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hey everyone this is Saif with psquote in our summer 22 release we added some key functionality that we wanted to show you from our experience we found that different Professional Services teams that weve been working with generally tend to quote in three different ways which Ill give you a quick overview of right now here I am in psq Im on a professional service quote which hangs off of the opportunity object some teams like to start their quoting process with pre-built and templated packages on our quote Builder page you can add an offering like this here you can see the predetermined roles rates and hours you can tweak and add these roles if youd like to for example I can change this consultant to bill at a rate of 200 per hour and I can add in an analyst [Music] second way to quote is to build out a phase and task structure teams like building quotes this way as its a more bottom-up approach and mimics the way that they deliver projects you can templatize this as well to have
