Analogous Quoting - Historical Quote
Published on February 8, 2026 QuoteX
Analogous Quoting / Pull Past
Build new proposals faster by pulling scopes, effort estimates and timelines from your past QuoteX quotes.
| Availability This add-on is available as a one-time purchase for all active QuoteX subscribers. |
What Is Analogous Quoting?
Creating accurate and competitive quotes can be time-consuming, especially for complex scopes and timelines. The QuoteX Analogous Quoting add-on streamlines this by letting you reuse historical quotes. By pulling scope details, timelines and key parameters from past quotes, you can keep proposals consistent, reduce manual effort and improve pricing accuracy.
It works for professional services, consulting and product-based quotes alike, so your sales and operations teams can deliver winning proposals with confidence.
Key Features
| Feature | What It Does | Benefit |
|---|---|---|
| Historical Quote Analysis | Retrieves scopes, timelines and pricing details from past quotes. | Build accurate proposals quickly. |
| Smart Similarity Matching | Helps you find past quotes that align with the current opportunity. | Less repetitive manual research. |
| Scope and Timeline Auto-Pull | Populates scope details, milestones and estimated delivery timelines from previous successful quotes. | Faster, consistent starting point. |
| Customizable Adjustments | Lets you modify the retrieved data to fit specific customer requirements. | Flexibility with consistency. |
| Efficiency and Accuracy | Uses historical insights to guide pricing. | Fewer errors, data-driven pricing. |
Prerequisites
- QuoteX version 1.75 or higher must be installed.
- An active QuoteX license is required. Without one, the add-on cannot be installed.
- If your QuoteX version is below 1.75, upgrade to 1.75 or higher before installing this add-on.
| Important Installation is not possible without an active QuoteX license and version 1.75 or higher. |
Installation
With the installation URL provided, you have 15 days to set up and trial the package. Use the URL to proceed:
- Open the installation URL in your browser.
- Log in to the Salesforce org where you want to install the package.
- Select Install for All Users to apply the package with a sitewide license.
- Check the box for I acknowledge..., since this managed package is not listed on AppExchange.
- Click Install to complete the process.
After a successful installation, configure QuoteX to unlock the full capability.
Configuration
Configure the Pull Past tab for both the Scope and Schedule views. Each uses a custom metadata type.
| Setting | Scope Size Effort | Timeline |
|---|---|---|
| Custom metadata type | PSC Additional Scope Tab | PSC Additional Schedule Tab |
| New record | Add a record for the Pull Past tab | Add a record for the Pull Past tab |
| Lightning Component | psce_ext:PSC_Analogous_Scoping | psce_ext:PSC_AnalogousScheduling |
| Result | Loads in the Scope Size Effort view as a new tab | Loads in the Timeline view as a new tab |
| Setup complete Your Pull Past feature is now configured for both Scopes and Timeline. Next, see how it works. |
How to Pull Past for Scope Size Effort
Step 1: Access the feature
Navigate to the Scope Size Effort section and locate the Pull Past tab.
The Pull Past tab within the Scope Size Effort section.
Step 2: Retrieve past quotes
- Click Pull Past to display a list of primary quotes owned by you (where you are the owner in the custom field on the quote's Overview tab).
- Use the search bar to find a specific quote by keyword.
- Select the desired quote to proceed.
Searching and selecting a past quote.
Step 3: Select and pull scope data
On the next screen, all active scopes from the selected quote are pre-checked and ready for import.
Active scopes pre-checked for import.
Step 4: Proceed and finish
Click Proceed and then Finish to complete the process.
Completing the scope pull.
Step 5: Review the imported data
- Navigate to the Scope Size Effort tab.
- All scopes, along with their associated efforts, are imported.
- Historical quote data saves time and keeps projects consistent.
Imported scopes and efforts in Scope Size Effort.
| Success All scopes and their efforts from the past quote now appear in your current quote. |
How to Pull Past for Timeline
Step 1: Create a blank timeline
Begin by setting up a new, blank timeline.
A new blank timeline.
Step 2: Initiate Pull Past
Click the Pull Past tab, review the on-screen disclaimer and click Start.
The Pull Past tab disclaimer.
Step 3: Select a past quote
Search for a relevant past quote from the list, click Next and then select the appropriate timeline.
Selecting the timeline from a past quote.
Step 4: Finalize and review
Click Proceed to initiate the data pull.
Starting the timeline data pull.
When processing is complete, the page refreshes automatically and the selected timeline from the past quote is available for use.
The imported timeline from the past quote.
Key Takeaways
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Knowledge Article Number: KA-00061