QuoteX Demos

QuoteX is now available through Salesforce AppExhange and CodeyLabs

User Guide

Known Issues

Release Notes

FAQs

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QuoteX is a powerful tool, 100% built on salesforce platform, that has been designed with years of consulting experience to provide solution architects with an easy and efficient way to estimate a services deal.

With QuoteX, generating an SOW is as easy as few clicks, allowing solution architects to focus on the strategic aspects of the project rather than getting bogged down in administrative tasks.

QuoteX for Professional Services

Watch a sneak peek of QuoteX

Sales Manager: Angela Hu, creates the quote request.
Solution Architect: Vikram Singh, creates the quote with scopes and timeline.
Subject Matter Expert: Sean Harris, helps Soution Architect in reviewing a scope of his subject.
Delivery Reviewer: Chris Tucker, verfies the scopes, roles, hours, timeline etc and approve or reject the quote request.
Presales Lead: Shelly Mathew, double checks the quote, generates SOW and review it with the Sales Manager.

POC: Revolutionizing Project Quote Generation with PSC QuoteX and Generative AI

QuoteX Core - Releases

QuoteX v 1.78

QuoteX User Help Demos

Scope Size Effort the Quote

QuoteX provides a time-saving advantage with customizable templates, allowing users to easily create, save, and edit scope items for future projects, navigated efficiently by Scope Group/Library.

Timeline, SOW, Survey, Project

While the core components help you to close a estimate and quote faster than ever before. With the framework approach of QuoteX you can easily integrate your other applications and extend the application for your unique organizational needs.

Account/Customer Specific Rates

Explore the pivotal feature of account-specific rates seamlessly integrated into the timeline creation process. See firsthand how PSC QuoteX empowers businesses like Meta to thrive with precision and efficiency.