Provus + Kantata: Connecting quoting, forecasting, and delivery for services teams

How the Provus and Kantata integration helps services organizations move seamlessly from quote to forecast to delivery.

Services organizations often operate across two worlds. In one, sales teams are building quotes and forecasts. And in the other, delivery teams are managing projects, resources, and revenue. But too often those worlds don’t connect.

Services organizations often operate across two worlds. In one, sales teams are building quotes and forecasts. And in the other, delivery teams are managing projects, resources, and revenue. But too often those worlds don’t connect.

As a result, they’re left with disconnected systems that create manual handoffs and limited visibility into how deals actually translate into services delivery. That’s exactly what the Provus and Kantata integration is designed to solve.

By integrating Provus with Kantata SX, services organizations can connect quoting, forecasting, and project delivery into a single, continuous workflow—from the moment a deal is structured to the moment the work is delivered.

Below, we’ll walk through how the integration works and what it enables for services teams.

Why the integration matters: From quote to delivery

A deal isn’t only a number; it represents scope, resources, timelines, budgets, margins, and milestones. If that information gets lost between systems, the consequences show up quickly:

• Delivered margins drift from sold margins
• Resource plans become inaccurate
• Delivery teams start projects without the full context of what was sold

The Provus and Kantata integration ensures that the structure of the deal carries through to delivery.

Sales teams build services quotes in Provus. Those quotes flow directly into Kantata, where delivery teams can plan, staff, and execute the work with full visibility.

That means better forecasting, smoother handoffs, and more predictable services delivery.

Provus + Kantata SX: Improving forecasting and services planning

Kantata SX helps services organizations plan ahead—giving leadership visibility into pipeline, resource demand, and future delivery needs.

Provus strengthens that visibility by ensuring the forecast is built on real deal structure, not just high-level estimates.

When deals are configured in Provus, the services scope and timelines can inform the forecasting environment in Kantata SX.

What the integration enables

With Provus and Kantata SX connected, organizations can:

• Forecast services demand earlier in the sales cycle: Pipeline deals can inform staffing and delivery planning before they close.
• Improve resource planning: Delivery leaders gain visibility into upcoming work based on real deal structures.
• Align sales forecasts with delivery capacity: Actionable insights drive better outcomes for the customer
• Enable project managers with insights: Sales and services teams operate from the same data and structure.
• Reduce surprises after deals close: The structure of the services engagement is visible earlier and more accurately.
• Arrest margin leakage: Integration makes sure the margins sold are the margins delivered

See the Kantata SX integration in action

Watch how services quotes created in Provus feed into Kantata SX, giving services leaders clearer visibility into pipeline-driven demand and future delivery needs.

Why Provus and Kantata work well together

Provus and Kantata share a common goal: helping services organizations operate with greater clarity and predictability.

Provus focuses on how services deals are structured and quoted—ensuring complex services engagements are configured accurately.

Kantata focuses on how those engagements are planned, staffed, and delivered.

Together, they create a more complete system for services organizations:

• Sales teams build accurate services quotes
• Forecasts reflect the real structure of upcoming work
• Delivery teams start projects with full context

Instead of manually transitioning work from separate systems, teams get a connected workflow from deal creation to project delivery.

Bringing sales and services closer together

The Provus and Kantata integration helps services organizations close the gap between sales and delivery. By connecting quoting, forecasting, and execution, teams gain:

• Greater forecast accuracy
• Better resource planning
• Smoother transitions from deal to delivery
• More predictable services outcomes

For services organizations, that alignment can make the difference between reactive delivery and confident planning.

Interested in connecting Provus with Kantata? Request a custom demo to see how the integration can help your team move seamlessly from quote to forecast to delivery.

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