QuoteX Lite - Layout

QuoteX Lite Layout - A Native Salesforce Experience for QuoteX

This add-on is available for a one-time purchase for all active QuoteX Subscribers.

QuoteX Lite Layout is an add-on for QuoteX designed to enhance the user experience by making it look and feel more native to Salesforce. With this add-on, users can leverage the full power of Salesforce Dynamic Forms, Dynamic Highlight Panels, inline editing, and conditional formatting. By simply installing QuoteX Lite Layout and allocating the provided record page (or cloning it for customization), users can immediately transform their QuoteX interface into a more seamless and intuitive experience.

Key Highlights

• Salesforce Native Look & Feel – Adapts QuoteX to align with Salesforce UI standards.
• Dynamic Forms Support – Easily configure and display fields based on user profiles, record types, or conditions.
• Dynamic Highlight Panels – Showcase critical quote details dynamically.
• Inline Editing – Edit quotes directly from the record page without additional clicks.
• Conditional Formatting – Apply rules to highlight key information.
• Quick Setup – Takes just a few minutes to configure and use.
• Native Action Buttons – Supports key QuoteX actions like Add New Timeline, Add from Timeline Library, and Clone Quote.
• Enhanced Readability – Built on native layouts for improved accessibility and user experience.

Benefits

• Faster Adoption – Users familiar with Salesforce will find QuoteX more intuitive.
• Increased Productivity – Reduce navigation time with inline editing and dynamic panels.
• Customization Flexibility – Modify the record page to suit specific business needs.
• Future-Proof – Stay aligned with Salesforce UI enhancements and best practices.
• Seamless Integration – No complex configurations, just install and go.

With QuoteX Lite Layout, you can achieve a Salesforce-native quoting experience effortlessly. Install today and elevate your QuoteX interface!

Installation and Setup

Prerequisites

• This add-on package requires PSC QuoteX version 1.75 or higher to be installed.
• An active license for PSC QuoteX is necessary to install this add-on. If you do not have an active license, installation will not be possible.
• If you have an active license but your current version of PSC QuoteX is below 1.75, you must upgrade to version 1.75 or higher before you can install this add-on.

Use this URL to proceed with the installation.

• Open the installation URL in your browser.
• Log in to the Salesforce org where you want to install the package.
• Select Install for All Users to apply the package with a sitewide license.
• Check the box for I acknowledge... since this managed package is not listed on AppExchange.
• Click Install to complete the process.

After successful installation, configure QuoteX to unlock its full capabilities.

Change the Lightning Experience Override to Standard Page. (Note: This step is not needed, with QuoteX core v1.79 and above installed)

Activate the new Record Page named QuoteX Lite Record Page or create a clone to activate.

Explore the screenshots below to see how QuoteX transforms with the QuoteX Lite Layout, providing a more native Salesforce experience with dynamic forms, inline editing, conditional formatting, and enhanced usability.

Quote View

Timeline View

SLDS 2.0