Release Notes
What’s New
AI-Powered Recommended Quotes in Xvantage
The Quote List in Xvantage now uses AI-driven recommendations to help you quickly identify quotes that may need your attention based on activity, value, engagement, and time sensitivity.
Quotes to Watch: Highlights larger or more complex quotes that may need attention.
Frequently Viewed Quotes: Surfaces quotes with higher customer or quote activity, helping you identify more engaged opportunities.
Time-Sensitive Quotes: Highlights quotes approaching expiration that may require timely follow-up.
One-Click Filtering: Select a recommendation to automatically filter the Quote List and view the relevant quotes, including the number of quotes and total value.
Together, these enhancements help you focus on the quotes that may require the most timely attention directly from the Xvantage Quote List.
Help & Support Enhancements
The existing Unified Help & Support experience has been enhanced to make it easier for you to find answers, access product resources, and manage support requests directly in Xvantage.
AI-Powered Assistance: Ask questions in natural language and receive AI-generated answers with relevant Help articles.
Trending Articles & Help Categories: Discover popular Help content and browse articles by category to find relevant information more easily.
Release Notes & Demo Videos: Access product release notes and feature demo videos directly within Xvantage Help.
Enhanced Ticket Management: View ticket status and updates, filter tickets by status or date, and create new tickets from the same experience.
Support Escalation: Escalate tickets when additional attention is needed and access country-specific contact information for direct support.
Together, these enhancements bring more self-service resources, guidance, and support management into one connected Xvantage experience.
Saved Searches for Faster Product Discovery
You can now save frequently used product searches in Xvantage, including combinations of keywords, filters, and sorting options, making it easier to return to frequently used searches without repeating the same steps.
Save Searches: From the Search Results page, select the bookmark icon, enter a name, and save the current search configuration.
Access Saved Searches: The Saved searches option provides access to previously saved searches, which can be opened to quickly return to the same search results.
Manage Saved Searches: You can edit or delete saved searches from the saved-search page.
This makes it easier to return to frequently used product searches and continue your product discovery workflow in Xvantage.
