TRANSFORM HUMAN WRITTEN RFQ EMAILS INTO USABLE DATA INSTANTLY WITH ARTIFICIAL INTELLIGENCE
More than just a sales CRM solution. Free up your sales team to focus on selling, not data entry.
RFQ & Quote Management
Automate your RFQ-to-Quote workflow with inbound RFQ sorting, organizing, and forwarding to relevant salespeople.
VistaQuote RFQ processing works with all your favorite listing service emails like PartsBase, Locatory, ILS and more.
The RFQ information is cross referenced and linked with your own system data - giving you easy access to relevant information alongside every RFQ.
Auto-Quoting & Other Automations
As an option, VistaQuote can use both AI and auto-quoting together so that even a human's freeform RFQ email will be recognized, interpreted, have the data extracted, and be made into an RFQ within VistaQuote.
Then, within seconds, the customer will receive a quote automatically without a human shepherding it throughout the process.
ERP System Integration
With VistaQuote's ERP integration capability, your existing ERP system can be linked to VistaQuote to enable the viewing of historical data from your database on Part Numbers and Companies.
Additionally, when you create a quote in VistaQuote, it can be instantly transmitted to your ERP System. Copy/paste actions will no longer be a requirement in your RFQ workflow to check inventory or to create a quote.
iOS & Android Mobile Apps
RFQ and Quote management with VistaQuote Mobile provides you with real-time inventory data directly from your business software such as stock availability, quote history, sales history and more!
Review customer account details like credit limits, payment terms, sales history, contact info and more.
When you send your customer a quote from your mobile device the transaction is saved to your business software, automatically!
Export Compliance Screening
Catch a potential issue immediately, before investing time in the sales process or logistics activities.
Both automatic and manual export compliance screening can be made available through our integration with 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.
Lite Inventory Management
Especially useful when VistaQuote is not connected to an ERP system, there are inventory management capabilities built right in to the system.
Configure comprehensive details for both master parts and inventory lines, including the storage of digital photos and documents.
Categorize internal notes within both transactions and records for seamless communication.