Drafting and Configuring a Quote

Published on April 30, 2026 QuoteX

Create a PSC Quote from a Quote Request

💡 Tip
A PSC Quote is the specific record where project scope and resource timelines are combined to generate a formal estimate. Each quote is housed within a Quote Request (QR), allowing for various versioning and scenario planning.

Step 1: Create the Quote

  1. Click Create Quote. After you have created a new QR or selected an existing one from the Quote Requests tab, click ‘Create Quote.’
    Create Quote button on the Quote Request
    Click Create Quote from the selected Quote Request.
  2. Name the quote. Give your quote a name.
  3. Confirm the Owner. The ‘Owner’ is the sales engineer who is creating the quote. You can change the owner on the header row of the QR.
  4. Set the Date Scoped. The ‘Date Scoped’ defaults to today’s date. Change the date by clicking the calendar icon.
    Create Quote form
    The Create Quote form with name, owner and Date Scoped.
⚠ Note: On the Create Quote form, the currency selected is your default currency. Once the quote is saved, the currency cannot be changed.
  1. Review linked data. The Opportunity and Account populate from the QR.
  2. Review the description. The description of the quote will populate from the associated QR. You can modify the description any time during the quotation process.
  3. Save your quote.
    Saved quote
    Save the quote to create the PSC Quote record.

Configuration & Risk

  1. Linked Data: The Opportunity and Account fields are automatically populated from the parent Quote Request.
  2. Description: The project description also pulls from the QR, but you can modify it at any time during the quotation process to better reflect specific scenario details.
  3. Currency: The currency defaults to yours and is locked once the quote is saved.

Building the Estimate

After saving the basic Quote record, you must attach a Scope and a Timeline:

  1. Action Menu: Use the action menu within the Quote to create or link an LOE (Scope) and a Timeline.
  2. Dynamic Totals: As you add scopes and resources, the header component will dynamically update.

Header Metrics

MetricWhat It Shows
Total FeesThe gross amount calculated.
Discount AmtAny applied reductions.
Net FeesThe final price to the customer.
ASMThe current As Sold Margin percentage.
Total HoursThe cumulative effort required across all roles and phases.
Next Step: Create Scopes & Effort

See More

  1. Full Core Platform Demo
  2. Native Salesforce Dashboards
  3. FAQ: How do I create and manage Quote Requests (QR)?
  4. FAQ: Understanding QuoteX Ratecard and Discount Model Functionality

Knowledge Article Number: KA-00021

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