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QuoteX is a comprehensive solution that equips service organizations dealing with both products and services to effectively scope and quote any project. Offering pre-sales and sales teams the capability to deliver precise scope, capacity models, cost estimates, quotes, and timelines, this guide provides a high-level overview, technical insights, and installation instructions.

Overview

QuoteX revolutionizes organizations by streamlining the quoting process, fostering seamless collaboration between sales and Subject Matter Experts (SMEs), expediting quote generation with heightened accuracy, standardizing scope documentation and effort estimation, determining average costs based on project scope, simplifying onboarding of new employees or project types, and leveraging Salesforce's transparency and collaboration advantages.

Benefits

• QuoteX reduces quote timelines by minimizing manual effort through Scope Libraries, Resourcing Plan Templates, and Timeline Libraries, allowing sales engineers to save valuable time.

• Empowering sales engineers, QuoteX improves the scoping process with a derived hours and cost calculator, preventing underselling of roles and enabling understanding of the average cost of overall scopes before building the timeline.

• Ensuring consistency in pricing roles across the organization, QuoteX simplifies the resourcing process and provides an intuitive feature for timeline building, allowing reviewers to prioritize quality over quantity.

• Facilitating collaborative quoting, QuoteX enables users to collaborate during the quote creation and review process using native Salesforce chatter.

Features

QuoteX encompasses two main functional categories: scoping and sizing, along with timeline management. Within these, seven core functional areas empower users to:

• Capture project scope and effort through Scope Libraries or per-project documentation.

• Define required effort using templates for scope, effort, and resourcing plans.

• Utilize staffing rules templates to estimate average costs and early potential expenses.

• Create timelines through libraries or on a per-project basis.

• Allocate resources and determine cost and price using rate cards.

• Calculate fees, costs, and discounts based on resources, hours, rates, and costs.

• Export scope, timeline, and resource information to a Statement of Work document.

Technical Aspects:

Developed natively on the Salesforce platform, QuoteX operates as a managed package without affecting an organization's object or tab limits. With seamless native integration into Salesforce Sales Cloud, QuoteX facilitates collaborative work, eliminating the need for spreadsheets and Excel. 

While it assumes the use of Salesforce Sales Cloud for Opportunities, QuoteX can also function seamlessly as a standalone application with platform licenses.