Analogous Quoting - Historical Quote

Analogous Quoting/Pull Past

This add-on is available for a one-time purchase for all active QuoteX Subscribers.

Introduction

Creating accurate and competitive quotes can be time-consuming, especially when dealing with complex scopes and timelines. QuoteX AddOn Analogous Quoting streamlines this process by allowing you to leverage historical quotes to build new proposals effortlessly. By pulling scope details, timelines, and key parameters from past quotes, you can ensure consistency, reduce manual effort, and enhance pricing accuracy. Whether you’re handling professional services, consulting projects, or product-based quotes, QuoteX empowers your sales and operations teams to deliver winning proposals with confidence.

Key Features

✅ Historical Quote Analysis – Retrieve relevant scopes, timelines, and pricing details from past quotes to create accurate proposals quickly.

✅ Smart Similarity Matching – Easily identify past quotes that align with the current opportunity, reducing the need for repetitive manual research.

✅ Scope and Timeline Auto-Pull – Automatically populate scope details, milestones, and estimated delivery timelines based on previous successful quotes.

✅ Customizable Adjustments – Modify retrieved data as needed to fit specific customer requirements while maintaining consistency.

✅ Efficiency and Accuracy – Minimize errors and ensure data-driven pricing with historical insights.

Installation and Setup

Prerequisites

• This add-on package requires QuoteX version 1.75 or higher to be installed.
• An active license for QuoteX is necessary to install this add-on. If you do not have an active license, installation will not be possible.
• If you have an active license but your current version of QuoteX is below 1.75, you must upgrade to version 1.75 or higher before you can install this add-on.

With the installation URL provided, you now have 15 days to set up and trial the package. Use this URL to proceed with the installation.

• 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 successful installation, configure QuoteX to unlock its full capabilities.

Configure the Pull Past Tab for Additional Scope Tab.

• Open the PSC Additional Scope Tab custom metadata type.
• Add a new record to include the Pull Past tab.
• Set the value for the Lightning Component field to "psce_ext:PSC_Analogous_Scoping".
• This ensures that the component dynamically loads in the Scope Size Effort view as a new tab.

Configure the Pull Past Tab for Additional Schedule Tab.

• Open the PSC Additional Schedule Tab custom metadata type.
• Add a new record to include the Pull Past tab.
• Set the value for the Lightning Component field to "psce_ext:PSC_AnalogousScheduling".
• This ensures that the component dynamically loads in the Timeline view as a new tab.

Congratulations That's it, your Pull Past feature is configured for both Scopes and Timeline.

Lets see how it works.

Pull Past for Scope Size Effort

• Access the Feature
• Navigate to the Scope Size Effort section.
• Locate the Pull Past tab within this section.

Retrieve Past Quotes

• Click Pull Past to display a list of primary quotes owned by you (i.e., where you are defined as the owner in the custom field on the Overview tab of the quote).
• Use the search bar to find a specific quote by entering relevant keywords.
• Select the desired quote to proceed.

Select and Pull Scope Data

• On the next screen, all active scopes from the selected quote will be pre-checked and ready for import.

• Click Proceed and then Finish to complete the process.

Review the Imported Data

• Navigate to the Scope Size Effort tab.
• You will see that all scopes, along with their associated efforts, have been successfully imported.
• This feature helps save time by leveraging historical quote data while ensuring consistency across projects.

Pull Past for Timeline

Create a Blank Timeline

• Begin by setting up a new, blank timeline.

Initiate Pull Past

• Click the Pull Past tab.
• Review the on-screen disclaimer and click Start.

Select a Past Quote

• Search for a relevant past quote from the list.
• Click Next and then select the appropriate timeline.

Finalize and Review

• Click Proceed to initiate the data pull.

• Once processing is complete, the page will refresh automatically.
• The selected timeline from the past quote will now be available for use.

This streamlined approach ensures efficiency by utilizing existing historical data, reducing manual effort, and maintaining consistency.