Authorized Seller: CodeyLabs
Your near-perfect and apt quotation tool designed to elevate your sales process. The foundation of successful project delivery begins with sales, and QuoteX is here to empower your sales team with the skills to precisely define scope and deliver accurate quotes. This key step ensures projects are executed on time and within budget.
Angela Hu, a seasoned Sales Manager, kickstarted the journey by creating a detailed quote request in QuoteX. With the foundation laid, Solution Architect Vikram Singh built a robust quote, complete with precise scopes and timelines. To ensure nothing was overlooked, Subject Matter Expert Sean Harris stepped in, providing valuable insights to refine a critical scope. Delivery Reviewer Chris Tucker then rigorously verified roles, hours, and the timeline, ensuring the quote met all delivery standards before approving it. Finally, Presales Lead Shelly Mathew meticulously reviewed the quote, generated a comprehensive SOW, and collaborated with Angela to finalize the deal. Together, they exemplified the power of teamwork, powered by the efficiency of QuoteX.
Standardize your sales approach for increased delivery margins and improved capacity planning – optimizing your business strategy for success.
Boost productivity, slash turnaround times, enhance employee experiences, and ensure impeccable consistency in pricing and proposals.
We bid farewell to the era of manual spreadsheets, because your time is too valuable to be lost in the cells of uncertainty!
QuoteX offers a Rough Order of Magnitude (ROM) calculation feature, providing preliminary cost estimates and resource allocations for early-stage project planning and budgeting.
Refine project scope and sizing effortlessly, whether by utilizing standardized templates or customizing them for each project's requirements.
Craft timelines effortlessly, whether by leveraging pre-existing libraries or tailoring them to each project's unique needs.
QuoteX simplifies the resourcing process and provides an intuitive feature for timeline building, allowing reviewers to prioritize quality over quantity.
QuoteX provides seamless creation of project plans upfront to share it with customer, giving the idea of your strategy for project success.
QuoteX features a built-in Statement of Work (SOW) generation tool, streamlining the creation of comprehensive SOW documents directly from the scoped project details, ensuring clarity and consistency in project deliverables.
Next Steps:
Found the above information appealing and believe it could solve your professional services estimating challenges?
Try it out with a 15-day trial.
Reach out to us at info@thepsc.cloud, and we'll provide you with a trial org complete with pre-configured and pre-filled data.
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.
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.
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.
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.
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.