Plugins
Extend PSQuote to fit how you run services.
Purpose-built add-ons for quoting, forecasting, and delivery all working off the data you already have.
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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. AI & Automation -
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. AI & Automation -
Available
SOW and Proposal Generation
Turn an approved quote into a statement of work or a client-ready proposal deck, without rebuilding either by hand. AI & Automation
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