Release Notes
What’s New
Quoting Experience Enhancements — Branding, Self-Service, and Revisioning
We’ve introduced key enhancements to the quoting experience in Xvantage, improving branding, usability, and lifecycle management to support a more digital-first, self-service workflow.
Personalized Branding for Quotes: You can now configure centralized Branding Preferences (logo, company name, headers/footers, and legal text) under Quote Manager, which are automatically applied to all email and PDF quotes—ensuring consistent, professional, and customer-ready communication while reducing manual effort.
Enhanced End Customer Quoting: A guided quote creation experience now enables users to customize messaging, preview quotes in real time, and share via multiple formats (email/PDF), with branding auto-applied—streamlining quote creation, improving customer engagement, and accelerating quote-to-order conversion.
Self-Service Quote Revisioning: You can edit active quotes without creating new IDs through version-based revisioning, where updates to products, pricing, and quantities are tracked with full history, automatic version control, and notifications—improving flexibility, traceability, and overall quote management efficiency.
Together, these enhancements give you a more flexible and self-service quoting experience in Xvantage.
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.
