Refresh Rate Card - Behaviour

Published on May 11, 2026 QuoteX

Refresh Ratecard in QuoteX

Keep every active proposal aligned with your latest PSC Rate Cards in a single click, without losing the pricing your sales team has already negotiated.

1. The Challenge: Managing Price Increases

As costs evolve, your team likely revises its PSC Rate Cards annually to increase list prices in line with delivery costs. Once these new rates are announced, it is critical that Sales Engineers can easily apply these latest figures to their active proposals to protect the company's sales margin.

2. How It Works: The "Refresh" Workflow

Step 1 - Administrative Setup

A System Administrator first updates the backend PSC Rate Cards with the new valid dates and pricing.

Within the PSC Setup Tab, the administrator enables the "Refresh Ratecards" capability, signaling to the system that active timelines are eligible for pricing updates.

Note: The Refresh Ratecard button is only displayed to users once the capability is enabled in the PSC Setup Tab.

Step 2 - The User Experience

Sales engineers simply click the newly displayed Refresh Ratecard button. The system automatically fetches the most recent List Price for each resource assigned on the timeline and applies it to the timeline resource.

3. Intelligent Data Preservation

QuoteX is built to respect the work your sales team has already done. The refresh logic follows two core principles:

1. Updates the Baseline: The List Price is updated to the newest corporate standard.
2. Preserves Negotiated Rates: If a sales representative has already manually adjusted the Sell Rate (or Adjusted Rate) to accommodate a specific client negotiation, QuoteX preserves that manual entry rather than overwriting it with the new default.

Result: Corporate pricing stays current while custom, manually negotiated sell rates stay protected.

Field Update Behavior by Level

4. Real-Time Validation & Compliance

After the refresh is complete, the system immediately applies the update to the resource list price and adjusted rate.

Conclusion

With the Refresh Ratecard feature, QuoteX bids farewell to the "cells of uncertainty" found in manual spreadsheets. Your team can move forward with confidence, knowing their quotes are always backed by the most accurate, up-to-date financial data while maintaining the flexibility needed to close the deal.

Knowledge Article Number: KA-00244