Automated Promotions

Published on February 8, 2026 QuoteX

Smart Promotions for QuoteX

This add-on is available as a one-time purchase for all active QuoteX subscribers.

What Is Smart Promotions?

Revolutionize how you manage quotes for IT services and SaaS products. Smart Promotions streamlines your sales process by letting your team apply discounts, manage promotions, and close deals faster, all while protecting profitability. With organization-level promotion management, seamless integration into quote timelines, and real-time updates, your sales representatives stay competitive and efficient.

Key Features

Effortless Discount Application: Apply percentage-based or fixed discounts with a few clicks.
Tailored Promotions: Use customizable promotions such as BIGDEAL10, HIGHMARGIN05, and OFFSHORE25 to meet your unique business needs.
Profitability Assurance: Maintain competitive pricing while safeguarding your profit margins.
Real-Time Updates: Stay informed with instant updates on promotions and quotes.
Seamless Integration: Apply promotions directly to quote timelines for a smoother sales process.

Prerequisites

Before you install

This add-on requires PSC QuoteX version 1.75 or higher.
An active PSC QuoteX license is necessary. Without one, installation is not possible.
If your license is active but your version is below 1.75, upgrade to 1.75 or higher before installing this add-on.

Installation Steps

With the installation URL provided, you have 15 days to set up and trial the package. Use the URL to proceed:

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.

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

Post-Installation Configuration

1. Field Level Security

Provide read and edit access to the Applied Promotion (psce_ext__Applied_Promotion__c) custom field on the Quote object.

2. Configure the Smart Promotions Tab

Open the PSC Additional Schedule Tab custom metadata type.
Add a new record to include the Promotion tab.
Set the Lightning Component field to psce_ext:PSC_ApplyPromotionCode.
This ensures the component loads dynamically in the Timeline view as a new tab.

3. Configure the PSC Timeline Discount Setting Custom Metadata

Open the PSC Timeline Discount Setting custom metadata records.
You will see two records: one for TM (Time & Material) and one for Fixed Fee.
Update the Discount Level field to either Timeline Level Discount Only or Both, as needed.

PSC Timeline Discount Setting custom metadata with Discount Level options.

That's it! You have finished commissioning Smart Promotions.

Setting Up Smart Promotions

Follow these steps to configure and use Smart Promotions.

Step 1: Add the Promotions Tab

Navigate to the Pre-Sales Cloud Admin App (or the App Launcher in general).
Add the Promotions Tab so it is visible to users. This lets users update promotions and define rules directly within the app.

Adding the Promotions tab in the Pre-Sales Cloud Admin App.

Step 2: Create a New Promotion Record

Field	What to enter
Code	A unique promotion code.
Discount Type	Percentage or Fixed Amount.
Discount Value	For Percentage, the discount percentage. For Fixed Amount, the numerical discount value.
Start Date, End Date, Usage	Placeholders for future updates; currently no functionality.
Status	Active or Inactive. Only Active promotions appear in the Promotions Tab for users.
Description	A clear description of the promotion, displayed on the user screen.

New promotion record with code, discount type, value, status, and description.

Step 3: Define Promotion Rules

Once the code and status are defined, configure the rules that determine when the promotion applies to a timeline. Supported conditional rules:

Total Calculated Fees >
Start Date ≤ Next Quarter
As_Sold_Margin >
Blended Rate ≥
Offshore_Hours % ≥
Nearshore Blend >
Offshore Blend >
Billable Cost >
Non-Billable Cost <
Offshore Hours >
Nearshore Hours >
Billable T&E >
Total Resource Hours >

Tip: Rules can be combined to define the exact conditions under which a promotion or discount applies.

Promotion rules configuration.

Step 4: Apply a Promotion to a Timeline

Navigate to the Timeline and select the Promotions Tab.
Search and select a promotion code from the list, or type the promo code into the input field.

Selecting a promo code on the Promotions tab.

Click Apply Promotion.
If the promotion is applicable, a success message is displayed.
If not, you are prompted to try another promo code.

Result message after applying a promotion.

Click Refresh to update the screen and display the applied discount along with the promo code.

Timeline refreshed with the applied discount and promo code.

Step 5: Verify the Applied Discount

On the Overview Tab, you will see the applied promo code and the corresponding additional discount reflected on your timeline.

Overview tab showing the applied promo code and discount.

Key Takeaway: This streamlined process ensures efficient management of promotions, enabling your team to apply discounts seamlessly while maintaining accuracy and profitability.

Knowledge Article Number: KA-00066