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Qvado Forecasting

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What Qvado Forecasting is

Qvado Forecasting is a Salesforce-native platform for standardizing quoting and forecasting for services leaders. Its revenue forecasting uses quote, opportunity, order, and project data in Salesforce to forecast revenue, cash, and cost. Teams can compare baselines and versions, model what-if scenarios, set review and submission workflows, choose time periods, and work with tiered forecasts and multiple currencies. The interface has an editable grid and drag-to-edit line charts, and is compatible with Salesforce Agentforce. PSQuote supports Level of Effort, bottom-up, and task-and-phase estimates. Quotes can combine time-and-materials and fixed-fee work, plus non-labor materials and billing milestones. PSQuote includes basic Word document generation; the maker says third-party tools are needed for polished formatting or formats such as Excel and PowerPoint. It is installed in a Salesforce environment, though Salesforce CPQ is not required. Listed integrations include Certinia PSA, Mavenlink (now part of Kantata), DocuSign, Conga, Salesforce CPQ, Salesforce RCA, and Microsoft Excel. Pricing is on request, and Salesforce licenses are purchased separately.

Who it suits

Qvado Forecasting is intended for sales, services, resource planning, operations, and finance teams at professional services organizations using Salesforce. It suits teams that need forecasting and quote workflows in a Salesforce environment.

What it does well

Forecasts revenue, cash, and cost from Salesforce data.
Supports baseline comparisons and what-if scenarios.
Quotes can combine fixed-fee and time-and-materials work.
Salesforce CPQ is not required for PSQuote.
Administrator and end-user training is available.

What to know first

Pricing is available on request.
Salesforce licenses are purchased separately.
PSQuote requires a Salesforce environment.
Basic document generation is limited to Word.

Limits

The View/Approve plan requires a separate Salesforce Platform License, while Full requires a separate Salesforce Sales Cloud License. Pricing is provided on request, and polished formatting or Excel and PowerPoint output requires third-party tools.

Plans

Plan	Billed and limits	Price
View/Approve	Per user / per month; price available on request · View quotes and details · Approve quotes · View task quoting, WBS and Gantt · Salesforce Platform License required separately	On request
Full	Per user / per month; price available on request · Includes View/Approve features · Create and edit quotes · Configure offerings, roles, rates and materials · Salesforce Sales Cloud License required separately	On request

As qvado.ai lists them, read 3 Oct 2026. The maker's own page has the final word.

Getting started

Open the Qvado website
Use a Salesforce environment
Install PSQuote as a native Salesforce app
Purchase the required Salesforce license separately
Choose View/Approve or Full access after requesting pricing
Connect listed systems such as Certinia PSA, DocuSign, Conga or Microsoft Excel

Verdict

Qvado combines Salesforce-based revenue forecasts with services quoting and multiple estimating methods. Pricing is on request, and Salesforce licenses are a separate purchase.

Questions

What platform does Qvado Forecasting use?

Qvado is a web-based, Salesforce-native platform. PSQuote is installed in a Salesforce environment.

Is Salesforce CPQ required?

No. The maker says PSQuote does not require Salesforce CPQ.

How is Qvado priced?

Both listed plans are billed per user per month, with prices available on request. Salesforce licenses are purchased separately.

What does the View/Approve plan include?

It lets users view quotes and details, approve quotes, and view task quoting, WBS and Gantt. A Salesforce Platform License is required separately.

What does the Full plan add?

Full includes View/Approve features plus creating and editing quotes and configuring offerings, roles, rates and materials. A Salesforce Sales Cloud License is required separately.

Which integrations are listed?

Qvado lists Certinia PSA, Mavenlink (now part of Kantata), DocuSign, Conga, Salesforce CPQ, Salesforce RCA and Microsoft Excel.

Facts from Qvado Forecasting's own pages

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, 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, 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, 3 Oct 2026
Forecast inputs: Revenue Forecasting forecasts revenue, cash and cost from quote, opportunity, order and project data in Salesforce. · qvado.ai, 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, 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, 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, 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, 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, 3 Oct 2026
Product: Qvado describes itself as a Salesforce-native platform that standardizes quoting and forecasting with AI for services leaders. · qvado.ai, 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, 3 Oct 2026
Quote methods: PSQuote supports Level of Effort, bottom-up, and task-and-phase methods for estimating services. · qvado.ai, 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, 3 Oct 2026

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