Native Salesforce App for Professional Services
Stop Guessing. Start Scaling Salesforce Quotes.
Transform complex service scoping, resource loading, and statement of work (SOW) generation into a streamlined, automated workflow inside Salesforce.
100%
Salesforce Native
Instant
SOW Generation
Zero
Spreadsheet Errors
Custom
BYOF Architecture
Engineered for Advanced Services Teams
Packed with robust tools designed to eliminate administrative overhead during the pre-sales cycle.
Scope & Timeline Library
Establish consistent delivery models. Create and reuse verified scope and project timeline configurations with ease.
Dynamic SOW Generator
Instantly convert finalized configuration quotes into formal, professional Statements of Work in PDF or Google Docs.
Advanced Pricing Engine
Manage rate cards, handle dynamic contract discounting, and build line items factoring in travel or unexpected variables.
Resourcing Plan Templates
Map required staffing tiers and hour allocations automatically based on pre-set enterprise configuration rules.
In-Flight Rate Refresh
Easily update live or in-progress open proposals instantly when organization-wide bill rates shift.
Bring Your Own Feature (BYOF)
Extend the core application to accommodate custom parameters matching your organization’s unique operational requirements.
Streamlined Workflow in 3 Steps
How QuoteX bridges the gap between sales estimation and technical delivery execution.
STEP 01
Configure Scope
Select pre-verified scopes, deliverables, and timeline milestones from your institutional library inside the Sales Cloud opportunity.
STEP 02
Automate Resources & Pricing
Apply standard rate cards, compute resource rollups, and factor in margins cleanly without chaotic spreadsheet modifications.
STEP 03
Generate & Close
Instantly compile a professional SOW document and dispatch it to your client, shrinking proposal cycles drastically.
Why Organizations Choose CodeyLabs QuoteX
Traditional quoting results in disconnects between sales teams hunting for deals and delivery teams executing milestones. QuoteX builds alignment natively on Salesforce.
Protect Project Margins
Prevent under-scoping by relying on proven data structures and historical metrics rather than quick estimates.
Seamless Collaboration
Empower sales reps, solution architects, and delivery heads to cooperate directly on a single record platform.
Ready to accelerate your SOW lifecycle?
Learn more about custom implementations, pricing models, and how QuoteX can integrate with your Salesforce environment.
Contact UsFrequently Asked Questions
Is QuoteX built natively on Salesforce?
Yes, QuoteX is fully native, ensuring your data security, workflows, and objects operate natively within your Salesforce Sales Cloud environment.
Can we customize templates for different types of projects?
Absolutely. The Scope & Timeline Library allows you to craft granular, multi-tiered templates for different implementation styles and services offerings.
Trusted by Delivery Leaders
See how organizations use QuoteX to standardize proposals and protect project margins.
Moving from Excel to a systemized quoting tool has been a complete game-changer for how we manage our business.
Joining bookings forecast with a projected revenue forecast is the biggest opportunity with QuoteX.