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QuoteX Core - Releases
QuoteX v 1.78
QuoteX System Administrator Help Videos
First Time Installation
First Time Installation
How to Install QuoteX!
Permissions Setup
Permissions Setup
Enable users to view and utilize QuoteX Applications.
QuoteX Product Key
QuoteX Product Key
Additional Security Layer with OrgId based QuoteX Key.
Global Picklists Setup
Global Picklists Setup
Enable users to view and utilize QuoteX core picklist values.
Custom Metadata Setup
Custom Metadata Setup
Enable users to view QuoteX Application Components.
Admin Setup
Admin Setup
Enable users to use QuoteX Applications.
Highlight Items Setup
Highlight Items Setup
Tailoring Quote Summary and Timeline Overview Fields
Regions Setup
Regions Setup
Categorizing and Managing Regions for Resources For RateCards
Practices & Skills Setup
Practices & Skills Setup
Categorizing and Managing Departments & Skills for Resources For RateCards
Rate Cards Setup
Rate Cards Setup
The Heart Of QuoteX Solution
External Resources Setup
External Resources Setup
Add non-billable roles in the Timeline and Quote
Other Costs Setup
Other Costs Setup
Additional costs in the overall project expenses
Document Templates Setup
Document Templates Setup
Inbuilt Basic Document Generation Tool
QuoteX SME Help Videos
Scope Libraries Setup
Scope Libraries Setup
Leverage the expertise and reliability of subject matter experts within your organization
Timeline Libraries Setup
Timeline Libraries Setup
Leverage the expertise and reliability of subject matter experts within your organization
Resourcing Plan Templates Setup
Resourcing Plan Templates Setup
Effortless Precision in Project Management Every Time with Resourcing Plan Templates.
Staffing Rules Setup
Staffing Rules Setup
Crafting Role-Based Guidelines with Efficient Staffing Templates.
QuoteX User Help Demos
Scope Size Effort the Quote
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
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
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.
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