Manual catalog searching
Users have to search through product lists manually, try different keywords, and compare multiple items before finding the right match.
Case Study
Smart Text Search for Faster Product Matching
Quotation Assist helps users move from a customer request to the right product faster, even when the request begins with customer language, a product description, or a few technical terms rather than an exact product code.
PROBLEM STATEMENT
Making Product Search Work with Real Customer Language
Preparing a quotation often starts with a simple problem: the customer knows what they need, but they do not know the exact product code. Instead of providing a specific item number, they may describe the product by its use, location, or a few technical details.
Harder product matching
The process becomes more difficult when the customer’s wording does not line up exactly with the product name or code stored in the system.
Slower quotation preparation
As the product catalog grows, manual search slows the workflow, increases effort, and makes it harder to respond with confidence.
Solution Overview
See how Quotation Assist supports faster search
Quotation Assist helps solve this problem with smart text search. In the video, it is presented as a practical tool for faster product search and quotation support. Users can search by customer requirement, product description, or technical specification, then review the strongest and lower-relevance matches before checking quotation history.
01 Search using customer language
Users can start with the words the customer actually uses, instead of waiting for an exact item code or catalog name.
02 Refine with technical detail
When users have more exact wording or specifications, they can narrow the result set further without leaving the workflow.
03 See the most relevant matches first
The system highlights stronger matches first while still keeping lower-relevance options visible for reference.
04 Review quotation history
Users can open past quotation records linked to matched items before preparing the next quotation decision.
How It Works
How Quotation Assist achieves this
Quotation Assist improves search by combining text search and semantic search. This makes the search experience much more practical in real business situations, where customers often describe what they need in their own words.
Text search for precision
Text search works well when users know exact words, part of a product name, or a technical specification. A query such as "Ex d IIB T4 220V 80W" can narrow results more precisely.
Semantic search for meaning
Semantic search helps when the user only has a general description. A search such as "emergency escape route light for accommodation deck" can still return relevant products like emergency escape lights and exit lights, even when the wording is different.
Relevance grouping and quotation history
The strongest matches are shown first while lower-relevance results remain available as additional options. After finding a suitable product, users can open quotation history to review past records related to that item.
Key Takeaways
What users gain from smart text search
The combination of natural-language search, exact text matching, relevance grouping, and quotation history creates a more practical and confident quotation workflow.
No exact product code required
Users do not need an exact product code to begin a search, which makes the workflow much easier from the start.
Natural language plus precision
Users can search with customer language, while exact keywords and technical terms remain available for more precise matching.
Better context before quoting
Semantic search, relevance grouping, and quotation history together help users review strong matches first and prepare quotations with more confidence.
Built Around Your Workflow
Quotation Assist is not simply a search tool. It is a bespoke solution that can be shaped around your product structure, quotation workflow, and operating requirements.
By bringing together natural-language search, exact text matching, and quotation history review within a workflow tailored to your organisation, it helps your team respond to customer requests faster, make quotation decisions with greater confidence, and create practical business value in everyday operations.