Integrate QuoteX with Certinia PSA

Mapping CodeyLabs QuoteX

with Certinia PSA for

Enhanced Operational Efficiency

Scaling a professional services organization requires a tight link between what is sold (The Quote) and what is delivered (The Project). Gaps in data often lead to:

QuoteX by CodeyLabs is the only Salesforce native Service CPQ built for humans and hours, not just parts and pieces. It bridges the gap between sales promises and delivery reality.

Certinia (formerly FinancialForce) is the gold standard for PSA on the Salesforce platform, offering unmatched depth in resource and project management.

Aligning QuoteX's business units with Certinia's hierarchical structure ensures accurate reporting and resource tagging.

Synchronizing skill taxonomies allows sales to scope based on specific technical requirements that delivery can immediately fulfill.

Direct mapping of bill rates and costs ensures that QuoteX margin calculations are consistent with PSA project accounting.

Translating scoping data into Resource Requests creates immediate visibility for Resource Managers upon quote approval.

Integrated Value Proposition

Both QuoteX and Certinia PSA leverage Salesforce's enterprise-grade security model to protect sensitive financial and resource data.

Extension/POV:

QuoteX Sync Resource Requests in Certinia PSA