Agentforce for Pre-Sales
Agentforce for Pre-Sales (Beta) is an AI-powered solution integrated with QuoteX that automates scoping, pricing, and resource planning in real time. Sales Engineers can generate quotes, create structured scopes, build timelines, and even produce a Statement of Work (SOW)—all through seamless conversations with Agentforce. Designed to streamline the pre-sales process, it ensures faster, data-driven decision-making while maintaining pricing accuracy and efficiency.
Key Highlights
AI-Powered Automation
Automates scoping, pricing, and resource planning in real-time through conversations, reducing manual effort.
Instant Quote Generation
Creates structured quotes and estimates seamlessly, ensuring accuracy and efficiency.
Dynamic Scope Creation
Transforms high-level requirements into detailed, structured scopes with industry-standard descriptions.
Smart Resource Planning
Automatically assigns resources with role-based rates and availability, optimizing project timelines.
Seamless SOW Generation
Generates a comprehensive Statement of Work directly from the opportunity record, eliminating redundant tasks.
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Frequently Asked Questions (FAQs)
QuoteX is an advanced Salesforce-native quoting tool designed for service organizations managing both products and services. It helps pre-sales and sales teams accurately scope projects, estimate costs, build timelines, and generate precise quotes directly within Salesforce.
QuoteX streamlines quoting by automating manual tasks and reducing errors through features like Scope Libraries, Resourcing Plan Templates, allowing sales engineers to save valuable time and respond to clients faster.
Yes, QuoteX allows you to calculate fees, costs, and discounts based on resources, hours, rates, and other factors, ensuring accurate pricing and consistency across quotes.
While optimized for Salesforce Sales Cloud, QuoteX can also be used as a standalone application with platform licenses, providing flexibility for different organizational setups.