Quote module

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

  • Task Board

  • Gantt Chart

  • Overall Hour Calculation, Workload Sheet

  • Detailed Workload per month

  • Digital Signature

  • Version Management

  • Decline quote with comments

  • Connection to Project execution

Related article

Introduction to Quotes

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.

Article to follow soon.

Improvements

  • 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.

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