FAQ: Technical Troubleshooting & System FAQ

1. Can I change the colors of 'Actuals per phase' and 'Actuals per week'?

Yes, you can modify these colors by adjusting the Salesforce native organization's Themes & Branding settings under Setup. It’s recommended to choose a branding that provides strong contrast for better readability. Alternatively, you can explore our Branding Sets for QuoteX free Add-on extension for more customization options.

2. Can custom formula fields be added to QuoteX to modify core functionality?

While QuoteX allows the addition of custom fields, modifying core product formula fields that impact commercial calculations is not recommended. Such changes can affect stability and require extensive regression testing to ensure functionality remains intact.

3. How can I add a new highlight item to the Timeline Overview section in QuoteX?

To add a new highlight item, navigate to the Pre-Sales Cloud Admin App, go to the PSC Highlight Items tab, and set the reference object, display location, and order for the new item.

4. How can I adjust resource levels in the rate card to align with organizational roles?

If your organization lacks defined levels for all roles, consider creating role names that include levels (e.g., Senior Developer L1, L2, L3) to simplify management. This helps avoid the complexity of maintaining multiple levels in the rate card. You can also use Resource Level picklist values to categorize roles.

5. How can I show a rollup of a new field created on the timeline in the Opportunity record?

To display a new custom field rollup on the Opportunity record, the data must flow from the timeline (child quote) to the parent quote. Since there may be multiple child quotes/timelines, ensure that only the data from the primary quote is rolled up to the Opportunity or the Quote Request.

6. What is the data model for QuoteX, and how are quotes structured?

In QuoteX, the Quote object includes a self-referential lookup (API Name: psce__Parent_Estimate__c). A quote with a parent quote value represents a timeline, while a quote without this value is the master quote that aggregates data from all active timelines.

7. What are the criteria for triggering automation for new field rollups?

Automation should be triggered when:

• A timeline (child quote) is marked as active or inactive (psce__Is_Active__c).
• The new field value on the timeline changes.
• The parent or current quote is marked as primary (psce__Default__c).

8. How do I achieve a roll-up of a new field using QuoteX’s data model?

You can create a flow or trigger automation that pulls the new field value from all active timelines (quote records with a parent quote equal to the current quote). The aggregated value can then be saved into a summary field on the Quote Request object, which will be rolled up to the Opportunity.

9. What kind of relationships exist in the QuoteX object model for Scope and Timeline?

The relationships between Scope and Timeline are lookup relationships, not master-detail. This structure requires the use of flow automation to handle data rollups and aggregation.