QuoteX

How to Videos

QuoteX is now available through Salesforce AppExhange and CodeyLabs

First Time Installation

Permissions Setup

QuoteX Product Key

Global Picklists Setup

Custom Metadata Setup

Admin Setup

Highlight Items Setup

Regions Setup

Practices & Skills Setup

Rate Cards Setup

External Resources Setup

Other Costs Setup

Document Templates Setup

Scope Libraries Setup

Timeline Libraries Setup

Resourcing Plan Templates Setup

Staffing Rules Setup

Scope Size Effort the Quote

Timeline, SOW, Survey, Project

Account/Customer Specific Rates

QuoteX Core - Releases

QuoteX v 1.78

QuoteX System Administrator Help Videos

First Time Installation

How to Install QuoteX!

Permissions Setup

Enable users to view and utilize QuoteX Applications.

QuoteX Product Key

Additional Security Layer with OrgId based QuoteX Key.

Global Picklists Setup

Enable users to view and utilize QuoteX core picklist values.

Custom Metadata Setup

Enable users to view QuoteX Application Components.

Admin Setup

Enable users to use QuoteX Applications.

Highlight Items Setup

Tailoring Quote Summary and Timeline Overview Fields

Regions Setup

Categorizing and Managing Regions for Resources For RateCards

Practices & Skills Setup

Categorizing and Managing Departments & Skills for Resources For RateCards

Rate Cards Setup

The Heart Of QuoteX Solution

External Resources Setup

Add non-billable roles in the Timeline and Quote

Other Costs Setup

Additional costs in the overall project expenses

Document Templates Setup

Inbuilt Basic Document Generation Tool

QuoteX SME Help Videos

Scope Libraries Setup

Leverage the expertise and reliability of subject matter experts within your organization

Timeline Libraries Setup

Leverage the expertise and reliability of subject matter experts within your organization

Resourcing Plan Templates Setup

Effortless Precision in Project Management Every Time with Resourcing Plan Templates.

Staffing Rules Setup

Crafting Role-Based Guidelines with Efficient Staffing Templates.

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.