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QuoteX

QuoteX is an all-in-one solution designed to optimize project scoping and quoting workflows. By offering customizable templates, precise cost estimation tools, and seamless Salesforce integration, it empowers teams to streamline their operations efficiently.

124 articles

DRTE

DRTE is a secure, Salesforce-native document automation tool that transforms data into professional files, handles mass merging, manages e-signatures, and automates delivery entirely within your CRM.

67 articles

Feedback360

Feedback 360 is a native Salesforce Lightning survey platform for customer satisfaction, case closure surveys, product reviews, and employee training assessments. Features dynamic question routing, role-based targeting, time-bound surveys, responsive design, advanced analytics, and object integration. Consolidates feedback collection in Salesforce, eliminating external tools and providing actionable customer and employee insights.

25 articles

BYOB

The Build Your Own Branding (BYOB) Suite is a 100% Salesforce-native, no-code solution for customizing the Lightning UI with custom branding, conditional field/row highlighting, and dynamic field labels.

19 articles

Agile Manager

Complete introduction to Agile Manager, a native Salesforce app for agile project management. Learn about releases, sprints, user stories, bug tracking, quality assurance, and QuoteX integration. Discover benefits, key features, and how to get started.

12 articles

Agent Quotey

Deploy and configure Agentforce for Presales with QuoteX v1.75. Set up agent topics, clone permission sets, and activate to automate scoping, estimating, and timeline management. Includes prerequisites, step-by-step configuration, and access control setup.

17 articles