Attach documents and images to Vista-Quote companies, parts, inventory, customer quotes, and internal notes, then find locally stored content through a system-wide file library. Where a connected ERP supports it, sellers can also review source documents and place customer-facing links in quote line notes.
Find documents, images, emails, and record attachments in one place, then open, preview, download, or securely share the right file without searching through separate records.
Keep credit documents, certificates, vendor forms, and compliance files with the customer account so the records your team needs stay close to the work.
Keep certificates, traceability, inspection records, and condition photos with the exact inventory record so your team can verify the right documentation without searching elsewhere.
Keep trace documents, condition photos, and other supporting files with the quote note that explains them, preserving the right context for later review.
Open quote-specific internal notes and supporting files directly from a Kanban card, keeping review context close to the pipeline without reopening the quote.
Keep customer-facing attachments and secure supporting-document links with the quote so buyers receive the evidence they need without separate follow-up.
Open photos, certification records, and other ERP-held files while quoting so sellers can verify and share supporting evidence without switching systems.
Keep customer-facing line details, secure supporting-document links, and quote attachments together in the finished document buyers receive.
Turn structured inventory identity, condition, tag, receipt, warehouse, and inspection details into a practical label that stays with the physical item.
Keep completed quote details, internal context, and customer-ready output accessible from a phone so records remain useful wherever follow-up happens.
Review the completed quote and its line items, add an internal note, or use the genuine download and print actions from the same mobile record.
Open the customer-ready quote in the device’s native print preview to verify the finished document before printing.
Preserve sales-team context and auto-quote decision details with the RFQ so important reasoning remains available during later review.
Software development moves fast, and features evolve over time. While we strive to keep this and other pages accurate, some information may not reflect the most recent changes. For the most current details, we recommend scheduling a live demo at ambryhill.com/demo.
Keep essential records organized, accessible, and connected to your work.