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.

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.

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.

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 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.

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..

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.

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.

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.

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.

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.

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.

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.

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.