QuoteX - Paid Extensions

We’re excited to introduce a range of paid 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.

What's Included?

Each add-on comes with:

1. One-time pricing for each paid add-on.
   
2. Setup and user guides for seamless onboarding.

If you need modifications to meet your specific requirements, we offer fixed-fee engagements to tailor these solutions as per your needs.

1. Revenue Schedule: Displays projected revenue in a detailed schedule format, breaking down each time period (e.g., week, month, quarter, or year) for clear financial planning and forecasting.
2. Smart Timeline Builder: A powerful tool designed to streamline the process of building project timelines by converting scoping and sizing efforts into automated timelines.
3. Sync Resource Requests: Allows users to generate resource requests directly from any opportunity stage in Salesforce with a single click. This enhancement streamlines the resource allocation process, ensuring efficiency and reducing the likelihood of errors.
4. Percent Of Total: Allows users to effortlessly calculate and apply a percentage of total project fees as an additional fee under "Other Costs."
5. Quote to Order: Designed to revolutionize the subscription product lifecycle by seamlessly integrating quote-to-order processes within Salesforce. This comprehensive solution simplifies the way businesses manage subscription products and services, from generating accurate quotes to order fulfillment and invoicing.
6. Promotion: Designed to streamline your sales process, QuoteX equips your team with powerful tools to apply discounts, manage promotions, and close deals faster—all while ensuring profitability.
7. Pull Past (Analogous Quoting): Allowing you to leverage historical quotes to build new proposals effortlessly. By pulling scope details, timelines, and key parameters from past quotes, you can ensure consistency, reduce manual effort, and enhance pricing accuracy.
8. Resource Filter By Practice or Region: Enhances the resource selection experience by allowing users to filter resources in the resource typeahead search based on their Practice(s) and Region(s). This feature provides more granular control, enabling users to quickly find the right resources based on organizational hierarchy and geographical location.
9. QuoteX Lite - Layout: 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.

and more....