Native CPQ Quoting for Professional Services Teams | QuoteX vs Plauti - Instantly assign & route leads, cases, any Salesforce object

QuoteX is a 100% Salesforce-native Service CPQ built specifically for professional services teams. We replace spreadsheets and disconnected tools with a connected flow that bridges sales promises and delivery reality, so you close deals faster and prevent margin leakage. Why This Works No Sync, No Middleware: Push resource demand directly to PSA Tool from Salesforce. Precision Scoping: Standardized scope libraries and visual timeline builders prevent underselling. Real-Time Financials: Global rate cards and staffing rules calculate Average Sales Margin (ASM) as you build. One-Click SOWs: Generate consistent Statements of Work instantly from scoped details. 100% Native Power: Leverage Salesforce security, reporting, and objects without hitting limits. Extends Revenue Cloud: Adds specialized service-quoting capabilities where standard CPQ falls short.

Easily automate assignment for leads, cases and any Salesforce objects. Go beyond simple round robin with criteria-based rules that intelligently assign leads (or other objects) based on capacity, even or weighted distribution, and custom user fields. Flexible capacity models: Capacity-based, even, or weighted round robin. Custom fields and time management: Assign the Owner and/or Custom User Fields, with options for working hours, shifts, and out-of-office status. Dynamic assignment: Add users in bulk based on roles, divisions, and Chatter Groups. Pause assignments when needed. Geolocation-Based routing: Route to the closest rep. SLA management: Reassign on SLA miss. Advanced options: Editable email templates, sophisticated matching rules (skills, profile, territory and more), performance dashboards and audit logs. Free consultancy and 5 * support: Our expert consultancy offers setup optimization, advanced automation, or Salesforce audits to fit your needs. Plauti scales with your business, seamlessly managing multi-stage sales processes across teams, time zones, and pipeline stages. Less time managing leads, more growth. Experience it yourself, try it for free.