Quote Experience (QuoteX)
Quote Experience is a comprehensive solution for service organizations handling both products and services, enabling efficient scoping, quoting, and resource planning for projects. Designed for pre-sales and sales teams, QuoteX empowers users to deliver precise scopes, capacity models, cost estimates, quotes, and timelines with ease.
Key Highlights
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.
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? Request a live demo today.
Or check out some cool demo videos to get a better feel for what QuoteX can do!
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.