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.
6 plugins · 2 filters applied
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Available
Actuals on Similar Projects
See how similar past projects actually ran, right from the offering you're pricing. Review & Insights -
Available
Change Order Builder
Describe a scope change and get the change order opportunity, quote, and before/after breakdown built in Salesforce. Scoping & Quoting -
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 -
Available
Services Quoting Dashboard in Slack
A services quoting dashboard for Professional Services leaders, built on demand by Slackbot in Slack from your PSQuote data. Review & Insights -
Available
Similar Quote Finder
Paste scoping notes in Slack and see the closest past PSQuotes, then compare, clone, and adapt instead of starting from scratch. Scoping & Quoting
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