Percent of Total (POT) Billing
Published on February 8, 2026 QuoteX
Apply Percent of Total
Availability: This add-on is available as a one-time purchase for all active QuoteX subscribers.
Overview
The Fee Allocation and Percentage Calculation feature lets you calculate a percentage of total project fees and apply it as an additional fee under Other Costs. It is ideal when you need to add technology fees, licensing fees, or administrative charges on top of core project costs. It keeps fee calculations precise, streamlines billing, and keeps pricing transparent for your customers.
Key Features
| Feature | What It Does |
|---|---|
| Custom Percentage Input | Define the percentage of total project fees (Resource Fees + Other Costs) to calculate and apply as an additional line item. |
| Dynamic Fee Calculation | Automatically calculates the defined percentage of total fees for accurate billing with minimal effort. |
| Flexible Application | Calculate the percentage based on Resource Fees, Other Costs, or both, depending on project requirements. |
| Transparent Billing | Adds the calculated percentage as a line item under Other Costs, clearly showing the customer the additional fee (e.g., a 3% Technology Fee). |
| Vendor-Cost-Free Application | The calculated percentage does not incur any cost to the vendor, so fees for technology usage, tools, or services do not impact profit margins. |
| Easy Integration into QuoteX Workflows | Integrates seamlessly with the QuoteX platform so sales teams can apply and display percentage-based fees during the quoting process. |
Prerequisites
- This add-on package requires PSC QuoteX version 1.75 or higher to be installed.
- An active license for PSC QuoteX is necessary 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, you must upgrade to version 1.75 or higher before installing this add-on.
Important: Ensure you have active licenses of this feature, purchased.
Verify that the add-on license is active and purchased.
Setup & Configuration
After successful installation, follow the steps below to start using the Apply Percent of Total add-on feature.
Step 1: Assign the Permission Set to Users
Assign the add-on permission set to the users who will apply Percent of Total.
Fields - Read & Edit Permissions in this Permission Set
The permission set grants the field-level access shown below for the following objects.
Object: PSC Quote
PSC Quote field permissions (1 of 2).
PSC Quote field permissions (2 of 2).
Object: Timeline Other Costs
Timeline Other Costs field permissions.
Step 2: Create a New Record in the PSC Other Costs Object
- Navigate to the PSC Other Costs object.
- Create a new record to map as the Percent of Total in Timeline Other Costs.
- After creating the record, copy the Salesforce Record ID of the newly created record.
- You can name the record Technology Fees, or use any name that suits your business, such as Administrative Fees or Tip 10%.
Create the new PSC Other Costs record.
Copy the Salesforce Record ID of the new record.
Step 3: Update the PSC Percent of Total Custom Setting
- Go to Custom Settings and find the PSC Percent Of Total setting.
- Add the Salesforce Record ID (copied in Step 2) as the organization-level value.
- Specify a default percentage value for the Percent of Total (POT) that will pre-fill on the Apply Percent of Total screen.
PSC Percent Of Total custom setting with the record ID and default percentage.
Step 4: Configure the Apply Percent of Total Tab
- Open the PSC Additional Schedule Tab custom metadata type.
- Add a new record to include the Apply Percent of Total tab.
- Set the Lightning Component field to psce_ext:PSC_PercentOfTotal.
- This ensures the component loads dynamically in the Timeline view.
PSC Additional Schedule Tab record for Apply Percent of Total.
Optional: Automatic Application at PSC Quote Level
To apply the percent of total automatically at the PSC Quote level, add the fields shown below to the PSC Quote page layout.
Fields to add to the PSC Quote layout.
If you are subscribed to the QuoteX Lite Layout Add-on, add the fields to that layout instead:
Fields to add to the QuoteX Lite layout.
Step 5: Setup Completion
You're done with the setup! The Apply Percent of Total tab is now ready for use in your Timelines.
How Users Apply Percent of Total
Once setup is complete, users will see a new tab named Apply Percent of Total in each Timeline. To use it:
- Open the Apply Percent of Total tab.
- Select one of the following options:
- Total Resources Fees
- Total Other Costs Fees
- Both
- Enter the desired percentage and click Apply.
The feature calculates the Percent of Total and automatically adds it to the Other Costs tab in the same Timeline.
The Apply Percent of Total tab in the Timeline.
If you applied the percentage at the quote level using the layout fields, the fields appear as shown below:
Quote-level percent of total fields (QuoteX Lite layout).
Verify the Result
- Navigate to the Other Costs tab.
- Confirm that the Technology Fee (or the name you chose) has been added with no vendor cost and the calculated percentage (e.g., 3% of Total Fee) applied.
Success: The Percent of Total has been applied and is reflected in the Timeline.
The calculated fee displayed in the Other Costs tab.
Quick Reference
| Setup Item | Where / Value |
|---|---|
| Minimum version | PSC QuoteX 1.75 or higher, with an active license |
| Permission set | Assign to users; grants access to PSC Quote and Timeline Other Costs fields |
| Other Costs record | New PSC Other Costs record (e.g., Technology Fees); copy its Record ID |
| Custom setting | PSC Percent Of Total: record ID plus default percentage |
| Custom metadata | PSC Additional Schedule Tab; Lightning Component: psce_ext:PSC_PercentOfTotal |
| Calculation basis | Total Resources Fees, Total Other Costs Fees, or Both |
Key Takeaways
The Apply Percent of Total feature streamlines adding percentage-based fees to your timelines with precision and flexibility. Once configured, users can apply fees such as Technology Fees, Administrative Fees, or custom charges directly in the Timeline view. These fees are calculated dynamically, require no additional vendor cost, and appear instantly under the Other Costs tab for transparent and accurate billing.
This saves time and improves the efficiency of managing percentage-based charges, making it an essential tool for organizations with complex cost structures.
Knowledge Article Number: KA-00058