Name: Vistaar
Author: Vistaar Technologies, Inc

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Electronic Signature

Partner Relationship Management

Quality Management

Whistleblowing

Enterprise

Accounting

Loan Origination

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

Employee Engagement

HR Management

Leave Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

AIOps

Browser

Bug Bounty

Cloud Migration

Cloud Storage

Compliance Consulting

Container Security

Data Center Power

Data Virtualization

Database Management

DevOps

Enterprise Service Bus

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Process Mining

Product Implementation Services

Requirements Management

Scale-Out Storage

Software Defined Networking (SDN)

Software Distribution

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Competitive Intelligence

Content Management

Email Marketing

Email Testing

Local Listing Management

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Sales

Antivirus

Security

Assisted Living

Estate Planning

Jail Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Scholarship Management

Veterinary

Vertical-Specific

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Vistaar is a SaaS software provider that enables companies to optimize pricing, promotion, configuration, and rebate management. Their Smart Quote enables sales teams to quote in a “self-serve” manner. Using Smart Quote, sales can understand pricing options within established thresholds to improve the likelihood of auto-approval and provide visibility to deal score when approval is required.

QuoteWerks Standard Edition

QuoteWerks Professional Edition

QuoteWerks Corporate Edition

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Starter

Business

PandaDoc

Vistaar

Price Quoting/Configuration software (CPQ) is designed to optimize sales processes such as configuration, opportunity management, bid and quote generation, and order confirmation.

Vistaar Technologies, Inc

Features related to configuring and pricing products and delivering quotes to customers.

Quote sharing/sending

Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.

Credit approvals

Allows customers to input credit information, which can be checked and approved or declined. Credit score may factor into the quote.

E-signature

Includes electronic signature functionality so that proposals can be approved and signed digitally.

Product configuration

Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.

Configuration options

Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.

Pricing rules

Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.

Price adjustment

Sales users can adjust or override prices, based on coupons, discounts, markups, etc.

Purchase history and open contracts

Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.

Guided selling/Sales portal

Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.

Self-service CPQ

Includes an interface for customers to select product options and generate their own quotes; this is particularly relevant to eCommerce.

CPQ reporting & analytics

Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.

Proposals

Allows users to generate/automate sales proposals.

Excel integration

Integrates with Excel so that quotes can be generated on spreadsheets using underlying CPQ rules.

CPQ-CRM integration

Integrates to the company’s CRM to update the customer record.

Attachments to quotes

PDFs, contracts, videos, etc can be attached to quotes and/or proposals.

Renewal management

Includes features for managing renewals and recurring (subscription) payments.

Order capturing

Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.

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Overview

What is Vistaar?