Amendments & Change Orders

Published on February 8, 2026 QuoteX

Quote Amendment Add-On

Available as a one-time purchase for all active QuoteX Subscribers.

The QuoteX Lite/Advanced - Timeline Amendment add-on extends the core QuoteX change order process. It lets your organization manage resource modifications and generate accurate change orders with greater flexibility and precision.

The Challenge

In the standard QuoteX change order workflow, users cannot assign negative hours to resource allocations. This makes resource reductions and decrease orders difficult. Traditional workarounds are time-consuming and error-prone, which affects project profitability and resource planning accuracy.

The Solution

QuoteX Timeline Amendment streamlines resource changes within your existing quote timelines. Clone previously allocated roles and adjust hours, both positive and negative, while keeping your original quote data intact. All modifications are tracked and marked distinctly in the system for complete auditability and reporting.

Key Benefits

Benefit	What it does for you
Negative Hour Allocation	Add negative hours to resource allocations for accurate reduce order generation, and reflect actual resource decreases without manual calculations or workarounds.
Streamlined Change Order Process	Clone existing roles to quickly add or reduce hours within the same timeline, staying consistent with the original quote structure while documenting changes.
Data Integrity Protection	Original line items remain locked and uneditable within the Timeline Amendment component, and historical quote data is preserved for audit trails and compliance.
Clear Change Tracking	Modified resources are automatically tagged with the 'Is Change Order' field, making change order items easy to identify and report on and giving visibility into project modifications over time.
Timeline Consistency	Work within existing quote timelines without altering end dates, so project schedules stay aligned with original commitments.
Improved Accuracy	Reduce manual data entry errors and generate precise increase and decrease orders based on actual project needs.

This guide walks you through installing, configuring, and using the QuoteX Timeline Amendment add-on to manage resource changes and generate accurate change orders. Part 1 is for administrators, and Part 2 is for Sales Reps.

Part 1: Installation and Setup (Administrator Guide)

Prerequisites

QuoteX Dependency: QuoteX version 1.75 or higher must be installed. We recommend upgrading to QuoteX v1.85 (Salesforce security review passed).

Active License: An active license for the base QuoteX package is required.

Install the Package

Open the provided Installation URL and log in to the target Salesforce org.
Select Install for All Users.
Check the acknowledgement box for installing a non-AppExchange package.
Click Install.

Package installation screen

Package installation screen: select Install for All Users.

Post-Installation Configuration

A system administrator must complete the following five steps to configure access and visibility.

Step 1: Assign the QuoteX Change Order Permission Set

Navigate to Setup > Permission Sets.
Find and select the QuoteX Change Order Permission Set.
Assign this Permission Set to all relevant QuoteX Users.

Assigning the Change Order permission set

Assigning the QuoteX Change Order Permission Set to users.

Step 2: Create the Custom Field 'Is Amendment Quote'

Navigate to Setup > Object Manager > PSC Quote.
Create a Checkbox custom field named Is Amendment Quote.
Ensure Read and Edit permissions are granted to the relevant QuoteX User Profiles.

Creating the Is Amendment Quote field

Creating the Is Amendment Quote checkbox field on PSC Quote.

Step 3: Update the Quote Layout

Edit the PSC Quote - QuoteX Lite Layout (or the layout in use).
Drag the Is Amendment Quote field onto the layout, placing it under the Quote Information section.
Save the Page Layout.

Adding the field to the quote layout

Placing Is Amendment Quote under Quote Information on the page layout.

Step 4: Configure Visibility for the Standard Timeline Component

Launch the Lightning App Builder for the Quote Record Page again.
Select the existing QuoteX Lite - Timeline component.
Add a component visibility filter:

Record > Parent Quote > Is Amendment Quote | Equals | False

Visibility filter on the standard timeline component

Visibility filter on the standard QuoteX Lite - Timeline component.

Step 5: Embed and Configure the Amendment Component

Drag the QuoteX Lite/Advanced Timeline Amendment component from the sidebar and place it just below the standard timeline component.

Placing the Timeline Amendment component

Placing the Timeline Amendment component below the standard timeline.

Apply the following two visibility filters to this new component:

Filter	Condition
Filter A	Record > Is Specific To Timeline \| Equals \| True
Filter B	Record > Parent Quote > Is Amendment Quote \| Equals \| True

Filter configuration for the amendment component

Adding the visibility filters to the Timeline Amendment component.

Completed filter configuration

Completed visibility filter configuration.

Click Save and Activate the updated Lightning Record Page. Setup is now complete.

Part 2: User Workflow Guide - Amendment Quote (Sales Rep)

This workflow shows how a Sales Rep processes a contract reduction (or addition) using the add-on.

General Use Case: Reduce 3 FTE roles (PM, TL, Dev) by 50% for the next 12 months.

Phase 1: Preparation

Step	Action
1. Clone the Quote	Clone the original, contracted Quote to create a new Draft Quote.
2. Set Amendment Flag	On the new Draft Quote, CHECK the Is Amendment Quote checkbox and Save the quote.

Cloning the contracted quote

Cloning the original, contracted quote.

Clone quote options

Clone quote options.

New draft quote

The new Draft Quote created from the clone.

Is Amendment Quote checkbox checked

Checking the Is Amendment Quote checkbox on the draft quote.

Phase 2: Applying the Reduction (Timeline Amendment Component)

Navigate to the Timeline tab/section. The Amend Timeline component appears automatically.

Amend Timeline component

The Amend Timeline component on the amendment quote.

Locate the row for the Project Manager (PM) resource and click the ➕ Add Amendment button.

Add Amendment button

Clicking Add Amendment on the PM row.

Amendment row added

The cloned amendment row appears under the original role.

Amendment row ready for input

Amendment row ready for reduction values.

Input the reduction details:

Start/End Date: Go to the cell for the relative month/frequency in the timeline.
Value: Enter the negative percentage: -84. Select and paste it into the rest of the cells.

Entering the negative value

Entering the negative value (-84) in the timeline cell.

Negative value pasted across timeline

Pasting the value across the remaining timeline cells.

The component automatically applies the amendment and recalculates totals.

Repeat the Add Amendment and value entry steps for the Technical Lead (TL) and Developer (Dev) roles, entering -84 for the same time period.

Phase 3: Finalization

Review the updated timeline view and the Quote Total field to confirm the reduced financial value.
Submit the Amendment Quote for internal approval.

Updated timeline and quote total

Reviewing the updated timeline and Quote Total before submitting for approval.

Key Takeaway: The system automatically calculates the exact negative hours needed and updates the Quote Line Items, providing an accurate, audit-ready amendment in seconds.

Knowledge Article Number: KA-00064