Average Ratings 2 Ratings
Average Ratings 0 Ratings
Description
EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management.
Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more.
Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.
Description
Quote Manager CPQ for Microsoft Dynamics 365 is a robust add-on that seamlessly integrates with the Microsoft Dynamics 365 platform. This solution empowers your sales team to quickly generate and distribute professionally branded quotes within minutes. Unique to Dynamics 365, Quote Manager CPQ ensures that all setup, configuration, and data management occur within the same system, allowing for complete customization and the use of standard features like queries, charts, views, and workflows. The quoting system leverages Excel's export/import functionality for easy modifications to the Product Database, and it also utilizes PowerBI dashboards and PowerApps for enhanced analytics. Furthermore, the output of quotes can be tailored using standard Word Templates or through various additional tools. With Quote Manager CPQ, users can efficiently search through an extensive catalog of over 10,000 products, applying filters by category, make, supplier, and product description. Additionally, the platform allows for the easy addition of products to quotes, enabling customization of layouts that include comments and subtotals, along with the ability to edit descriptions as needed. This comprehensive solution not only streamlines the quoting process but also enhances overall sales productivity.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Microsoft Excel
Yes
Inventor Nastran
Yes
MATLAB
Yes
Microsoft Dynamics 365
No
Microsoft Dynamics GP
Yes
Microsoft Power Apps
No
Microsoft Power Automate
No
Microsoft Power BI
No
MySQL
Yes
R-Studio
Yes
Integrations
Microsoft Excel
Yes
Inventor Nastran
No
MATLAB
No
Microsoft Dynamics 365
Yes
Microsoft Dynamics GP
No
Microsoft Power Apps
Yes
Microsoft Power Automate
Yes
Microsoft Power BI
Yes
MySQL
No
R-Studio
No
Pricing Details
Pricing is based on the specific configuration and options needed by each customer. You have two options for implementation - you can build the app, on-prem, or we can implement it for you and you can install on your network or cloud. Contact EASA for a custom quote.
Free Trial
No
Free Version
No
Pricing Details
$17 per month per user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
EASA
Founded
2008
Country
United States
Website
easasoftware.com
Vendor Details
Company Name
CRM Dynamics
Founded
2013
Country
United Kingdom
Website
www.crm-dynamics.co.uk
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
No
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
No
eCommerce
No
Low-Code Development
AI-Assisted Development
No
Business Process Automation
No
Collaborative Development
No
Data Aggregation and Publishing
Yes
Deployment Management
Yes
Drag & Drop
No
Integrations Management
Yes
Iteration Management
No
Performance Monitoring
No
Requirements Management
No
Templates
Yes
Visual Modeling
No
Web / Mobile App Development
Yes
Workflow Management
Yes
Product Configurator
2D Drawing
No
3D Modeling
No
Analysis & Constraints
No
Custom Pricing Options
No
Inventory Management
No
Recommendation Engine
No
eCommerce
No
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
No
Document Management
Yes
Electronic Signature
Yes
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
Yes
Discount Management
No
Forms Creation
Yes
Pricing Management
No
Product Configurator
Yes
Proposal Management
Yes
Spreadsheet
Analytics
Yes
Audit Trail
No
Calculators
Yes
Charting
Yes
Multi-User Collaboration
No
Templates
Yes
Product Features
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
Yes
Product Configurator
Yes
Proposal Generation
Yes
Quotes / Estimates
Yes
Renewal Management
No
Self Service Portal
No
eCommerce
No
Product Configurator
2D Drawing
No
3D Modeling
Yes
Analysis & Constraints
No
Custom Pricing Options
Yes
Inventory Management
No
Recommendation Engine
No
eCommerce
No
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
Yes
Contact Management
Yes
Content Repository
No
Document Management
Yes
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
Yes
Requirements Management
No
Revision Management
No
Task Management
No
Templates
Yes
Version Control
No
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
No
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
No
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
No