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QuoteX - 100% Native Service CPQ for Professional Services & Quoting

Fixing the gap between your sales quotes/estimates and PSA projects.

Overview

QuoteX is a 100% native Salesforce platform solution built for seamless scoping, sizing, estimating, and SOW. Build proposals, generate accurate quotes, create project timelines, track allocations and generate resource requests all natively in Salesforce.

See How QuoteX - 100% Native Service CPQ for Professional Services & Quoting Works

1. Efficiency and Productivity . Eliminate manual entry errors with automated scoping and sizing logic . Free your team to focus on strategy instead of fighting with formulas
2. Faster Turnaround . Slash quote creation time by up to 40% using pre-mapped templates . Close deals faster with professional, boardroom-ready proposals
3. Sync services with Salesforce Revenue Cloud . Seamlessly estimate professional services. . Sync estimates into Revenue Cloud at the click of a button
4. Consistent Pricing and Proposals . Protect your Average Sales Margin (ASM) with real-time financial visibility . Stop underselling roles with accurate, data-driven effort estimates
5. Built-in SOW Generator . Generate professional Statements of Work with a single click . Automatically pull scoped project details directly into your contracts
6. Universal PSA Compatibility . Minimize variance between projected sales margins and actual delivery margins . Map data seamlessly to any salesforce native PSA tool.
7. Bring Your Own Feature (BYOF) . Customize QuoteX to fit your unique business logic and project needs . Scale and extend your quoting capabilities as your services org grows
8. In-Flight Quote Rate Refresh . Update "in-flight" quotes to latest organizational rates with one click . Protect your margins against inflation and annual cost adjustments
9. Guided Selling . Simplify complex resourcing with an intuitive, guided timeline builder . Empower reviewers to prioritize project quality over quantity

QuoteX is the only 100% Salesforce-native Service CPQ purpose-built for professional services and construction. We replace manual spreadsheets with a connected flow that bridges the gap between sales promises and delivery reality, helping teams close deals 40% faster. Precision Scoping: Build and iterate scope using standardized libraries to prevent underselling. Visual Timelines: Align resource effort with delivery standards using an intuitive visual builder. Smart Financials: Apply global rate cards and staffing rules to calculate Average Sales Margin (ASM) in real-time. Scalable Estimations: Extends Salesforce Revenue Cloud with specialized service-quoting capabilities. One-Click SOWs: Instantly generate professional, consistent Statements of Work from scoped details. "Zero-Sync" PSA Integration: Seamlessly push resource demand to Certinia, Mission Control, or Klient without middleware. 100% Native Power: Leverage existing Salesforce security and reporting without hitting object or tab limits.