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

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