Through configured ODBC and SQL access, Vista-Quote can display approved inventory, transaction history, customer context, documents, and images from connected systems while your team quotes. Supported workflows can also write completed quote records to a selected destination system and send the customer email.
Identify incoming RFQs with connected customer warnings before quoting. Click the warning icon to open the Company Alerts table, then select an alert line to reveal its underlying operational detail.
Review company General Notes from the connected ERP as an account-warning line, alongside terms, balances, and historical quoting context.
The Alert option beside the export-compliance controls is a separate, general-purpose company alert. Teams can define any internal business warning and optionally display it while quoting.
Switch among connected locations and database sources to review pricing, purchases, quotes, repairs, and other part history without leaving the quote workflow.
Open photos, certification records, and supporting documents from the selected connected inventory record without leaving the quote workflow.
See how permitted inventory, history, customer context, and files are read through configured ODBC and SQL access and displayed inside Vista-Quote without requiring a full legacy migration.
Follow the user-controlled path from a completed Vista-Quote to a selected destination ERP or database and the customer email, including attachments and secure links to ERP-source files.
Bring connected record keys, part numbers, and descriptions into one searchable reference so cross-system part identity is easier to verify.
Review account ownership, location, and connected-system mapping status together to make customer relationships easier to verify across systems.
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.
Connect the systems and data your quoting team relies on.