Summary:
The Xvantage Quote Collaboration feature helps associates efficiently manage customer quote modification requests by providing clear task notifications, detailed request information, and streamlined quote management capabilities. Customer requests are automatically surfaced in Xvantage for Associates, giving associates the visibility and context needed to quickly review, prioritize, and complete quote updates while improving response times and overall customer experience.
Table of Contents:
How can associates find this feature useful?
How does this feature impact CRM?
Question 1: How can associates find this feature useful?
Answer:
There will be Task Notifications in Xvantage for Associates. Customer requests appear under the My Tasks list in X4A with clear indicators such as request type, date received, due date, and priority. When the associate opens a task, they will see full details including current status, BCN number, the associated quote, and expiration information—giving them the context needed to act quickly.
Question 2: How does this feature impact CRM?
Answer:
Detailed Request Visibility in CRM – The user will see each request in CRM within the Quotes – Customer Requests view. Tasks display key fields such as Subject, Regarding, Priority, Owner, Due Date, Created On, SLA, and Status Reason. Opening the task record gives additional details which includes Task Type, Activity Category, the linked Account, and SLA timer information.
Managing and Updating Quotes in CRM – The user can complete all required updates directly from CRM, whether they need to extend an expiration date, revise pricing, adjust configurations, or close a quote. All information needed to process the request is displayed within the Task form.