Services Quoting Dashboard in Slack
A services quoting dashboard for Professional Services leaders, built on demand by Slackbot in Slack from your PSQuote data.
Overview
Professional Services leaders need to see what is being quoted, but quoting visibility usually means opening Salesforce and building a report.
Ask Slackbot and it builds a services quoting dashboard right in Slack, using Salesforce’s new Slackforce Surfaces. Because PSQuote is native to Salesforce, your quote data is already there. There is no integration to build and no export to keep current.
Every new Slackbot and Slackforce capability works with PSQuote data the day it ships. Dashboards, reports, and decks, on demand, without leaving the conversation.
Key capabilities
- Services quoting dashboard built by Slackbot inside Slack
- Built on Salesforce’s Slackforce Surfaces
- Uses PSQuote data already in Salesforce, no integration required
- Ask follow-up questions about the data in Slack
- No report building required
Related plugins
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Available
Executive Summary for Quote
Turn a finished quote into a one-page executive summary, with margin, contingency, and phasing risks flagged before it goes to review. Review & Insights -
Available
Note to Quote
Paste meeting or discovery notes and get a structured Salesforce quote back — built from live org data, not a blank template. Scoping & Quoting
See Services Quoting Dashboard in Slack on your own data.
A personalized tour, not a sales pitch.