AgentExchange

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Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

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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.

Package Contents

If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects
74
Custom Tabs
21
Custom Apps
4

Lightning Components

Global
124
App Builder
3
Community Builder
5

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Platform Cloud
Revenue Cloud CPQ
Salesforce Editions
Enterprise
Unlimited
Developer
Supported Languages
English

Additional Requirements

Before you install the QuoteX tool, you will need to make the following changes to your target Salesforce org. a) Multiple-currency must be enabled. b) Chatter must be enabled.