QuoteX - Free Extensions

We’re excited to introduce a range of free add-ons developed by CodeyLabs to enhance your QuoteX experience. These add-ons are designed to help you unlock greater efficiency and customization in your quoting process.

1. Promote Scopes as Library: This feature enhances the tool by allowing you to promote scopes from quotes to a new library and reuse them effectively.
   
2. QuoteX Dashboard: This allows you to have custom built dashboard powered by salesforce reports data and using chartjs libraries to show the data that helps you make better decisions.
   
3. Advanced SOW Generator: This feature delivers powerful enhancements for creating comprehensive Statements of Work (SOW) with ease.
   
4. Branding Set for QuoteX: This feature helps you align your QuoteX user interface with your company's branding.
   
5. Staffing Rules Adjudication/Timeline Review: This feature provides a systematic approach to ensuring that staffing plans adhere to predefined organizational guidelines. By incorporating minimum percentage prerequisites for specific roles within project timelines, this feature helps maintain consistency, quality, and compliance in project staffing.
   
6. Draft Scopes Using ChatGPT: This feature provides a guided approach to drafting scope descriptions by leveraging ChatGPT. This feature helps users generate structured scope content with minimal effort by facilitating AI-powered assistance in an external ChatGPT session.
   
7. Scopes Matrix View: This feature of PSC QuoteX helps organizations prioritize scopes by evaluating their potential impact against the effort required to implement them. This feature is designed to prevent under-estimating or over-estimating project scopes, ensuring accurate and efficient project planning. It supports the sales and project planning process by aiding in the scoping of projects that are delivered on time and within budget.
   
8. Extended Permission Sets: This package includes predefined permission sets for various Salesforce licenses, allowing you to easily grant QuoteX access to users with different license types.