QuoteX Branding Sets
Published on February 8, 2026 QuoteX
Branding Sets for QuoteX
| No additional cost. This add-on is provided free of charge to all active QuoteX subscribers. |
Overview
Branding Sets for QuoteX is an add-on product that helps you align your QuoteX user interface with your company's branding. This guide provides step-by-step instructions on how to use the BrandingSet for QuoteX Lightning component to customize the look of the PSC Quote record page.
| What you can customize: page header, highlights boxes, page widgets, grid headers, and the timeline grid rows (Needs, Per Phase, and Per Week). |
Prerequisites
Before you begin, ensure that you have the following:
- PSC QuoteX v1.75 (or later) installed in your Salesforce environment.
- Access to Salesforce App Builder.
- Appropriate user permissions to create, clone, and edit the PSC Quote record page.
Installing Branding Sets for QuoteX
1. Install: Obtain the Branding Sets for QuoteX managed package installation URL and install it in your Salesforce instance for All Users.
2. Verify Installation: Check that the component is available in App Builder under the custom managed packages section on the PSC Quote record page.
| Important: This component is only available for the PSC Quote object. |
Using the BrandingSet for QuoteX Component
Step 1: Access the PSC Quote Record Page in App Builder
- Navigate to Salesforce Setup.
- Go to Object Manager.
- Search for the 'PSC Quote' object.
- Select Lightning Record Pages in the left sidebar.
- Clone, create, or select the Quote record page to which you want to add Branding Sets for QuoteX.
Lightning Record Pages for the PSC Quote object in Object Manager.
Step 2: Drag and Drop the Component
- In App Builder, locate the BrandingSet for QuoteX component in the sidebar under the custom managed packages section.
- Drag and drop the component onto the Quote record page as the last component, so that branding changes take effect during the Quote creation process.
| Note: The component displays as an empty component on the page. This is expected. |
BrandingSet for QuoteX component placed as the last component on the Quote record page.
Step 3: Configure Color Settings
- Click the BrandingSet for QuoteX component (the empty component) to open its configuration panel.
- Set color values in the fields described in the table below.
| Setting | What it controls |
| Page Header Background | Background color for the header of the Quote page. |
| Highlights SmallBox Background | Background color for the highlights panel boxes. |
| Page Widgets Background | Background color for all widgets on the Quote record page. |
| Grids Header Background | Background color for the header of data grids. |
| Needs Row (Timeline) Background | Background color for rows marked as "Needs" in the timeline grid. |
| Per Phase Row (Timeline) Background | Background color for the Actuals per Phase row in the timeline grid. |
| Per Week Row (Timeline) Background | Background color for the Actuals per Week row in the timeline grid. |
Color configuration fields in the BrandingSet for QuoteX panel.
Step 4: Save Your Changes
- After configuring the desired color values, click Save.
- Activate the record page org-wide to make the changes live.
Saving and activating the Quote record page.
Step 5: Verify the Branding
- Navigate to a Quote record page to see the branding changes applied.
- Ensure that the color values match your company branding and provide the desired visual experience.
| Success: Your Quote record page now reflects your company branding. |
Quote record page with branding applied.
Examples
Example 1
Example 1: a branded PSC Quote record page.
Example 2
Example 2: an alternate branding color scheme.
Knowledge Article Number: KA-00054