Finding similar quotes, let it be by customer, sales area, product or even product configuration is a frequently requested feature. Especially if your business model is more indirect e.g., via value-added distributors, who are involved in the same project, it becomes an essential part of the sales process to ensure a consistent offer and pricing for all distributors bidding for the same tender. Hence, it is critically important for sales representatives to have a holistic picture about the tender/project so that they can make informed strategic decisions.
To cater for these use cases, MX introduces a Similar Quotes Check feature which provides very detailed capabilities to search for similar quotes. Users can search based on quote header data, quote partner functions, line items (i.e. products) and specific product configurations. The results are not only exact matches. They are ranked with respect to the similarity to the user search criteria, i.e. by the number of criteria a certain quote fulfils.
Define Similar Quotes Check criteria
Similar Quotes Check results page