Summary:
Xvantage released several quote enhancements globally to improve automation, data accuracy, and pipeline management. These updates streamline key quote processes, increase visibility, and reduce manual effort across the quote lifecycle. This article details these quote pipeline enhancements in Xvantage.
Question: What are the recent quote pipeline enhancements?
Answer:
Quote Connection Grid - Users can now add and view Connections directly on Quote records in both Draft and Active statuses. This functionality mirrors the existing Connections experience available on Opportunity records, enabling teams to maintain relationship visibility and support their pipeline management processes throughout the quote lifecycle.
PO Received Update - When a Quote is converted to an Order through the Quote-to-Order (Q2O) process, the PO Received field on the Quote Pipeline will now automatically be updated to Yes. This eliminates the need for manual updates and helps ensure quote pipeline data remains accurate.
Auto-populate Expected Revenue - For touchless quotes, including Self Service ETQ, B2B, and Auto Quotes, the system now automatically populates the Expected Revenue field with the total quote amount. The Expected Order By Date will also be automatically calculated and populated using the quote expiration date plus the configured expiration date grace period.
