Pre-sales teams are often slowed down by manual tasks like scoping, pricing, and resource planning, which can lead to inaccuracies and longer sales cycles.
Agentforce for Pre-Sales, integrated with QuoteX, is an AI-powered solution that automates this entire process. Sales Engineers can use a simple, conversational interface to instantly generate quotes, build detailed scopes, create timelines, and produce a complete Statement of Work (SOW).
This streamlines the pre-sales workflow, ensuring pricing accuracy, improving efficiency, and empowering your team to close deals faster with data-driven confidence.

Key Features

Agentforce-Powered Automation

Automates scoping, pricing, and resource planning through a natural, conversational interface using Agentforce.

Instant Quote & Scope Generation

Transforms high-level requirements into detailed quotes and structured project scopes in real-time.

Smart Resource Planning

Automatically assigns resources with role-based rates and availability to optimize project timelines.

Seamless SOW Creation

Generates a comprehensive Statement of Work directly from the opportunity record with a few simple clicks.

QuoteX Integration

Connects seamlessly with your existing QuoteX system for accurate and consistent data.

Benefits

Accelerate Your Sales Cycle

Drastically reduce the time spent on manual pre-sales tasks, allowing you to generate proposals and close deals faster.

Increase Accuracy & Consistency

Eliminate human error with real-time, data-driven automation for pricing, scoping, and planning, ensuring every proposal is precise and professional.

Boost Team Efficiency

Empower Sales Engineers to focus on high-value activities and client relationships instead of administrative busywork.

Make Data-Driven Decisions

Gain a clear, real-time understanding of project costs, resources, and timelines to make smarter decisions and improve profitability.

Deliver a Superior Client Experience

Respond to client requests with speed and precision, providing professional and accurate documents that build trust and confidence.

Watch Our Demos

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.

Agentforce for Pre-Sales: Automate Your Pre-Sales Workflow