We are excited to announce that, as of today, you can leverage our new Quotes module. With our Quotes module you can:
convert a deal in your CRM directly to a quote
quote customers more accurately than ever before
digitalize your signature process in PSOhub
start your project directly from a quote
The PSOhub Quote module can be used as an extension of your favorite CRM or stand-alone.
The difference between CRM Quotes and PSOhub Quotes in a nutshell are:
Team and Rates Cards
All contract types; fixed fee, T&M, installments, recurring for licenses, retainer
Contract / Quote templates
Overall Hour Calculation, Workload Sheet
Detailed Workload per month
Decline quote with comments
Connection to Project execution
Integration with MS Teams
We are also happy to launch the integration with Microsoft Teams.
With this integration, PSOhub will create a Teams Channel for your project. We will add your team members as members in your Teams Channel and send the activities and alerts to Teams.
To integrate PSOhub with Teams, go to the gear icon in the main menu and select Marketplace. You will see a new category for Collaborations:
Click Connect and follow the instructions to complete the integration.
Option to update your deal value with the Quote/Project total value
In the Workload sheet:
the total of planned hours is no longer rounded off
The total value of the planned hours is no longer rounded off
You can also plan hours as a bulk amount in the Total column and then distribute the hours at a later date.