
QuoteX - 100% Native Service CPQ for Professional Services & Quoting for Salesforce AppExchange
By CodeyLabs
QuoteX - 100% Native Service CPQ for Professional Services & Quoting is the #22 ranked forecasting app on Salesforce, with a 5.0 average rating from 5 reviews, as a paid app, as of Sep 12, 2026.
QuoteX - 100% Native Service CPQ for Professional Services & Quoting is a Salesforce AppExchange app by CodeyLabs. With a rating of 5.0★ from 5 reviews, it currently ranks #22 in the Forecasting category.
AppRanks data: QuoteX - 100% Native Service CPQ for Professional Services & Quoting ranks #22 in Forecasting on Salesforce AppExchange, placing it in the top 47% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
QuoteX - 100% Native Service CPQ for Professional Services & Quoting is a category-leading Salesforce app with a limited review volume. It is listed in the Forecasting category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 5 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Published by CodeyLabs — established developer track record
Cons
- −Limited review base (5) — ratings can shift significantly with new feedback
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About QuoteX - 100% Native Service CPQ for Professional Services & Quoting
How QuoteX - 100% Native Service CPQ for Professional Services & Quoting works
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.
Key features
- 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
Category rankings
As of Sep 12, 2026- Forecasting#22of 47Top 47%
- Lead And Opportunity Management#30of 84Top 36%
- Sales Methodologies#34of 94Top 37%
- Project Management#52of 155Top 34%
- Quotes And Orders#56of 214Top 27%
- Sales Productivity#68of 204Top 34%
- Document Generation#92of 147Top 63%
- Sales#508of 1,766Top 29%
- Productivity#590of 1,662Top 36%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
QuoteX - 100% Native Service CPQ for Professional Services & Quoting ranks for 16 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #5
- Rank #2
- Rank #3
Competitors & alternatives
QuoteX - 100% Native Service CPQ for Professional Services & Quoting doesn't have curated competitor matchups yet. Other tracked forecasting apps on Salesforce:
Frequently asked questions
What is QuoteX - 100% Native Service CPQ for Professional Services & Quoting?
QuoteX - 100% Native Service CPQ for Professional Services & Quoting is an app for Salesforce. It currently holds a 5.0-star rating from 5 merchant reviews, and it has been listed on the marketplace since 2026. It is listed under the Forecasting category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by CodeyLabs.
Is QuoteX - 100% Native Service CPQ for Professional Services & Quoting free?
QuoteX - 100% Native Service CPQ for Professional Services & Quoting does not offer a permanent free plan on Salesforce. Pricing starts at 16, and the listed tiers are 30+ User Licenses, 10 - 29 User Licenses, 1 - 9 User Licenses. Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses QuoteX - 100% Native Service CPQ for Professional Services & Quoting?
QuoteX - 100% Native Service CPQ for Professional Services & Quoting is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Forecasting category on Salesforce.
Where does QuoteX - 100% Native Service CPQ for Professional Services & Quoting rank on Salesforce?
QuoteX - 100% Native Service CPQ for Professional Services & Quoting currently sits at position #22 in the Forecasting category on Salesforce. That places it in the top 47% of 47 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does QuoteX - 100% Native Service CPQ for Professional Services & Quoting integrate with?
QuoteX - 100% Native Service CPQ for Professional Services & Quoting lists 4 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Platform Cloud, Revenue Cloud CPQ, Sales Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.