Quote Experience (QuoteX)
Quote Experience is a purpose-built Salesforce estimation tool that simplifies the way teams scope, estimate, and deliver proposals. From scope of work automation to serving as a reliable SOW generator, it accelerates every stage of Salesforce services quoting. Ideal for delivery teams, pre-sales consultants, and partners focused on professional services forecasting.
Key Features
Scope Library
Document, build, collaborate and iterate on project-based scope items with reusable scope templates.
Timeline Library
Build from scratch or use and modify existing timeline templates designed for common project types, durations, and sizes.
Resourcing Plan Templates
Resourcing Plan Templates automate role assignments. They use core resource hours to generate roles based on predefined rules, eliminating manual effort.
Staffing Rules Templates
Staffing Rules Templates establish staffing guidelines. They incorporate minimum role percentages, calculate average rates, and factor in all-inclusive rates based on predefined role assumptions.
Dynamic Document Templates
Create predefined formats for Statements of Work (SOWs). Build dynamic templates with various sections for diverse use cases, and instantly generate documents in PDF or gdoc format for easy moderation and approvals.
Rate Cards
Assign specific roles, rates and resourcing plan rules to scopes & timelines.
Pricing Engine
Fully define a quote by defining the contract type, applying discounts and adding in travel and expense costs & other costs.
Quick Service Quotes
Offers a Rough Order of Magnitude (ROM) calculation feature, providing preliminary cost estimates and resource allocations for early-stage project planning and budgeting.
Guided Selling
QuoteX simplifies the resourcing process and provides an intuitive feature for timeline building, allowing reviewers to prioritize quality over quantity.
Project Plans
Provides seamless creation of project plans upfront to share it with customer, giving the idea of your strategy for project success.
In-Flight Quote Rate Refresh
Easily update in-flight service quotes with the latest organization-wide rates and empowers Sales Engineers to quickly adjust for annual changes, ensuring accurate pricing without manual recalculations.
From Chaos to Clarity in Salesforce Services Quoting
Eliminate scattered spreadsheets and vague assumptions. Our tool brings structure, visibility, and consistency to every stage of Salesforce services quoting and delivery planning.
Benefits
Efficiency and Productivity
QuoteX reduces manual effort and errors, boosting employee productivity and allowing focus on strategic business development.
Faster Turnaround
Accelerates quote generation for quicker client responses, enhancing customer satisfaction and securing deals faster.
Improved Employee Experience
User-friendly and automates repetitive tasks, boosting morale and job satisfaction for better retention and recruitment.
Consistent Pricing and Proposals
Standardizes pricing and proposals for a professional, trustworthy client experience, fostering repeat business.
Built-in SOW Generator
Quickly converts quotes into Statements of Work (SOWs), streamlining documentation and ensuring alignment with client expectations.
Overall Cost Efficient
Optimized for Salesforce Sales Cloud Opportunities, and also functions intuitively as a standalone application for platform licenses.
Bring Your Own Feature (BYOF)
Customize QuoteX to fit unique business needs by adding tailored features, enhancing flexibility and control over the quoting process.
Think QuoteX can solve your services quoting challenges in salesforce ? Request a live demo today.
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Got questions about QuoteX? You're not alone. Here are some answers to what others often ask.
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.
Scope Libraries provide reusable templates for capturing project scope and required effort. This feature ensures consistent documentation, enables quick scoping, and helps prevent underselling by accurately estimating resources and costs.
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.
The SOW generator in QuoteX converts finalized quotes into professional Statements of Work (SOWs), including project scope, and resources. This streamlines client documentation and aligns expectations from the outset.
The BYOF capability allows organizations to add customized features to QuoteX, enabling it to meet unique business needs while maintaining full functionality within the Salesforce platform.
QuoteX integrates with Salesforce Chatter, allowing team members to collaborate in real-time on quotes. This feature promotes transparency and facilitates input from various stakeholders, enhancing accuracy and alignment.
While optimized for Salesforce Sales Cloud, QuoteX can also be used as a standalone application with platform licenses, providing flexibility for different organizational setups.
Currently, QuoteX is not optimized for mobile views. However, we have plans on our roadmap to develop a mobile-compatible version in the future to enhance accessibility on mobile devices.
For support with QuoteX, please reach out to the CodeyLabs team at info@codeylabs.com. Our team is available to assist with any questions or issues you may encounter. Or self learn more for your answers here at OEM's product showcase page.