How can we automatically filter available rate cards during quoting so users only see rates relevant to a specific Customer Account or Subcontractor?

Published on September 25, 2026 QuoteX

To restrict rate card options based on deal attributes, combine account-level assignments with filtering rules:

1. For Customer-Specific Rates:
2. Assign Account-Specific Negotiated Rates directly to each customer's Account record. This ensures Customer A's negotiated rates are never visible when quoting Customer B.
3. For Subcontractor Rates:
4. Group subcontractor rates using PSC Practices designated specifically for subcontractors.
5. Use the QuoteX Rate Filter Add-on to dynamically filter subcontractor rate options on the fly based on whether the deal requires subcontractor resources.

Knowledge Article Number: KA-00429