QuoteX - Paid Extensions

Published on May 14, 2026 QuoteX

Which QuoteX Add-On Solves Your Challenge?

If quoting feels slow, margins are slipping or revenue is hard to predict, there is an add-on built for that. Find your challenge below and see the benefit you can expect.

Pay once, use for good. Every add-on is a one-time purchase for active QuoteX subscribers, with setup and user guides included and fixed-fee customization available.

Quick Guide: Challenge to Solution

If you are facing this...	Use this add-on	And you get
Building project timelines by hand takes hours	Smart Timeline Builder	A full timeline in two steps
Every proposal starts from scratch	Pull Past (Analogous Quoting)	Faster, consistent, accurate quotes
Discounts erode your margins	Automated Promotions	Controlled discounts, protected profit
You cannot predict future revenue	Revenue Schedule	Real-time revenue forecast by period
Resource requests are slow and error-prone	Sync Resource Requests	One-click requests, fewer mistakes
Scope changes and reductions are hard to quote	Timeline Amendment	Clean change and reduce orders

Challenges and How We Solve Them

Quoting takes too long

The challenge: Your team rebuilds timelines and scopes for every opportunity, and each quote looks different.

Use these add-ons:

Smart Timeline Builder: turn scoping and sizing into a complete timeline in two steps, with rate cards applied and hours evenly distributed. Benefit: hours saved on every quote.
Pull Past (Analogous Quoting): reuse scopes, effort and timelines from your past winning quotes. Benefit: consistent proposals and data-driven pricing.
Resource Filter by Practice or Region: filter resources by practice and region. Benefit: the right people, found faster.

Discounts and fees hurt profitability

The challenge: Reps discount ad hoc, add-on fees are calculated by hand, and margins quietly shrink.

Use these add-ons:

Automated Promotions: apply percentage or fixed discounts with promo codes such as BIGDEAL10 or OFFSHORE25. Benefit: close deals faster while keeping control of margin.
Percent of Total (POT) Billing: add technology, licensing or admin fees as a transparent percentage line item. Benefit: accurate billing customers can clearly see.

Revenue and resourcing are hard to see

The challenge: Forecasts live in spreadsheets, and resource requests are raised manually after the deal moves.

Use these add-ons:

Revenue Schedule: view projected revenue by week, month, quarter or year, updated as hours and rates change. Benefit: confident planning and forecasting.
Sync Resource Requests: create resource requests from any opportunity stage in one click. Benefit: faster staffing with fewer errors.

Changes and renewals create rework

The challenge: Standard change orders cannot reduce hours, and subscription orders live outside Salesforce.

Use these add-ons:

Timeline Amendment (Change Orders): use negative hours to create reduce orders, with original line items locked. Benefit: accurate, auditable change orders.
Quote to Order Lite: go from subscription quote to order and invoice inside Salesforce. Benefit: a faster sales cycle with less manual effort.

Your team finds QuoteX hard to adopt

The challenge: Users expect a familiar Salesforce experience.

QuoteX Lite - Layout: a native look and feel with Dynamic Forms, Dynamic Highlight Panels, inline editing and conditional formatting. Benefit: faster adoption, set up in minutes.

Early Access Programs

These extensions are in pilot. Contact us to join early access.

Collection Forecasting: want forecasts based on real collections? Forecast from invoices against quota.
QuoteX Timesheet: need time and expense tracking without external tools? Get it 100% inside Salesforce.

Not sure which add-on fits? Contact the CodeyLabs team and we will help you choose. Need a tailored version? We offer fixed-fee engagements to modify any add-on to your requirements.

Knowledge Article Number: KA-00252