VistaQuote

Request a demo at ambryhill.com/demo Cloud-based and designed to automate your inbound RFQ management and quoting workflow through AI and advanced auto-quoting logic. Vista-Quote.com provides the ability to display real-time business data, from a connected ERP or database, for fast pricing decisions with one click. Send customers their quote, and with no data entry required, the quote is automatically entered into your business software. Features include RFQ Standardization, Auto-Quoting, AI Recognition of Plain-Text RFQ Emails, Automated RFQ Routing, Multi-tier Alerts, Co-worker Shared Workpace, and more. HIGHLIGHTS: - Captures your inbound RFQs from marketplaces. - AI can be used to interpret plain-text emails. - Auto-quoting is available, even for very complex scenarios. - Rules can be configured to route RFQs to appropriate salespersons. - Color-coded alerts can be configured as a signal to critical sales opportunities. - Real-time business data can be viewed instantly online and through the mobile app. - Mobile app included. Features: - Fully-Featured Mobile App (iOS & Android) - Quote Transaction Record Export - New Part Record Export - New Company Record Export - Part History Retrieval - Company History Retrieval - Notes Retrieval - Warnings Retrieval - Inventory Availability Checker - RFQ Batch Processing - Audit Logging - RFQ Priority Alerts - Automated RFQ Capture & Sorting - Automated RFQ Team Distribution - Parts History Viewing - Company History Viewing - Flexible History Viewing Layouts - Integrated Online Search Tools for Companies and Parts - Company/Customer Management - Lot /Consignment Management - Company Warning Alerts - RFQ Viewing is Available While Quoting - Copy Quotes for Instant Reuse - Internal Notes for Quote Transactions - General Customer Notes in a Quote - Individual Line-Item Notes in a Quote - While Quoting, Copy A Previously Quoted Price - Automated Inclusion of Additional Parts Associated with a PN When Quoting (Auto-Add) - Tax Rate Calculations - Multi-Currency Calculations - Integrated Multi-Currency Rates Checker - Include A Quote Expiration Date - Hide Grand Total When Quoting Services - Export Compliance Screening (Descartes Visual Compliance) - Customizable Email Template - Send Quote Emails with a PDF Copy Attached - Customizable Quote Document Template - Document & Image Sharing Through Web Links - Traditional File Attachment Capability - Card-Style Layout for Quote Status Tracking - Custom Reports & Documents - Integrated Reports & Documents Builder - Widget Metrics on Analytics Dashboard - Integrated Analytics Dashboard Builder - Unlimited User Defined Fields Topics Covered: - RFQ Standardization - Multi-Tier Alerts - Universal ERP Integration - Integrate With Your Website’s RFQ Contact Form - Customer Tax Rates - Automated Inventory Updates to Listing Services, Available* - Inventory Photos - CRM-Like Transaction Status Tracking - Charges Applied to Transactions and Items - Centralized Company Blocking - Co-Worker Shares - Quote the way you want - Mobile Applications - Multi-Currency Rates - Export Compliance Security Screening - Reports and Documents Creator - File Sharing - Customizable Content Layout