QuoteX Introduction
Published on June 19, 2026 QuoteX
QuoteX - Native Salesforce service quoting and scoping
QuoteX: Quote What You Can Deliver
QuoteX closes the gap between what you quote and what you deliver. Build precise service estimates, see real-time margin, and push resource demand to PSA tools - all natively in Salesforce.
| At a glance: Up to 40% faster quote creation Real-time Average Sales Margin (ASM) visibility One-click SOW generation PSA integration with no middleware 100% native to Salesforce Available on AppExchange/AgentExchange. |
Key Benefits
1. Eliminate Margin Leakage Between Quote and Delivery
Stop leaving money on the table when sales promises don't match delivery reality. Real-time Average Sales Margin (ASM) visibility shows profit impact before you commit.
2. Cut Quote Creation Time by 40%
Pre-mapped templates and automated scoping logic replace manual spreadsheets. Free your team to focus on winning deals, not fighting formulas.
3. One-Click SOW Generation
Generate professional Statements of Work directly from scoped project details. Consistent, boardroom-ready documents in seconds with no copy-paste errors.
4. Real-Time Margin Protection
Stop underselling roles with data-driven effort estimates. Protect pricing against inflation with in-flight quote rate refresh.
5. Seamless PSA Integration - No Middleware
Push resource demand directly to your PSA tool. Minimize variance between projected and actual delivery margins.
6. Guided Resourcing for Complex Projects
Visual timeline builder simplifies multi-phase resource planning. Empower reviewers to prioritize project quality over quantity.
7. Built for Your Business Logic (BYOF)
Customize QuoteX to match your unique pricing and scoping rules. Scale quoting capabilities as your services organization grows.
8. Native Salesforce Power
100% native - leverage existing security, reporting, and objects without limits. Extends Revenue Cloud with specialized service-quoting capabilities.
9. Close Deals Faster
From opportunity to SOW in one connected flow. Professional proposals that align sales promises with delivery reality.
| The result: sales and delivery work from the same numbers, so the margin you quote is the margin you earn. |
Watch QuoteX in Action
https://www.youtube.com/watch?v=AA6xo1kEGpM
Get QuoteX
Install QuoteX from the Salesforce AppExchange.
QuoteX listing on Salesforce AppExchange - click to open
See More
- Bottom-Up Project Scoping
- Resource Efficiency Transition
- QuoteX Demo - Part 1
- QuoteX Demo - Part 2
- QuoteX Full Live Demo/Webinar
Knowledge Article Number: KA-00212