Supercharging QuoteX: A Guide to Official & Popular Extensions

CodeyLabs extends QuoteX with add-ons that speed up quoting, protect margins and improve revenue visibility. Start with the free add-ons, then add paid extensions where your challenges need them.

8

Free add-ons

10

Paid add-ons (one-time)

2

Early access programs

No additional cost: provided free to all active QuoteX subscribers.

Turn proven quote scopes into a reusable Scope Library.

• Convert selected quote scopes into a new Scope Library in a few clicks
• Libraries are created in draft status for SME review and approval
• Reuse approved scopes across future quotes for faster, consistent estimates

Learn more: Promote Scopes as Library guide

Create comprehensive Statements of Work with far less manual effort.

• Use merge fields from SOQL queries, including one level of related records
• Pull active timelines straight into the document
• Save the generated SOW directly to the Quote record
• Global search-and-replace across the document

Learn more: Advanced SOW Generator guide

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

• Set custom colors for headers, widgets, grid headers, highlight boxes and timeline rows
• Self-configure by adding a Lightning component in App Builder

Learn more: Branding Sets for QuoteX guide

Make sure staffing plans follow your organizational guidelines.

• Set minimum percentage requirements for specific roles within timelines
• Catch non-compliant staffing plans early

Learn more: Staffing Rules Adjudication / Timeline Review guide

Draft scope descriptions with AI assistance in a guided way.

• QuoteX builds the prompt from Salesforce data
• Run it in an external, free ChatGPT session
• Bring the structured JSON result back as ready-to-use scope items

Learn more: Draft Scopes Using ChatGPT guide

Prioritize scopes by weighing impact against effort.

• Avoid under- or over-estimating scopes
• Allocate resources effectively and plan strategically

Learn more: Scopes Matrix View guide

Grant QuoteX access to users on different Salesforce license types.

• Predefined permission sets for PSC Platform User, Customer Portal User, SME and SE roles
• Optimize Salesforce licensing costs with platform licenses

Learn more: Extended Permission Sets guide

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

• Track forecasted revenue, resource capacity, billable hours and travel costs
• Spot role-based demand trends and pricing margins
• Requires the Percent of Total (POT) Billing and Quote-to-Order Lite add-ons

Learn more: QuoteX SFDC Native Dashboard guide

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.

Challenge: Building project timelines by hand takes hours.

• Turn scoping and sizing into a complete timeline in two steps
• Rate cards applied and hours evenly distributed

Benefit: hours saved on every quote. Learn more

Challenge: Every proposal starts from scratch.

• Reuse scopes, effort and timelines from your past winning quotes

Benefit: consistent proposals and data-driven pricing. Learn more

Challenge: Finding the right resources is slow.

• Filter resources by practice and region

Benefit: the right people, found faster. Learn more

Challenge: Reps discount ad hoc and margins quietly shrink.

• Apply percentage or fixed discounts with promo codes such as BIGDEAL10 or OFFSHORE25

Benefit: close deals faster while keeping control of margin. Learn more

Challenge: Add-on fees are calculated by hand.

• Add technology, licensing or admin fees as a transparent percentage line item

Benefit: accurate billing customers can clearly see. Learn more

Challenge: You cannot predict future revenue.

• View projected revenue by week, month, quarter or year
• Updates as hours and rates change

Benefit: confident planning and forecasting. Learn more

Challenge: Resource requests are slow, manual and error-prone.

• Create resource requests from any opportunity stage in one click

Benefit: faster staffing with fewer errors. Learn more

Challenge: Standard change orders cannot reduce hours.

• Use negative hours to create reduce orders
• Original line items stay locked

Benefit: accurate, auditable change orders. Learn more

Challenge: Subscription orders live outside Salesforce.

• Go from subscription quote to order and invoice inside Salesforce

Benefit: a faster sales cycle with less manual effort. Learn more

Challenge: Users expect a familiar Salesforce experience.

• Native look and feel with Dynamic Forms and Dynamic Highlight Panels
• Inline editing and conditional formatting

Benefit: faster adoption, set up in minutes. Learn more

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

Challenge: Want forecasts based on real collections?

• Forecast from invoices against quota

Learn more

Challenge: Need time and expense tracking without external tools?

• Track time and expenses 100% inside Salesforce

Learn more

Not sure which add-on fits? Visit help.codeylabs.com to contact the CodeyLabs team. Need a tailored version? We offer fixed-fee engagements to modify any add-on.