QuoteX - ERD

Published on May 19, 2026 QuoteX

QuoteX Entity Relationship Overview

The QuoteX architecture is structured around five core entity-relationship modules: Core Quoting, Rate & Staffing, Timeline & Costing, Resource Planning, and Salesforce Standard Objects.

Note: This is a high-level design only, not a complete ERD. Use the links in Chapter 1 for the full diagrams.

Required stakeholders: Integration Architects, Technology Architects, Salesforce Admins

Chapter 1: High Level - Entity Relationship in QuoteX

Time: 10-20 minutes

Full QuoteX ERD: https://help.codeylabs.com/s/quotexerd

Interactive QuoteX ERD: https://help.codeylabs.com/s/quotexinteractiveerd

High-level entity relationship diagram of QuoteX

Chapter 2: Core CRM and Shared Lookups

Time: 2-5 minutes

Core CRM and shared lookups (1 of 2)

Core CRM and shared lookups (2 of 2)

Chapter 3: Scope and Project

Time: 2-5 minutes

Scope and project entities

Chapter 4: Timeline Library

Time: 2-5 minutes

Timeline library entities

Chapter 5: Timeline (Child PSC Quote)

Time: 2-5 minutes

Timeline (Child PSC Quote) entities

Knowledge Article Number: KA-00241