01
Product configurator
Define any equipment, its options, and dependencies, down to the individual component.
- Unlimited categories and options
- Component-level dependencies
- Reusable across product lines
- Versioned configuration trees
Configure · Price · Quote · Built for heavy industry
Quote complex equipment.
Without the guesswork.
Turn a messy RFQ into an accurate quote that protects your margin, for any configured product in any sector. You define the configurator yourself, down to the component, and AI handles the busywork.
70%
Faster quote turnaround
Days
To set up, not months
100%
Cost and margin visibility, hidden from the customer
Any
Product type, fully configurable
The problem
Complex quotes don’t fit generic tools.
An engineered quote is not a SaaS subscription. It is technical ratings, configuration options, site conditions, governing standards, commercial terms, and a long list of sourced components, each with its own cost, supplier, and leadtime. Spreadsheets lose revisions and bury margin. Legacy enterprise CPQ is powerful but takes a year and a consulting budget to stand up. Vendor configurators lock you into a single product line. None of them fit a supplier quoting across many equipment types at once.
Too rigid.Too slow.Too generic.
Core platform
What it does, from RFQ to Close.
The full quoting workflow in one place, configurable to any product line.
02
Pricing engine
Automated pricing rules with live commodity refresh for copper, aluminum, steel, and more.
- Rule-based price calculation
- Live commodity index refresh
- Margin floors and guardrails
- Multi-currency support
03
Opportunity records
Contacts and pipeline stages from RFQ to Quoted to Negotiation to Won or Loss.
- Full deal pipeline
- Contact and account history
- Stage-based forecasting
- Win / loss analytics
Leadtime engine
Pulls live leadtime from MES and supplier data, and surfaces who ships fastest.
PDF quote generation
Branded quotes with validity dates, generated in a single click.
Version control
Full revision tracking on every quote and configuration.
Approval workflows
Automatic routing, approvals, and a complete audit trail.
Search and filters
Slice by value, client, region, equipment, or any field you define.
Permissions and audit log
Granular user roles with a full activity record.
Ease of use
Live in days, not a year long rollout.
Enterprise CPQ usually means outside consultants, a multi quarter implementation, and a steep learning curve before anyone quotes a single unit. VEST Quote is built the other way around. Your own team sets up the catalog without waiting on IT, the interface is made for sales engineers rather than specialists, and you are quoting in days. No army of consultants. No retraining the whole company.
Self serve setup
Your team builds and edits the catalog directly, no vendor ticket required.
Built for the people who quote
A clean interface that a sales engineer can use on day one.
Fast onboarding
New users get productive in hours, not weeks of training.
The configurator
A configurator you build yourself.
Most tools hand you a fixed template. VEST Quote hands you a blank canvas. Pick a product, then build the configuration tree yourself: name your own categories, add the options under them, and list the components under each option. Every level is yours to define and extend, so the same platform works for any product line you sell. Assign a supplier to any component and let them enter their own pricing directly, so your catalog stays current without manual chasing.
One structure. Any product. Defined by you, not by a vendor’s template.
Configuration depth
Proof for engineers.
Capture real spec depth across any industry, not a shallow form.
Technical specifications
Ratings and capacities, dimensions, materials, performance class, accessories and options.
Site and environmental conditions
Altitude, ambient temperature range, seismic and wind load, indoor or outdoor, corrosion class, noise limits.
Standards and compliance
Governing standard (IEEE, IEC, ISO, API, ASME, and others), efficiency level, required tests, factory acceptance test witness, independent inspection, documentation package and language.
Commercial terms
Incoterms, currency, payment milestones, warranty, spares and accessories, quote validity period.
If your engineers can spec it, the configurator can capture it.
AI, built in
Agents that do the busywork.
Capabilities that remove the manual steps between RFQ and a quote in front of the customer.
01
RFQ ingestion
Specs arrive as messy PDFs, Word docs, and email threads. An agent extracts the values, fills the configurator automatically, and flags anything missing or ambiguous.
- PDF, Word and email parsing
- Auto-population of configurator
- Gap and ambiguity flagging
- Human-in-the-loop review
02
Pre qualification chat
An inbound inquiry becomes a budgetary quote and a populated deal record handed to a sales engineer.
- Inbound chat agent
- Budgetary quote generation
- Deal record auto-creation
- Warm handoff to sales
03
Internal sales copilot
Ask for a quote like a past deal, with a few changes, and get a configured draft back.
- Natural language quoting
- Past-deal templating
- Configurable diffs
- Draft-then-approve workflow
04
Regulatory monitoring
When a new notice publishes, the agent flags which open quotes are affected and drafts the customer summary.
- Standards and regulation tracking
- Impact analysis on open quotes
- Customer-ready summaries
- Subscription per market or standard
05
Customer follow up
Drafts clarification replies, nudges on stale quotes, and status updates for a rep to approve and send.
- Drafted clarification replies
- Stale-quote nudges
- Status update generation
- Always rep-approved before send
Built for heavy industry
Energy /Oil & Gas /Manufacturing /Mining /Infrastructure /Automotive /Aerospace /Utilities /Energy /Oil & Gas /Manufacturing /Mining /Infrastructure /Automotive /Aerospace /Utilities /
Add ons
Extend as you need.
Optional modules that snap onto the core platform.
Commodity price refresh
Quotes track live copper, aluminum, and steel pricing.
Bundle configuration
Combine products into a package with discounts applied across products.
Logistics and freight estimator
Landed cost estimates baked into the quote.
The VEST System · Next
Part of the full lifecycle.
VEST Quote slots in alongside MES, Commissioning, and Technical Services — one platform, one record, across the entire equipment lifecycle.
Bring your hardest RFQ
Bring us your most complex quote.
We will configure, price, and generate it live, and show you the margin underneath.