Live Demo (Recorded)

Published on June 10, 2026 QuoteX

QuoteX Full Core Platform Demo

QuoteX (a CPQ for Professional Services) - Full Core Platform Demo

Watch the Demo

https://www.youtube.com/watch?v=SSeFRYBx6hY

🔥 Watch this full QuoteX Live Demo and discover how to streamline Professional Services Estimation, Scoping, and Service CPQ, all natively on Salesforce.

What Is QuoteX?

QuoteX is a powerful CPQ (Configure, Price, Quote) solution tailor-made for services-based businesses. If you are looking for a way to automate service estimates, scope projects, build delivery timelines, and generate accurate quotes, this is the demo you do not want to miss.

💡 What You Will Learn in This Demo

1. How to estimate services natively in Salesforce
2. How QuoteX integrates seamlessly with Sales Cloud
3. Creating Scopes, Timelines, and Quotes with ease
4. Automating pricing, staffing, and resource burn forecasting
5. Replacing Excel-based quoting with a structured Salesforce-native solution

Outcome: faster, more accurate service quotes, built and managed entirely inside Salesforce.

⚙️ Ideal For

• Salesforce users in Professional Services
• Solution Engineers, Pre-Sales Teams, and Project Managers
• Firms using Certinia PSA, Klient PSA, or manual spreadsheets

Knowledge Article Number: KA-00156