Library Scope Promotion

Published on February 8, 2026 QuoteX

Promote Scope As Library

Turn proven scopes from your quotes into a reusable, organized Scope Library in PSC QuoteX.

No additional cost: This add-on is provided at no additional cost to all active QuoteX subscribers.

Overview

This guide walks you through installing, setting up, and configuring the add-on, and then through the process of promoting selected scopes from your service quotes into a new Scope Library. Your scopes stay organized and easily accessible for future use.

Key Features

Create a new Scope Library: Convert selected scopes from your quote into a new Scope Library.
Draft status: The library is created in draft status, allowing review and approval by Subject Matter Experts (SMEs).
Future reuse: Manage and reuse scopes efficiently across future quotes and projects.

Prerequisites

This add-on requires PSC QuoteX version 1.75 or higher to be installed.
An active PSC QuoteX license is required to install this add-on. Without an active license, installation is not possible.
If you have an active license but your PSC QuoteX version is below 1.75, upgrade to version 1.75 or higher before installing this add-on.

Setup & Configuration

After a successful installation, complete the two steps below to enable the Promote Quote's Scopes As Library feature.

Step 1: Go to Setup, search for 'meta', and open the 'PSC Additional Scopes Tab' custom metadata type.

The PSC Additional Scopes Tab custom metadata type in Setup.

Step 2: Click Manage Records and add a new record with the following details.

Field	Value
Label	Promote As Library
PSC Additional Scope Tab Name	Promote_as_Library
Tab Name	Promote AS Library
Lightning Component With Namespace	psce_ext:PSC_PromoteScopesToLibrary
Is Active	Checked
Order	2 (org specific; enter the value that fits your org)

Example of the completed custom metadata record.

That's it! You have successfully set up and configured the Promote As Library feature in PSC QuoteX.

Step-by-Step Instructions to Use

1. Access Your Quote

Navigate to the Quotes section within your Salesforce environment.

The Quotes section in Salesforce.

Select the quote that contains the scopes you want to promote.
Notice the new tab named Promote As Library.

The Promote As Library tab on the quote.

Read the screen introduction and click Let's Get Started.

The introduction screen with the Let's Get Started button.

2. Add the Scope Library Name and Select Scopes

Enter the Scope Library Name and click Next, Add Scope(s).
Locate the list of scopes. Note that these are the current quote's scopes.
Choose the scopes you want to promote to the new Scope Library. You can select multiple scopes.

Entering the library name and selecting scopes to promote.

3. Promote to a New Scope Library

Click the Save as Draft Library button.
After the library is created, a message confirms success and shows the Salesforce record ID of the new library.

Confirmation message with the new library record ID.

4. Review and Approval

The new Scope Library is created in draft status.
Go to the Scope Libraries section to locate your new library.
Review the scopes in the draft library.
Submit for Approval: Share the draft library with Subject Matter Experts (SMEs) for review and approval.
Once approved, the library is activated for future use.

Tips

Make sure all selected scopes are relevant and accurately defined before promoting, to avoid unnecessary revisions.
Regularly review and update your Scope Libraries to keep them aligned with current projects and requirements.

5. Finalize the Library

After approval, the draft status is updated and the Scope Library becomes active.
You can now manage, edit, or use the scopes within the active Scope Library as needed.

Troubleshooting

No Scopes Found: If a message says no scopes were found, make sure scopes have been created and are associated with the quote.

Error Creating Library: If an error occurs, note the error details and contact your system administrator for support.

Knowledge Article Number: KA-00053