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- Qvado Forecasting
On the recordRead 3 Oct 202613 facts
Qvado Forecasting
Plans and prices
Full
Priced on request
Includes View/Approve features · Create and edit quotes · Configure offerings, roles, rates and materials · Salesforce Sales Cloud License required separately
Read 3 Oct 2026 · qvado.ai
View/Approve
Priced on request
View quotes and details · Approve quotes · View task quoting, WBS and Gantt · Salesforce Platform License required separately
Read 3 Oct 2026 · qvado.ai
On the record
- AI tools
- The homepage says Claude, Slackbot, Co-Pilot, ChatGPT, Agentforce, MCP and other leading AI tools work with Qvado on quoting and delivery data.qvado.ai · read 3 Oct 2026
- Document generation
- PSQuote includes basic Word document generation; the maker says third-party tools such as Conga, DocuSign or S-Docs are needed for more polished formatting or other formats such as Excel or PowerPoint.qvado.ai · read 3 Oct 2026
- Forecast features
- Forecasting supports baseline and version comparisons, what-if scenarios, review and submission workflows, customizable time periods, tiered forecasts and multiple currencies.qvado.ai · read 3 Oct 2026
- Forecast inputs
- Revenue Forecasting forecasts revenue, cash and cost from quote, opportunity, order and project data in Salesforce.qvado.ai · read 3 Oct 2026
- Forecast interface
- The forecasting interface includes an editable grid and drag-to-edit line charts, and is compatible with Salesforce Agentforce.qvado.ai · read 3 Oct 2026
- Integrations
- The maker lists sync or integration with Certinia PSA, Mavenlink (now part of Kantata), DocuSign, Conga, Salesforce CPQ, Salesforce RCA and Microsoft Excel.qvado.ai · read 3 Oct 2026
- Intended users
- The maker identifies sales, services, resource planning, operations and finance teams at organizations that offer professional services and use Salesforce as intended users.qvado.ai · read 3 Oct 2026
- Platform requirement
- PSQuote is a native Salesforce app installed in a Salesforce environment, and the maker says Salesforce CPQ is not required.qvado.ai · read 3 Oct 2026
- Pricing limits
- The plans page provides no listed prices and says to contact the company about tiered or volume pricing; Salesforce licenses are purchased separately.qvado.ai · read 3 Oct 2026
- Product
- Qvado describes itself as a Salesforce-native platform that standardizes quoting and forecasting with AI for services leaders.qvado.ai · read 3 Oct 2026
- Quote capabilities
- Quotes can combine time-and-materials and fixed-fee work, and include non-labor materials and billing milestones.qvado.ai · read 3 Oct 2026
- Quote methods
- PSQuote supports Level of Effort, bottom-up, and task-and-phase methods for estimating services.qvado.ai · read 3 Oct 2026
- Support
- Both listed license types include access to a support portal, and the FAQ says training is available for system administrators and end users.qvado.ai · read 3 Oct 2026