Native on Salesforce
Professional-services foresight on Salesforce
See what your next services deal will do before you commit.
Your quote already contains the first forecast. Qvado keeps roles, rates, hours, scope, schedules, and commercial assumptions connected to margin, capacity, revenue, and delivery.
One opportunity. One connected view. No canned product tour.
3 days → under 2 hours
48 quotes approved
192 resource requests synchronized
Published Qvado workflow example. Replace or retain only after internal approval.
The risk
How early would you know?
A services deal can look reasonable right up until the moment it becomes expensive.
The scope is approved. The customer is ready. The forecast has been updated. But the economics may depend on assumptions that no longer hold.
01
The resource mix is wrong.
02
The schedule leaves no room for reality.
03
The margin only works if nothing changes.
04
Delivery learns about the commitment after the close.
The later the signal, the fewer choices you have.
The current state
The quote gets approved. Then the assumptions disappear.
Every team can have a reasonable number. The business can still make the wrong promise.
Sales
Builds the commercial estimate in one place and moves the deal forward.
Finance
Rebuilds the forecast somewhere else and tries to explain why it moved.
Resourcing
Waits for a clearer signal, then receives an urgent staffing request.
Delivery
Inherits a document without the assumptions that shaped the promise.
A faster quoting tool does not fix this. It gets you to the surprise sooner.
A different way to see it
Every services quote is already a forecast.
Before the contract is signed, the quote has already predicted how the business will perform.
Who will do the work
How long the work will take
When the work will begin
What the work will cost
When revenue will land
How much margin may survive
Qvado turns the quote into the first operating model of the work.
What you are buying
You’re buying time.
Not more reporting. Time to change the outcome before the outcome becomes fixed.
01 / Margin
Time to protect margin
See how scope, rates, hours, and resource mix affect the economics before the commercial commitment is made.
02 / Capacity
Time to prepare capacity
See potential demand while the opportunity is still moving through the pipeline, not after it becomes an urgent staffing request.
03 / Forecast
Time to defend the forecast
Show where the number came from, which assumptions support it, and what changed.
04 / Delivery
Time to bring delivery in earlier
Give delivery more than a document. Give the team the assumptions behind the promise.
The shift
You stop explaining the surprise. You see it coming.
You can walk into the forecast meeting knowing which deals need attention, what resource demand may be approaching, and why the number moved.
How it works
One chain of evidence. Deal to delivery.
Each stage keeps the operating logic of the deal visible to the next.
Quote
Build the commercial model from roles, rates, hours, phases, tasks, schedules, materials, and delivery assumptions.
Forecast
See what live opportunities and confirmed work may mean for revenue, capacity, cost, and margin.
Deliver
Give the people inheriting the work the assumptions that shaped the commitment.
Learn
Compare what was expected with what happened, then use that evidence to make the next decision better.
Quote → Forecast → Deliver → Learn
What changes
When the assumptions stay connected.
You reconcile several versions.
You can trace the number to its source.
You rebuild forecasts after quoting.
Commercial assumptions remain visible as the deal moves.
You plan demand after the close.
You can see potential demand in the pipeline.
You discover margin risk during delivery.
You can examine the risk before commitment.
You hand delivery a document.
You hand delivery the logic behind the work.
You explain the miss.
You have a chance to prevent it.
Published workflow example
One process. Less waiting. Fewer broken handoffs.
In a published Qvado example, a process that previously took three days was completed in under two hours while quote and resource information stayed synchronized.
View the published exampleFit
Built for services businesses where a bad assumption gets expensive.
Qvado is worth examining when:
- Salesforce is your commercial system of record.
- Professional services is a meaningful source of revenue, margin, or customer adoption.
- Quotes vary by role, rate, region, phase, schedule, or delivery model.
- Sales, finance, resourcing, and delivery depend on the same deal information.
- Your forecast still requires manual reconciliation.
- You need to compare what was sold with what was delivered.
Qvado is probably not the right fit when:
- You only need product CPQ.
- Your services work has one fixed price and little delivery variation.
- You only want better-looking proposals.
- You want an AI answer that no one can trace.
- You are unwilling to connect commercial decisions to operating consequences.
Questions
What you may need to know first.
Will every team have to estimate work the same way?
No. Different work can require different estimation methods. The control comes from visible assumptions and shared guardrails, not forcing every deal into one template.
Does Qvado replace Salesforce?
No. Qvado operates natively on Salesforce, keeping commercial information close to the opportunity and customer record.
We already have forecasting software. Why add this?
A forecast rebuilt after quoting is already one handoff removed from the original decision. The issue is not whether a forecast exists. It is whether the forecast remains connected to the assumptions that created it.
Is this just another quoting tool?
Quoting is where the first forecast begins. The larger value comes from keeping that first forecast connected to revenue, capacity, margin, and delivery.
Does Qvado replace professional judgment?
No. It makes judgment visible. Your experts still decide how the work should be shaped. The rest of the business gets a clearer view of the assumptions behind that decision.
Will AI make commitments for us?
It should not. AI can help find patterns, reduce manual work, and surface evidence. A commercial commitment still needs an accountable person and a visible reason.
The working session
See what one deal is already telling you.
Bring one live or recent services opportunity. You will map where assumptions are created, where they become disconnected, and when risk becomes visible.
Map where commercial assumptions are created.
Find where those assumptions become disconnected.
Identify when margin and capacity risk become visible.
See how the quote could become a connected forecast.
Decide whether Qvado deserves a deeper look.
One opportunity. One connected view. No canned tour.
Book a working session
What do you need to see earlier?
Share the point in your process where the signal arrives too late. The session will start there.
Bring a live deal. Leave with a clearer map of the risk.
Before the deal becomes the result
Your next quote will become more than a price.
It will become a revenue forecast, a staffing need, a delivery plan, and a margin result. Those consequences already exist inside the assumptions being made today.
See the consequences before you commit