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Services CPQ for Professional Services: Scope & SOW Automation by QuoteX

Built for what you quote and what you deliver. Try QuoteX free 15 days.

Overview

Professional services teams lose margin and time when quoting in spreadsheets. A native Service CPQ that lets you build role and rate based estimates, AI scoping and SOW generation, and sync quotes to CPQ/RCA and PSA so what you quote is what you deliver.

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See How Services CPQ for Professional Services: Scope & SOW Automation by QuoteX Works

  • Eliminate Margin Leakage Between Quote and Delivery Stop leaving money on the table when sales promises don't match delivery reality. Real-time Average Sales Margin (ASM) visibility shows profit impact before you commit.

  • Cut Quote Creation Time by 40% Pre-mapped templates and automated scoping logic replace manual spreadsheets. Free your team to focus on winning deals, not fighting formulas.

  • One-Click SOW Generation Generate professional Statements of Work directly from scoped project details. Consistent, boardroom-ready documents in seconds -- no copy-paste errors.

  • Real-Time Margin Protection Stop underselling roles with data-driven effort estimates. Protect pricing against inflation with in-flight quote rate refresh.

  • Seamless PSA Integration -- No Middleware Push resource demand directly to your PSA Tool. Minimize variance between projected and actual delivery margins.

  • Guided Resourcing for Complex Projects Visual timeline builder simplifies multi-phase resource planning. Empower reviewers to prioritize project quality over quantity.

  • Built for Your Business Logic (BYOF) Customize QuoteX to match your unique pricing and scoping rules. Scale quoting capabilities as your services organization grows.

  • Native Salesforce Power 100% native -- leverage existing security, reporting, and objects without limits. Extends Revenue Cloud with specialized service-quoting capabilities.

  • Close Deals Faster From opportunity to SOW in one connected flow. Professional proposals that align sales promises with delivery reality.

QuoteX is a 100% Salesforce-native Service CPQ built specifically for professional services teams. We replace spreadsheets and disconnected tools with a connected flow that bridges sales promises and delivery reality, so you close deals faster and prevent margin leakage. Why This Works No Sync, No Middleware: Push resource demand directly to PSA Tool from Salesforce. Precision Scoping: Standardized scope libraries and visual timeline builders prevent underselling. Real-Time Financials: Global rate cards and staffing rules calculate Average Sales Margin (ASM) as you build. One-Click SOWs: Generate consistent Statements of Work instantly from scoped details. 100% Native Power: Leverage Salesforce security, reporting, and objects without hitting limits. Extends Revenue Cloud: Adds specialized service-quoting capabilities where standard CPQ falls short.

Categories

Business Needs
Forecasting
Lead & Opportunity Management
Document Generation
Industries
Horizontal Product
High Tech
Professional Services
Personas
Administrator
Business Operations Manager
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Community Builder
Managed Package
Lightning App Builder