General System Settings (PSC Setup)
Published on June 15, 2026 QuoteX
Pre Sales Cloud Admin App: Initial Setup Guide
This guide provides a step-by-step walkthrough for the initial configuration of the Pre Sales Cloud Admin App. Use it to ensure all system behaviors, timeline settings, and financial buffers are aligned with your organization's requirements.
The PSC Setup tab in the Pre Sales Cloud Admin App
1. Getting Started
To begin the setup, you must manually enable the application and configure its core settings.
- Open the App Launcher: Search for Pre Sales Cloud Admin.
- Access the Setup Tab: Click the PSC Setup tab.
- Save Changes: Any manual adjustment requires you to click Save to apply the update.
| ⚠ Important - Product Key: As of QuoteX v1.85, the Product Key field is deprecated. You may leave this field blank. |
Product Key field (deprecated; can be left blank)
2. System Settings (Core Configuration)
These settings define how the system calculates buffers and handles data visibility.
Fixed Fee With Buffer
| What it does: Adds a specific percentage of "padding" to the service fee for deals marked as Fixed Fee. | Recommendation: Set to 20% initially. This applies exclusively to fixed-fee deals to mitigate risk. |
Fixed Fee With Buffer setting
Entering the buffer percentage
Fixed Fee Cost Uplift
A percentage added to the Internal Cost of resources for Fixed Fee projects. This represents the hidden overhead of delivering a fixed-price commitment.
Fixed Fee Cost Uplift setting
Entering the cost uplift percentage
ASM Threshold
The target margin percentage for As Sold Margin (ASM). This serves as the benchmark for project profitability.
ASM Threshold setting
Entering the target margin percentage
3. Data Syncing Logic
| Sync PSR/Quote Request Status: Defines the specific Quote Request status (e.g., "In Progress, Quote Approved, Quote Review Requested") where the synchronization of summary fields initiates. | Why it matters: Set this to a later stage in the sales cycle to prevent unnecessary background processing during early-stage drafting. |
| ✅ Comma-Separated Statuses: Use this field to list the valid Quote Request statuses that should trigger a data sync, separated by commas. |
Sync PSR/Quote Request Status setting
Comma-separated status values entered
4. Default Capacity Per Timeline Frequency
Set the default available hours for each timeline frequency. The values below are suggestions; some organizations bill differently, so set them to match your own billing standard.
| Frequency | Suggested Capacity (hours) |
| Weekly | 40.00. Some organizations bill 43.75 or 45.00 hours a week; set accordingly. |
| Monthly | 160.00. Set accordingly if your organization bills differently. |
| Quarterly | 480.00. Set accordingly if your organization bills differently. |
| Yearly | 1920.00. Set accordingly if your organization bills differently. |
Default Capacity Per Timeline Frequency settings
Capacity values entered for each frequency
5. Rate Management: Refresh Rate Cards
| Rate Management: Maintaining accurate billing and cost rates is essential for long-term project accuracy. |
| What it does: Enabling this setting adds a "Refresh Rates" action button to the Manage Rate Cards screen for your organization. | Why it is needed: Resource bill and cost rates often change periodically (e.g., every 2 years due to inflation or internal adjustments). | The benefit: When global organizational rates are updated, this button lets administrators push the new rates into "inflight" (active) quotes, so existing estimates remain financially viable and reflect current costs. |
Refresh Rate Cards setting
Refresh Rates button on the Manage Rate Cards screen
6. ASM Impact Settings
Default Cost Impact ASM
| Active: Allows users to toggle cost impact during timeline creation. | Inactive: Locks the setting, preventing users from changing the organization's cost impact standard. |
Default Cost Impact ASM setting
Default Cost Impact ASM options
Cost impact option as seen during timeline creation
Override Default Cost Impact ASM
| Active (Checked): Allows users to manually toggle the "Cost Impact ASM" setting during timeline creation. | Inactive (Unchecked): Disables the user's ability to modify this setting. This locks the behavior to the organizational decision defined in the "Default Cost Impact ASM" field, ensuring consistent financial reporting. |
Override Default Cost Impact ASM setting
Override checkbox (checked or unchecked)
Default T&E Impact ASM
| Checked: T&E costs are subtracted from the ASM calculation. | Unchecked: ASM only reflects labor/service costs. |
Default T&E Impact ASM setting
Override Default T&E Impact ASM
| Active: Users can choose whether T&E impacts ASM for their specific timeline. | Inactive: Locks the behavior to the organizational default. |
Override Default T&E Impact ASM setting
Override checkbox (active or inactive)
7. T&E Tab Settings
Default T&E Setting
| Show T&E Tab: Toggles whether the "Travel & Expense" tab is visible to users within a timeline. |
Show T&E Tab setting
Show T&E Tab options
The Travel & Expense tab within a timeline
Override Default T&E Setting
| Active: Users can choose whether the T&E tab should be shown for granular recording of T&E. | Inactive: Disables the selection during timeline creation, locking the behavior to the organizational standard defined above. |
Override Default T&E Setting
Quick Reference
| Setting | Purpose |
| Fixed Fee With Buffer | Adds a percentage of padding to Fixed Fee service fees (recommended: 20%). |
| Fixed Fee Cost Uplift | Adds a percentage to the Internal Cost of resources on Fixed Fee projects. |
| ASM Threshold | Target As Sold Margin benchmark for project profitability. |
| Sync PSR/Quote Request Status | Comma-separated statuses that trigger summary field synchronization. |
| Default Capacity Per Timeline Frequency | Default hours for Weekly, Monthly, Quarterly and Yearly timelines. |
| Refresh Rate Cards | Adds a Refresh Rates button to push updated rates into inflight quotes. |
| Cost / T&E Impact ASM (and overrides) | Control whether costs and T&E affect ASM, and whether users can change it per timeline. |
| Default T&E Setting (and override) | Controls visibility of the Travel & Expense tab within a timeline. |
| Next Step: Configure Quote Summary Highlights |
Knowledge Article Number: KA-00007