Qvado Forecasting

What Qvado Forecasting is

Qvado Forecasting is a Salesforce-native platform for standardizing quoting and forecasting with AI for services leaders. Its revenue forecasting uses quote, opportunity, order, and project data in Salesforce to forecast revenue, cash, and cost. Forecast tools support baseline and version comparisons, what-if scenarios, review and submission workflows, customizable time periods, tiered forecasts, and multiple currencies. The interface includes an editable grid and drag-to-edit line charts, and is compatible with Salesforce Agentforce. Qvado’s PSQuote supports Level of Effort, bottom-up, and task-and-phase estimating. Quotes can combine time-and-materials and fixed-fee work, with non-labor materials and billing milestones. PSQuote is installed in a Salesforce environment; Salesforce CPQ is not required. The maker lists connections with Certinia PSA, Mavenlink (now part of Kantata), DocuSign, Conga, Salesforce CPQ, Salesforce RCA, and Microsoft Excel. Basic Word document generation is included, while polished formatting or Excel and PowerPoint output requires third-party tools. Pricing is available on request, and Salesforce licenses are purchased separately. Intended users include sales, services, resource planning, operations, and finance teams at professional services organizations using Salesforce.