AI-Powered Drafting Scopes

Published on April 5, 2026 QuoteX

Draft Scopes Using ChatGPT

This add-on is provided at no additional cost to all active QuoteX Subscribers.

https://www.youtube.com/watch?v=sShdg1nEVEE

Introduction

The Draft Scopes Using ChatGPT add-on for QuoteX provides a guided approach to drafting scope descriptions by leveraging ChatGPT. It helps you generate structured scope content with minimal effort by facilitating AI-powered assistance in an external ChatGPT session.

At a glance: QuoteX builds the prompt for you from Salesforce data, you run it in free ChatGPT, and you bring the structured JSON result back into QuoteX as ready-to-use scope items.

Key Benefits

Simplify Scope Creation – Users receive AI-generated scope drafts tailored to their needs.
Enhance Accuracy – Structured JSON outputs ensure detailed and well-defined scopes.
Improve Efficiency – Reduce manual effort by leveraging AI assistance for initial drafting.
Seamless Integration Workflow – Facilitates smooth copy-paste interactions between QuoteX and ChatGPT.
Leverage Free ChatGPT Access – Utilize ChatGPT’s free version with just three additional clicks.
Automated Prompt Generation – The system automatically crafts a well-structured prompt using Salesforce data, providing clear instructions to ChatGPT.

Installation and Setup

Prerequisites

This add-on package requires QuoteX version 1.75 or higher to be installed.
An active license for QuoteX is necessary to install this add-on. If you do not have an active license, installation will not be possible.
If you have an active license but your current version of QuoteX is below 1.75, you must upgrade to version 1.75 or higher before you can install this add-on.

Important: Without an active QuoteX license and version 1.75 or higher, the installation cannot proceed.

Install the Package

Use the installation URL to proceed with the installation:

Open the installation URL in your browser.
Log in to the Salesforce org where you want to install the package.
Select Install for All Users to apply the package with a sitewide license.
Check the box for I acknowledge... since this managed package is not listed on AppExchange.
Click Install to complete the process.

Next step: After successful installation, configure QuoteX to unlock its full capabilities.

Configuration & Setup

a) Enable the Feature for SMEs

Admins activate the add-on by adding the component to the Scope Library record screen.

Create a new tab on the Scope Library record screen.
Drag and drop the Draft Library Scopes using ChatGPT component from the left sidebar into the new tab.

Adding the Draft Library Scopes using ChatGPT component to a Scope Library tab

Adding the Draft Library Scopes using ChatGPT component to a new tab on the Scope Library record screen.

b) Enable the Feature for End Users

End users can use a similar feature while creating scopes within the Quote screen. Admins add a record with the Lightning component name shown below, and make the tab active so it appears in the Scope Size Effort module.

Lightning Component With Namespace: psce_ext:scopeQuoteWithGenAI (indicated by a red arrow in the screenshot below)

Lightning component record with namespace psce_ext:scopeQuoteWithGenAI

Record configured with the psce_ext:scopeQuoteWithGenAI Lightning component (red arrow) to show the tab in the Scope Size Effort module.

How It Works

Define Your Requirement – Users input a brief description of the help they need within the QuoteX interface.
Generate Prompt – The system creates a structured prompt in the background and copies it to the clipboard.
Use ChatGPT – Users open a new chat in the free ChatGPT platform and paste the prompt into the chat box.
Receive JSON Output – ChatGPT processes the prompt and generates a structured JSON output.
Copy JSON & Paste into QuoteX – Users copy the AI-generated JSON and paste it back into the QuoteX interface.
View as List – Clicking 'View Scopes as List' converts the JSON into structured scope items.
Finalize Scope – Users review and add the generated scope items to the scope list in QuoteX.

Use Cases

Quick Scope Drafting – Generate structured scope descriptions for proposals.
Pre-Sales Support – Assist sales teams in defining scope elements during early discussions.
Project Planning – Ensure well-defined scope documentation before estimation.

Best Practices

Craft Clear Inputs – Providing well-defined input improves the quality of generated JSON.
Validate Outputs – Review AI-generated JSON for accuracy before finalizing scopes.
Optimize Prompts – Experiment with different input structures for refined results.

Tip: AI-generated scopes are a starting point. Always review the JSON and the resulting scope items before adding them to a quote.

Knowledge Article Number: KA-00056