PSQuote - Professional Services Quoting is the #50 ranked quotes and orders app on Salesforce, with a 4.8 average rating from 4 reviews, as a paid app, as of Sep 12, 2026.
PSQuote - Professional Services Quoting is a Salesforce AppExchange app by CLD Partners. With a rating of 4.8★ from 4 reviews, it currently ranks #50 in the Quotes And Orders category.
AppRanks data: PSQuote - Professional Services Quoting ranks #50 in Quotes And Orders on Salesforce AppExchange, placing it in the top 24% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
PSQuote - Professional Services Quoting is a highly rated Salesforce app with a limited review volume. It is listed in the Quotes And Orders category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 4 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (4.8★) signals consistent merchant satisfaction
- +Published by CLD Partners — established developer track record
Cons
- −Limited review base (4) — ratings can shift significantly with new feedback
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About PSQuote - Professional Services Quoting
How PSQuote - Professional Services Quoting works
PSQuote was designed for professional services organizations based on how most enterprises quote and sell professional services which means you can:
Create a Professional Services Quote in Salesforce from an Opportunity with resource roles, rate cards, task/WBS quoting, gantt, pre-packaged offerings, discounts, support for contractors and more!
Add non-labor materials for quoting managed services, subscriptions and expenses. Create one or more PS Quotes to analyze scenarios and review expected revenue & margin. Quote totals can automatically update the Opportunity amount and/or Salesforce CPQ & RCA (Revenue Cloud Advanced).
Finally, PSQuote can provide the baseline for professional services projects including a seamless Project Sync process into PSA apps.
ADD-ONS NOW AVAILABLE: - Sync to PSA tools like Certinia, Kantata, Rocketlane, Precursive, Cloud Coach & Klient - Sync to Salesforce ARM/CPQ (Revenue Cloud) - Agentforce AI use cases & automation - MCP support for connecting with AI tooling like Claude, Gemini, ChatGPT & more - Automate SOW (Statement of Work) & Proposals with document generation apps like Conga & DocuSign - Import from Excel/CSV & Smartsheet
Key features
- * AI-aided scoping & services CPQ * Built by professional services people -> for professional services reality. * MCP & connectors for AI tooling like Slackbot, Claude, Gemini, ChatGPT, Agentforce & more * Built natively on Salesforce
- * Standardizes how services are quoted across the business * Builds quotes from trusted data, not tribal knowledge * Protects margin with built-in guardrails * Makes every number explainable and auditable * Creates a clean handoff from sales to delivery
- * We'll help you visualize how PSQuote will fit into your organization * Sync to CRM, CPQ/RCA * Sync to PSA (Certinia, Kantata, Cloud Coach, Precursive & more) * Agentforce AI Use Cases & autmation
- * Hit your targets by selling the right services accurately * Ensure the right people get on the right projects * See expected revenue and margin based on resource mix
- * Minimize project issues with accurate up-front estimates * Connect delivery and sales teams * Eliminate the need for offline spreadsheets
- * Add non-labor materials (travel, expenses, subscription) * Track ‘As Delivered’ against ‘As Sold’ to maximize revenue * Increase Services Attach Rate * Fixed Fee Project estimation
- Syncing quotes with PSA gives early visibility to Resource Demand and you can start soft booking resources earlier.
- Centralize Quote & Discount approvals in Salesforce for greater visibility across your organization for quote status, discount approval status, average discount rates.
- Reduce time to SOW for both internal and client facing proposals. Standardize proposal/SOW content for clauses, assumptions specific to product offerings.
Category rankings
As of Sep 12, 2026- Quotes And Orders#50of 214Top 24%
- Document Generation#58of 147Top 40%
- Sales#435of 1,766Top 25%
- Productivity#438of 1,662Top 27%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
PSQuote - Professional Services Quoting ranks for 16 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #1
- Rank #1
- Rank #1
Competitors & alternatives
PSQuote - Professional Services Quoting doesn't have curated competitor matchups yet. Other tracked quotes and orders apps on Salesforce:
Frequently asked questions
What is PSQuote - Professional Services Quoting?
PSQuote - Professional Services Quoting is an app for Salesforce. It currently holds a 4.8-star rating from 4 merchant reviews, and it has been listed on the marketplace since 2021. It is listed under the Quotes And Orders category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by CLD Partners.
Is PSQuote - Professional Services Quoting free?
PSQuote - Professional Services Quoting does not offer a permanent free plan on Salesforce. Pricing starts at paid. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses PSQuote - Professional Services Quoting?
PSQuote - Professional Services Quoting is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Quotes And Orders category on Salesforce.
Where does PSQuote - Professional Services Quoting rank on Salesforce?
PSQuote - Professional Services Quoting currently sits at position #50 in the Quotes And Orders category on Salesforce. That places it in the top 23% of 214 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does PSQuote - Professional Services Quoting integrate with?
PSQuote - Professional Services Quoting lists 4 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Revenue Cloud, Revenue Cloud CPQ, Sales Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.