Salesforce Collection Forecasting Dashboard

Stop Quoting in Spreadsheets. Start Winning Deals with QuoteX.

Seamless Salesforce E-Signatures | 100% Salesforce Native with DRTE

DRTE: The 100% Native Document Generation Solution for All Salesforce Objects

QuoteX Accelerator: Boost Your Outcome-Based Contracts with Service Commitments

#1 Salesforce-native solution for outcome based selling model for professional services.

Win More Bids: Fast & Accurate Quoting with QuoteX for IT Solutions

AI Se Bina Tuition Bacchon Ka Test Taiyaar Karein! | ChatGPT Mobile Demo

5 Minute Mein Cement Quotation Kaise Banaye? | QuoteX Live Demo | Construction Business Ke Liye

5 Minute mein IT Project Estimate Kaise Banaye? | QuoteX AI Scope Hack LIVE Demo!

How I Created a Project Estimate in 5 Minutes Using QuoteX | Fast & Accurate Pre-Sales Demo

How AI Summaries are Revolutionizing Pre-Sales Efficiency

Salesforce Onboarding: Instant UX Guidance & Zero Confusion for New Reps!

Best Estimation tool for Staffing Agencies on Salesforce: Boost Delivery Margin & Profitability

Manage Project Finance with QuoteX Automates Staffing, Expenses & Real-Time Cash Flow

Forecasting based on Opportunities gave us hope. Forecasting based on Invoices gave us clarity.

Salesforce Collections Forecasting: Real-Time Cash Flow & Invoice Visibility (No More Guesswork!)

How Law Firms Can Create Fast, Accurate Legal Quotes with QuoteX | Built on Salesforce

Apply color to your Salesforce Actions buttons on record pages with Branding Sets

1 QuoteX Installation Step

2 QuoteX Permission Setup

4 QuoteX Global Picklists Setup

6 ADMIN QuoteX Highlight Items Setup

7 ADMIN QuoteX Regions Setup

8 ADMIN QuoteX Practices & Skills Setup

9 ADMIN QuoteX External Resources Setup

10 ADMIN QuoteX Other Costs Setup

5 ADMIN QuoteX Custom Metadata Setup

QuoteX Demo | CPQ for Services on Salesforce | Estimate Pro Services & Integrate with Sales Cloud

11 ADMIN QuoteX Document Templates Setup

1 SME QuoteX SME Scope Libraries Setup

2 SME QuoteX SME Staffing Rules Setup

3 USER QuoteX Account:Customer Specific Rates

2 USER QuoteX User Timeline, Quote History, SOW Generation, Survey, Project

1 USER QuoteX User Scoping Sizing Module

Salesforce Service Cloud: Boost Agent Productivity with Home Carousel Banner!

Create AI-Powered Mock Tests Instantly! Feedback360 Demo (Auto-Generate Exams with ChatGPT)

Agentforce for Pre Sales Demo: Instant Scoping & Cost Estimation in Real-Time

Agentforce in Action: AI for Pre-Sales Demo (Witness Its Evolution!)

Effort Estimation from Zoom Meeting Transcripts using AgentForce for Pre Sales

AgentForce for Pre-Sales: Chat-Based Cost Estimation for Any IT Project (Onshore vs Offshore)

AgentForce for Pre-Sales | Close Deals Faster with Smart Resource Reassignment

Add a Contingency Buffer to Your Quote in Seconds with AgentForce for Pre Sales | Slack + Salesforce

TDX Bangalore Swag with a Twist | CodeyLabs + Feedback360 Interactive Survey Demo

How to Instantly Estimate Salesforce Projects on Discovery Calls | AgentForce for Pre-Sales Demo

Agentforce for Pre-Sales: Real-Time Service Estimation with Chat Assistance

QuoteX for professional services, on salesforce

Part 1 Full Demo of QuoteX

Part 2 Full Demo of QuoteX

Agentforce for Pre-Sales: Apply Discounts in Real-Time During Customer Calls

AgentForce for Pre-Sales: Generate Accurate SOWs Through Conversational Interaction

Quick Sneak Peek – Flow of Experience (Professional Services Industry)

Flow of Experience: Professional Services Automation Suite in Salesforce!

From Scoping to SOW – All Within Slack! - Grounded by QuoteX

QuoteX: The Ultimate Pro Services Scoping & Quoting Extension for Salesforce Revenue Cloud

Agentforce for Pre-Sales | Instantly Generate Rough Order of Magnitude Estimates

AgentForce for Pre-Sales | Effortless Discounting with AI - Part 6

Highlight Critical Fields on Salesforce Record Pages by DATE (No Code required!)

Agentforce for Pre-Sales | AI-Powered SOW Generation - Part 5

Agentforce for Pre-Sales | AI-Powered Resourcing - Part 4