QuoteX - Free Extensions

Published on May 14, 2026 QuoteX

QuoteX Free Add-ons by CodeyLabs

Overview

CodeyLabs offers a range of free add-ons that extend QuoteX with greater efficiency, consistency, and customization in your quoting process. Here are the key benefits of each one.

1. Promote Scopes as Library

Turn proven scopes from your quotes into a reusable, organized Scope Library.

1. Convert selected quote scopes into a new Scope Library in a few clicks
2. Libraries are created in draft status for Subject Matter Expert (SME) review and approval
3. Reuse approved scopes across future quotes and projects for faster, consistent estimates

2. Advanced SOW Generator

Create comprehensive Statements of Work (SOW) with far less manual effort.

1. Use merge fields from SOQL queries, including one level of related records
2. Pull active timelines straight into the document, with no copy-pasting from Excel
3. Save the generated SOW directly to the Quote record
4. Download the generated document as docx as well.
5. Replace text across the whole document with global search-and-replace

3. Branding Sets for QuoteX

Align the QuoteX user interface with your company's branding.

1. Set custom colors for headers, widgets, grid headers, highlight boxes, and timeline rows
2. Configure it yourself by adding a Lightning component in App Builder
3. Give your teams a polished, familiar look on the Quote record page

4. Staffing Rules Adjudication / Timeline Review

Make sure staffing plans follow your organizational guidelines.

1. Set minimum percentage requirements for specific roles within project timelines
2. Maintain consistency, quality, and compliance in project staffing
3. Catch non-compliant staffing plans before they go further

5. Draft Scopes Using ChatGPT

Draft scope descriptions with AI assistance in a guided way.

1. QuoteX builds the prompt for you from Salesforce data
2. Run it in an external, free ChatGPT session
3. Bring the structured JSON result back as ready-to-use scope items
4. Reduce manual effort and improve the accuracy of first drafts

6. Scopes Matrix View

Prioritize scopes by weighing potential impact against the effort required.

1. Avoid under- or over-estimating project scopes
2. Allocate resources more effectively and plan strategically
3. Support projects delivered on time and within budget

7. Extended Permission Sets

Grant QuoteX access to users on different Salesforce license types.

1. Predefined permission sets for PSC Platform User, Customer Portal User, SME, and SE roles
2. Optimize Salesforce licensing costs with cost-effective platform licenses
3. Assign role-tailored access quickly and consistently

8. QuoteX SFDC Native Dashboard

Pre-built reports and dashboards for visibility into your QuoteX data.

1. Track forecasted revenue, resource capacity, billable hours, and travel costs
2. Spot role-based demand trends and pricing margins
3. Give sales leaders, finance, and delivery managers clear operational visibility
4. Requires the Percent of Total (POT) Billing and Quote-to-Order Lite add-ons

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Knowledge Article Number: KA-00251