QuoteX
100% Native Service CPQ for Professional Services & Quoting
By CodeyLabs
- Rating
- 5.0
- Reviews
- 5
- Pricing
- Paid
- From $16 per user per month
- Listed since
- 2026
About QuoteX
Fixing the gap between your sales quotes/estimates and PSA projects.
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.
Highlights
- 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
Screenshots and videos
Image 1 of 32
Pricing
Paid, from $16 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| 30+ User Licenses | $16 per user | Monthly | 15 days |
| 10 - 29 User Licenses | $22.8 per user | Monthly | 15 days |
| 1 - 9 User Licenses | $33.2 per user | Monthly | 15 days |
Volume discount available. Please contact us at info@codeylabs.com for more details.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Platform Cloud
- Revenue Cloud CPQ
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on September 5, 2025
- Industries
- Horizontal Product
- High Tech
- Professional Services
- Languages
- English