QuoteToMe + Viewpoint Vista

Streamline Procurement. Cut Overhead. Increase Profit.
QuoteToMe + Viewpoint Vista
Integration Feature

This feature maintains Viewpoint Vista JC Job data with QuoteToMe Projects. Vista Jobs will automatically synchronize with QuoteToMe every 30 minutes.

Integration Feature

This feature maintains Viewpoint Vista Vendor data with QuoteToMe Suppliers. Vista Vendors will automatically synchronize with QuoteToMe every 30 minutes.

Integration Feature

This feature maintains Viewpoint Vista JC Job Phase data with QuoteToMe Cost Codes. Vista Job Phases will automatically synchronize with QuoteToMe every 30 minutes.

Integration Feature

This feature creates Viewpoint Vista Purchase Orders from QuoteToMe Purchase Orders. QuoteToMe purchase orders will automatically sync to Vista.

Integration Feature

This feature creates Viewpoint Vista Change Orders from QuoteToMe Change Orders. QuoteToMe change orders will automatically sync to Vista.

Integration Feature

This feature creates Viewpoint Vista Purchase Order Receipts from QuoteToMe Purchase Order Receipts. QuoteToMe purchae order receipts will automatically sync to Vista.

Streamline Procurement. Cut Overhead. Increase Profit.

invoice.svg

Get Accurate POs

Field teams convert quotes to digital POs with one click, so no one has to re-write anything, and nothing’s missing.

process steps

Eliminate Data Entry

POs automatically sync with your accounting software, so you can skip tedious data entry and focus on more high-value tasks.

Online Payment

Access Packing Slips Online

Packing slips get uploaded and attached to their matching PO, so you can quickly reference them in case of any invoicing discrepancies.

Important Notes:

  • This integration is built, sold, and maintained by QuoteToMe with App Xchange.
  • A subscription to QuoteToMe is required for this integration (not sold by Trimble). If you are not a customer and do not have any sales conversations in motion, we can help with an intro to their project management experts. Let’s talk.
  • On-prem users: App Xchange does not guarantee version support for either system beyond the current version available and the previously available version. Older versions may still work, but are not actively supported and may become obsolete.

Helpful Resources:

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Category

Procurement Procurement

Availability

United States