QuoteX Demos
A powerful tool, 100% built on Salesforce platform, designed to provide solution architects with an easy and efficient way to estimate services deals. Generate SOWs in just a few clicks!
QuoteX for Professional Services
Watch a Sneak Peek of QuoteX
See how our multi-role workflow streamlines the quoting process from start to finish
QuoteX Professional Services Demo
Complete workflow demonstration featuring:
- Sales Manager: Angela Hu creates the quote request
- Solution Architect: Vikram Singh creates quote with scopes and timeline
- Subject Matter Expert: Sean Harris reviews scope details
- Delivery Reviewer: Chris Tucker verifies and approves
- Presales Lead: Shelly Mathew generates SOW
AI-Powered Quote Generation
POC: Revolutionizing Project Quote Generation with PSC QuoteX and Generative AI. See how AI can streamline your quoting process and reduce manual effort.
QuoteX Core - Releases
Latest Release
🎨 What's New in v1.78
Enhanced UI/UX, improved performance, new automation features, and expanded integration capabilities. Check out the video above for a complete walkthrough of all new features.
QuoteX User Help Demos
Learn how to use QuoteX effectively with these comprehensive user guides
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 close estimates faster, the framework approach lets you easily integrate other applications and extend QuoteX for your unique needs.
Account/Customer Specific Rates
Explore the pivotal feature of account-specific rates seamlessly integrated into the timeline creation process. See how PSC QuoteX empowers businesses to thrive with precision.
Match Your Branding
Seamlessly match your company branding and Salesforce theme for a unified look and feel across all your quotes and documents.
Analogous Quoting
Learn how to leverage past quotes to speed up your quoting process with intelligent analogous quoting capabilities.
Add Scopes & Change Orders
Effortlessly add scopes and save time on creating change orders with QuoteX's streamlined workflow.
QuoteX System Administrator Help Videos
Complete setup and configuration guides for administrators
First Time Installation
How to Install QuoteX! Complete walkthrough of the installation process and initial configuration steps.
Permissions Setup
Enable users to view and utilize QuoteX Applications. Configure permission sets and user access levels.
QuoteX Product Key
Additional Security Layer with OrgId based QuoteX Key for enhanced protection.
Global Picklists Setup
Enable users to view and utilize QuoteX core picklist values for consistent data entry.
Custom Metadata Setup
Enable users to view QuoteX Application Components through custom metadata configuration.
Admin Setup
Enable users to use QuoteX Applications. Complete administrative configuration guide.
Highlight Items Setup
Tailoring Quote Summary and Timeline Overview Fields for better visibility.
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 - Configure your pricing structure.
External Resources Setup
Add non-billable roles in the Timeline and Quote for comprehensive project planning.
Other Costs Setup
Additional costs in the overall project expenses configuration.
Document Templates Setup
Inbuilt Basic Document Generation Tool for creating professional SOWs.
QuoteX SME Help Videos
Leverage the expertise and reliability of subject matter experts within your organization
Scope Libraries Setup
Leverage the expertise and reliability of subject matter experts within your organization to build comprehensive scope libraries.
Timeline Libraries Setup
Leverage the expertise and reliability of subject matter experts to create reusable timeline templates.
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 for optimal resource allocation.