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VistaQuote RFQ and Quote Management

Application for automating construction of sales proposals and/or scanning content for ambiguous or non-compliant language

Proposal

Ambry Hill Technologies

Patent Pending Technology, RFQ Rapid Response
VistaQuote is a cloud-based software designed to automate your RFQ gathering and quote generating workflow. Global sales teams can now manage their RFQs and quotes inside one platform, using real-time business software data. New quote records are automatically viewable inside your business software.

VistaQuote RFQ and Quote Software Explainer Video

Company http://www.ambryhill.com/
Products http://www.ambryhill.com/product/vistasuite

Patent Pending Technology, RFQ Rapid Response
VistaQuote is a cloud-based software designed to automate your RFQ gathering and quote generating workflow. Global sales teams can now manage their RFQs and quotes inside one platform, using real-time business software data. New quote records are automatically viewable inside your business software. 

VistaQuote is part of Ambry Hill Technologies' VistaSuite offering. VistaSuite is a collection of cloud-based services and mobile apps for asset preservation and planned maintenance, RFQ and quote management, inventory control, decentralized ERP connectivity and more.

Proposal Creation & Organization

Features related to creating new proposals and saving proposals, including re-using portions of prior proposals.

Proposal branding

Allows users to create branding rules and/or scan proposals for brand compliance.

Proposal templates

Allows users to utilize proposal templates for standard proposal layouts, with variable fields.

Proposal content library updates

Users can update saved proposal language and standard proposal content.

Guided proposal creation

A proposal authoring wizard, question flow, recommendations, or other elements guide salespeople in authoring proposals based on the particulars of the deal.

Searchable proposal database

Proposals are organized in a central repository; users can easily locate proposals within the database.

Proposal Collaboration & Workflow

Features related to collaborating on proposals and automating proposal workflows, from creation to editing and approval.

RFP management & response

Proposals can be created based on RFPs received.

Proposal collaboration & approval

Users can review and revise proposals in a collaborative fashion; may include versioning and/or automated approval workflows.

User permissions/proposal editing controls

Users can set appropriate, granular controls over who can view vs. edit elements of proposals.

Sales proposal workflow

Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals,  and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.

Proposal automation user interface

User interface for setting up proposal automation is user friendly and easy to navigate.

Proposal Delivery

Features related to the distribution of proposals to clients and client interactions with proposals.

Proposal distribution

Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.

Interactive proposals

Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.

Proposal content tracking

Reporting & analytics around proposal content engagement and performance, e.g. what content clients spend time reading, and what content makes for a successful deal

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VistaQuote RFQ and Quote Management

Overview

What is VistaQuote RFQ and Quote Management?