs or declines, with their reason

    What you get

    Your client signs online, so the deal doesn’t wait on paperwork.

    • Digital signature
    • Notifications
  4. Step 4

    Start delivering exactly what was signed.

    There’s nothing left to set up. Everything you agreed with the client is already in the project, so your team picks up exactly where sales left off.

    What you do

    • Get your team logging time from day one
    • Compare estimated and actual profitability as the work moves
    • Let Agentic AI flag work that drifts from the quote

    What you get

    Delivery starts with what was sold, and the margin stays in view until the last invoice.

    • Budget vs plan vs actuals
    • Backlog of unassigned work
Agentic AI

One source of truth,
Agentic AI that quotes from it

Because quotes, projects, hours and invoices share one data model, AI can compare what you sold with what you delivered, so every new quote builds on real numbers, not guesswork.

  • search-ai

    Agentic AI Insights: Learn from every deal you’ve sold.

    Ask in plain language with Claude or ChatGPT which deals were really profitable, how actual hours compared with what was sold, or what’s open for a client before you meet them. Get the answer as a chart, table or summary.

  • lightbulb-ai

    Agentic AI Actions: From prompt to draft quote.

    Ask Agentic AI to draft a quote or SOW from a short prompt, or to plan the project once the deal is won, using the hours that were sold and proposing people who have room. You review every step and approve it before anything goes ahead.

Seamless CRM Integration

Quotes that start where your deals live

PSOhub connects to HubSpot, Salesforce, Microsoft Dynamics 365 and Pipedrive so every quote starts from the deal your sales team is already working on. The pipeline, the quote and the project all stay tied to the same customer.

  • Quote straight from the deal

    Pick any deal or opportunity from your CRM and build the quote on it. The company and contact come with it.

  • Several quotes per deal

    Offer a scoped option next to the full proposal, or a new version after the scope changes. Every quote stays linked to the same deal, so the full history sits in one place.

  • The right entity, every time

    Assign each quote to the right business unit when you create it. HubSpot users running several organizations can also share one connection across all of them.

The result of quoting this way

Projects that start the day the deal is signed, and margins you can see before you commit to them.

-43%

project overrun at top-performing firms. Quotes built from your own templates and real rates set a budget the project can actually hold.

25%

higher bid win rate. Clear, consistent quotes with the plan and price laid out make it easier for clients to say yes.

Zero

lines are retyped between the signed quote and the project. Contract lines, billing terms, and budget carry straight into the project the moment the client signs.

Connects to the rest of your stack

Start quotes from deals in CRMs such as HubSpot, Salesforce and Microsoft Dynamics 365. Once the client signs, the project and its invoices flow on to your accounting software. PSOhub also connects to your AI assistant and collaboration tools, and an open API covers everything else.

See all integrations
Google
Pipedrive
sap-white-50px
Microsoft Dynamics 365
Salesforce
Claude
Xero
QuickBooks
Exact
ChatGPT
Microsoft Teams
HubSpot
FAQ

Frequently asked questions about smart quoting

Do we have to replace our CRM or accounting software?

No. Your CRM keeps the pipeline and your accounting software keeps the books. PSOhub sits in between and runs the quote, the project and the billing, connected to both.

Does the quote update if the deal changes in our CRM?
No. The quote takes its details from the deal when you create it. If the deal changes later, you update the quote yourself, so it only changes when you decide it should. 

Can we use our own terms and conditions?
 Yes. Set your default terms and footer text once, and they appear on every quote you publish. 

What happens if a quote expires before the client signs?
Revoke it, set a new expiry date and publish it again. Nothing needs to be rebuilt. 

Who in our team can create and send quotes?

Anyone with Admin, Controller, Project Manager or Sales Rep access. Your client only sees a read-only version.

Can we report on quote profitability in our own BI tool?

Yes. Quote profitability data is available through an OData feed, so you can pull it into Power BI or another reporting tool.

Can we see it working with our own projects first?

Yes. After a discovery call, we set up PSOhub with your real projects and data, so you can see how your quotes would work before you commit.