OpsWyse
All features
CPQ

Quote Déjà Vu

What did we quote last time?

A side panel on every CPQ record that surfaces your past quotes — ranked by same company, same client, same industry, similar size — and clones the line items, payment terms, and T&Cs into the current draft.

What it does

Ranked by similarity

Same company (+100), same client email (+80), same industry (+50), total within ±30% (+30), sent/approved (+20), recent (+up to 20).

One click to clone

Line items, discount, payment terms, validUntil, T&Cs — all carried over. Identity fields stay put.

Confirm before replacing

If the current draft already has line items, we confirm before overwriting. Never clobber silently.

Editorial card stack

Each past quote as a card with title, company, line-item count, date, grand total in serif tabular-nums, plus reason pills.

Try it inside OpsWyse.

Free while in preview. No credit card.

Start free
Works well with
Team Chat