Similar Quote Finder
Paste scoping notes in Slack and see the closest past PSQuotes, then compare, clone, and adapt instead of starting from scratch.
Overview
Most new services quotes are a near-copy of one you have already built. The hard part is finding it.
Paste pre-sales scoping notes into Slack. Slackbot searches your PSQuote records in Salesforce, surfaces the most similar quotes, and lays them side by side. Pick one, clone it, and adapt it to the new deal without leaving Slack.
Key capabilities
- Finds similar PSQuotes from pasted scoping notes
- Side-by-side comparison of matching quotes
- Clone a match into a new quote and adapt it
- Runs in Slack against live Salesforce data
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