Produce the most compelling and accurate estimates, faster.

Discover a services estimation solution built native to Salesforce that brings together all the information you need to produce the best estimates for your customer.

Estimating engine

Strike the perfect balance of costs, revenue, and margins to produce winning estimates and achieve your profitability targets. Model changes to your resources—roles, seniority, partners—as well as prices, discounts, and expenses.

Knowledge base

Create faster, higher-quality estimates by using best-practice templates and previous estimates. Produce repeatable, efficient estimates that fully leverage your business knowledge.

Seamless processes

Automated estimating, without errors or time delays. Apply critical data automatically without duplication for cleaner, fully connected data. Create projects instantaneously from successful bids.

Built-in planning

Ensure that you have the delivery capacity to successfully complete the work. Prepare your services delivery teams for future demands with proactive resource planning. Accurately forecast revenue and margin from estimate to delivery.

Accuracy

By managing approvals, you can ensure compliance with business rules and targets. Apply financial limits and tolerances for rapid decision-making, and ensure traceability of every step.

Forecasting

Scope work accurately and consistently with predefined question sets per services product. Democratize the scoping process and power sales to speed estimate delivery, elevating the customer experience and business success.

Continuous improvement

Understanding “bid versus did” creates continuous improvement, where your services offerings are continually updated to optimize customer experience and achieve target margins.

Time to value

When you perform resourcing at the opportunity phase, you give your delivery team early resource visibility to accelerate time to staff, to kick-off, to go-live … and to value.

Maximize efficiency and profitability with Certinia PSA software

Services Estimator

Streamline your quoting process with a best-in-class, CPQ solution built native to Salesforce. Consolidate data from multiple sources to ensure competitive and profitable bids that align with your company policies and financial goals.  Say goodbye to spreadsheets and outdated systems—our PSA solution brings together everything you need to create optimal estimates for your customers.