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Quote Organizer

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The Quotes Organizer provides a way for users to search through buyer feedback and save entire pieces of feedback, or selected segments as Buyer Quotes. These saved quotes will appear within the user's Buyer Quotes dashlet.

How it Works

Navigation

To access Content Management:

  • Click on INSIGHT Menu from the main menu tab
  • Select Feedback and Click

  • Select Quote Organizer 

You'll see two main tabs at the top:

  • FIND QUOTES - Search and create new quotes
  • SAVED QUOTES - View your saved quotes collection

 

Sync Data

If you see a "Sync Data" button in the top right, click it to Sync Data for this Initiative

 

Sync Data Process Overview:

  • Action Confirmation: Upon clicking the Sync Data button, the button text immediately changes to "Syncing Data..."
  • Time Notification: A centre message, "This will take some time," becomes visible.
  • Status Display: A progress bar appears on the right side of the screen.
  • Detailed Tracking: The progress status is displayed dynamically, showing the item count and percentage (e.g., "Syncing X items...(XX.XX%)").
  • Completion: Once the synchronization is finished, a "Success" notification appears.

Find Quotes:

The Quotes Organizer module allows a user to search through all existing buyer feedback for the selected CiP and will also allow for sorting the feedback by the newest, oldest, and calculated relevance.

  • Go to the FIND QUOTES tab 
  •  Click in the search bar at the top left.
  • AI Auto Suggestion : Type keywords, phrases, or any text you're looking forResults will filter in real-time as you type from AI

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sorting

Available Sort Options

1) By Date (Newest To Oldest) - Default 

  • Shows your most recently created quotes first
  • Ideal for finding quotes you just saved
  • Automatically selected when you open Quote Organizer

2) By Date (Oldest To Newest)

  • Displays your earliest saved quotes first
  • Useful for reviewing your historical collection
  • Great for tracking how your interests evolved

3) AI Relevance

  • Intelligently ranks quotes based on meta score
  • Relevance is indicated by a color band displayed with each quote:
    • Most Relevant: Green color band
    • Medium Relevant: Yellow color band
    • Least Relevant: Red color band

How to Change Sort Order

  1. Click the sort dropdown in the top right (shows current sort method)
  2. Select your preferred sorting option
  3. The quote list updates immediately

Search Precision Slider : 

The Search Precision Slider allows you to control how strictly the AI interprets your search terms when matching buyer feedback. This adjustment determines the balance between the number of results you receive and their strict relevance to your input.

  • Function: When you search using a sentence or term, the Quotes Organizer uses AI to return a list of summarized buyer feedback. The slider changes how closely related the search term and the returned results must be.
  • Low Precision Setting (Less Strict):
    • Effect: Yields more results.
    • Trade-off: These results may be less closely related to the exact search term you entered.
  • High Precision Setting (More Strict):
    • Effect: Yields fewer results.
    • Benefit: These results should be more closely related to the specific search term.
  •  Adjust this setting based on your search needs—use a lower setting for broader exploration and a higher setting for highly specific matches.

Create Quote:

A user can create quote  in one of two ways.

  • Click the New Quote button for the corresponding row of feedback you want to save. Which will bring up the pop up modal, where you can select a category to save the quote to, then click the Create Quote button. This will save the entire quote given in the buyer feedback search.
  • Highlighting a specific portion of text from the feedback and clicking the New Quote button. This will follow the same process as saving an entire feedback entry, but the saved quote will contain only what you highlighted.

Below are the Detailed Steps to Create Tags and Save Quotes

STEP 1: Click on NEW Quote from corresponding row or Highlightexted text , Add Quote Modal is opened

 

STEP 2 : Select any Category  

  •  Find the best fit for your quote from the displayed list . Click on the desired category.

  • Create custom tag :If your search term does not match an existing tag, the system will prompt you to "Create New Tag for [Your Term]". Click this option to define a custom tag

 

STEP 3: Once tag is selected Click on Create Quote button

 

STEP 4: Success Notification Received 

 

 

 

 

 

QUOTE VISIBILITY-Managing Tags on an Existing Quote

  • After a quote is created, users can manage its associated tags quickly by hovering over the quote (e.g., "Quote 1") in its corresponding row. 
  • This action triggers a popup displaying the "Selected Tags" currently applied to the quote, such as "High price" and "Sales Skills."
  •  This view also clearly indicates who created the quote, displayed as "Created By [User Name]". 
  • To update the quote's tags, users can click "+ Add Tag", which conveniently re-opens the original tag selection modal, allowing for the addition of more tags. 
  • Existing tags can be removed directly from this popup by clicking the 'X'icon next to the tag's name.

 

 

 

 

 

 

 

 

 

Saved Quotes:

Search Quote : A Search Quote bar located on the top left, allowing users to quickly find relevant quotes.

Toggle button for Full Context : When this toggle is active, full context of the quotes are displayed; when toggled off, only the extracted quote text is displayed as Quote Only mode

Filtering Saved Quotes : Users can refine the displayed list of quotes using the Filter modal. Clicking the filter icon opens a dialog that offers two primary filtering methods: Question and Category.

  • Under the Question tab (as shown in the image), users can select specific criteria such as Result success story, Result risk, Support risk, or Solution weaknesses. 
  • The All Questions checkbox selects all available criteria. 
  • A Search Questions bar is available within the modal to quickly locate specific filtering criteria.
  •  Once the desired criteria are checked, the user must click Apply to update the list of saved quotes.

Sorting Options : The saved quotes can be organized using two available sorting methods:

  1. By Date (Newest To Oldest): This is the default setting. It shows your most recently created quotes first, making it ideal for finding quotes you have just saved. This option is automatically selected upon opening the Quote Organizer(By Default)
  2. By Date (Oldest To Newest): This option displays your earliest saved quotes first, which is useful for reviewing your historical collection and tracking the evolution of your saved content.

 

 

 

 

 

 

 

Managing Individual Quotes

Each row in the Saved Quotes Manager offers specific actions for the corresponding quote:

  • A Delete icon allows the user to permanently remove the particular quote from their collection.
  • A Copy icon enables the user to quickly copy the saved quote content to their clipboard.
  • An Add Tag icon is available on each row, providing a quick way to open the tag management modal and add or adjust tags for that specific quote.

 

Summary 

The Quotes Organizer is designed to make buyer feedback actionable:

  • Search & AI Assistance: Quickly locate relevant feedback using AI-powered search with adjustable precision.

  • Save & Categorize: Save entire feedback or select segments and assign categories/tags for easy reference.

  • Organize & Manage: Sort, filter, and manage saved quotes to keep your insights structured.

  • Cross-Team Utility: Valuable for different teams to drive decisions based on buyer feedback.

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