RFQ Management That Works With Your Existing Software
Manage Inbound RFQs with AI-Enabled Email Recognition and Automatic Quoting Capabilities. Mobile app included.
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Deploy Automated Workflows Like This One
Vista-Quote Works in Tandem with Existing ERP Systems and Legacy Databases
RFQ Standardization
Vista-Quote recognizes RFQs automatically in your email inbox and reformats the RFQ into a standard, manageable format online. We take all the important elements of the RFQ and make them easy to access with one click. But don't worry the original RFQ email is still available and viewable.
Multi-Tier Alerts
Identify the critical RFQs by creating Low, Medium and High priority alerts that highlight the RFQs that are most important to you. Alerts can be triggered based on company type, part number, country, listing service, company name and more.
Universal ERP Integration
Rather than sending one quote for every one RFQ, save time by selecting multiple RFQs from the same customer, and combine them into one quote.
You can also no-quote several RFQs at once, which means you will retain those valuable insights, but without wasting time on manual data entry.
Integrate With Your Website’s RFQ Contact Form
If you receive RFQs that are sent from a website contact form, Vista-Quote can manage those RFQ emails and process them just like standard RFQs.
This eliminates the need to handle your website RFQs differently, which keeps your workflow clean and efficient
Customer Tax Rates
To ensure that your customers (and your accounting team) receive the most accurate information, every customer profile in Vista-Quote can retain a custom tax rate that is automatically applied to future transactions.
Automated Inventory Updates to Listing Services, Available*
No longer will you have to spend hours every week exporting and uploading inventory data manually, because we can totally automate that manual process for you.
As an additional service, we can automatically upload your inventory to the marketplaces you use. Check with the marketplaces you use to ensure they accept either FTP or email submissions, and whether they require a separate fee for the capability.
Inventory Photos
Old systems require a ridiculously manual process for attaching photos to inventory items, and sharing photos is impossible. Vista-Quote is different because you can use a mobile device to scan the QR code of a record, transaction, or job and then select photos from the device’s camera roll for upload to the targeted destination.
If you need to share a document, image, or other file with someone outside your company, Vista-Quote’s file library extends an encrypted URL to every file. Simply copy the file’s URL and share for the third-party to view it, just like cloud storage.
CRM-Like Transaction Status Tracking
Easily track the various transaction pipelines throughout your organization with Vista-Quote’s, drag and drop, card-style layout.
Move items to the next stage or status with a quick drag and drop across your workflow status categories.
Charges Applied to Transactions and Items
Charges can be defined as either a part number or a charge. This level of flexibility allows you to choose the approach that makes the most sense for your operation. Charges can apply to the transaction in general or to a line-item specifically.
This means that charges like core charges, over and above, or repair charges can now be tied to your part numbers and be displayed in your historical data views.
Centralized Company Blocking
With so many listing services, it can be a daunting task to maintain all of those block lists. Vista-Quote allows you to manage the company block lists in one place, no matter what listing service the RFQ comes in on.
Co-Worker Shares
Managers, supervisors or co-workers can have visibility into other employee's RFQ activity. This allows for coverage of another employee's assigned RFQs while they out of the office, or perhaps a Supervisor wants to see the activity of one of the employees. Easily switch between employee activity with a single click of a button.
Quote the way you want
With Vista-Quote, we don't try to force you to create your quotes in our system. You have the flexibility to quote however you wish. You can quote through the listing service, or by replying to the RFQ through the integrated Email Client. Perhaps you manually enter the Quote into your ERP system or you might prefer to quote directly through Vista-Quote. We leave the choice up to you.
Mobile Applications
Vista-Quote app works in tandem with your existing Vista-Quote.com account so you can extend the power of Vista-Quote online to your mobile device.
Multi-Currency Rates
Vista-Quote updates global exchanges rates through our live exchange rate aggregator or by a manually assigned exchange rate for an individual customer. Once set, easily toggle between your currency and the customer's currency for comparison.
Export Compliance Security Screening
Catch a potential issue immediately, before investing time in the sales process or logistics activities.
Both automatic and manual export compliance screening is available through Descartes VisualCompliance, the leader in global trade compliance.
Export compliance screening results are located within every company profile along with other related options used for blocking the company’s RFQ visibility, warning notification messages, and adjustments to the security screening status.
With this feature enabled, Vista-Quote will automatically perform export compliance screenings on all incoming RFQs. Screening at the RFQ level means that you can determine if a company is appropriate for quoting before investing further time and attention.
We partner with Visual Compliance to establish a robust real-time Denied Party Screening, OFAC, Trade, and Export Compliance solution. Visual Compliance has more than 35 years of experience developing, providing and supporting world-class OFAC, trade and export compliance solutions.
This feature requires a separate Visual Compliance subscription. Vista-Quote users enjoy substantially reduced Visual Compliance subscription dues..
Reports and Documents Creator
The reporting capabilities in Vista-Quote offer you the flexibility to design and edit your own materials. Although the data structure available has been designed with both beginners and advanced users in mind, our team can design and build your reports as an additional service.
Also note that photos can be included for display on work order documents.
File Sharing
If you need to share a document, image, or other file with someone outside your company, Vista-Quote’s file library extends an encrypted URL to every file. Simply copy the file’s URL and share for the third-party to view it, just like cloud storage.
Customizable Content Layout
Personalize the layout of your data views by selecting the visibility of individual columns, rearranging the order of columns, searching terms within every column, determining filter parameters, and choosing between ascending or descending sorting.
Automated RFQ Routing
Similar to email rules, you can route (or assign) an RFQ to specific employees. These routing rules can be triggered by Company name, domain name, country, parts, and many other data elements. These RFQs will appear in "My RFQs" for immediate action.
Advanced Searching
Vista-Quote has powerful search and filter functions that make your job easier. Part numbers, companies, RFQ numbers and more allow you to refine the RFQ lists in order to manage the workload easier and faster. Sortable grids enhance the functionality too while enabling you to group like RFQs together for a faster response.
Multi RFQ Management
The logical, common sense layout of Vista-Quote lends itself to fast and effective RFQ management. Now, you fill in multiple RFQs and respond to all them at once. Or, consolidate multiple RFQs from the same requestor and respond with a single quote. Streamline your quoting and gain efficiencies like never before!
RFQ/RFP Management
Automate your RFQ-to-Quote workflow with inbound RFQ sorting, organizing, and forwarding to relevant salespeople. Vista-Quote RFQ processing works with all your favorite listing service emails like PartsBase, Locatory, ILS and more.
Once inside Vista-Quote, the RFQ is sent through predetermined automation processes like export compliance screening*, then the RFQ information is cross referenced and linked with your own system data - giving you easy access to relevant information alongside every RFQ.
RFQ Batch Processing (Quote & No-Quote)
Rather than sending one quote for every one RFQ, save time by selecting multiple RFQs from the same customer, and combine them into one quote.
You can also no-quote several RFQs at once, which means you will retain those valuable insights, but without wasting time on manual data entry.
Create and Organize Internal Notes
For convenient organization of notable details, Vista-Quote has a place for saving internal notes within records, transactions, and tasks which can then be labeled using customizable category “pins.”
This powerful tool lets you assign and filter all your notes for convenient viewing and management. Notes also include the date, time and name of the person who entered the note.
Inventory Management
The ability to find records from the inventory view puts the parts in front of you immediately. Also, inventory is instantly visible within every part record so that you do not have to explore parts and inventory separately.
Vista-Quote’s inventory management is intuitively designed with logical groupings of key information and input fields. Pending-inbound inventory is also available from within an inventory view.
Managing inventory in Vista-Quote is a refreshing experience with unlimited user-defined fields, unlimited doc/image file storage, pools, consignments, charges, alternates, and so much more. You also can apply a banner image to every inventory and part record as a helpful visual aid.
Email Messaging
Your Vista-Quote email setting has an email signature builder and is configured to use your official work email address as the sender so that your contacts know exactly to whom they are communicating.
When emailing a customer from Vista-Quote there exists the option for attaching files from your computer. Prior to sending your quote email, add a message to your email as a way to build upon your customer relationship.
See a Vista-Quote Demo
Schedule a live product demo with our team to explore all of the exciting features that will benefit your business.