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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
Agent Quotey
Agentforce for presales (a.k.a Agent Quotey) is an agentic AI add-on that leverages native Salesforce capabilities to streamline presales, quoting, and timeline management.
17 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.
68 articles
Feedback360
Feedback 360: Native Salesforce lightning survey platform for customer satisfaction, case closure surveys, product reviews, and employee training assessments. Features include dynamic question routing, role-based targeting, time-bound surveys, responsive design, comprehensive analytics, and object integration. Centralizes feedback collection, eliminates external survey tools, and provides actionable customer and employee insights directly in Salesforce.
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
Dynamic Carousel Banner
This tool delivers interactive, customizable notification banners across any Salesforce Cloud to drive user engagement, training, and company updates.
3 articles