Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
InvoiceParser Pro streamlines the accounts-payable process specifically for the freight and logistics sector, catering to carriers, brokers, clearing and forwarding agents, as well as their accounting teams. Users can conveniently upload invoices from suppliers and carriers in various formats like PDFs, scans, or images taken with phones, or they can send them via email. The system meticulously analyzes every detail of the invoice—including description, quantity, unit price, tax, and line total—rather than merely focusing on the overall totals, ensuring that all calculations are accurate before they are finalized in your accounting records. Each line item must correspond to the subtotal accurately, and the sum of the subtotal along with additional charges and VAT must match the total indicated on the invoice. Designed to handle international transactions in multiple currencies, including USD, ZAR, NAD, EUR, GBP, and ZMW, it retains amounts in their original currency. The software also prevents duplicate payments by comparing against the last year’s invoices and safeguards against erroneous payments by retaining supplier statements. Furthermore, each document is assigned a confidence rating of High, Medium, or Low, providing insight into the reliability of the data. Before invoices are integrated into accounting platforms like QuickBooks Online, Xero, or Zoho Books, the system ensures that all approvals are in place, roles are clearly defined, and a comprehensive audit trail is established. This robust approach not only enhances accuracy but also significantly increases efficiency within financial operations.
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
Screenshots View All
No images available
Integrations
ChatGPT
Yes
Claude
Yes
Cursor
Yes
Microsoft Dynamics 365
No
Microsoft Excel
No
Microsoft Power Apps
No
Microsoft Power Automate
No
Microsoft Power BI
No
QuickBooks Online
Yes
Slack
Yes
Integrations
ChatGPT
No
Claude
No
Cursor
No
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft Power Apps
Yes
Microsoft Power Automate
Yes
Microsoft Power BI
Yes
QuickBooks Online
No
Slack
No
Pricing Details
$79/month
Free Trial
Yes
Free Version
Yes
Pricing Details
$17 per month per user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
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
No
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
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
InvoiceParser Pro
Country
United States
Website
invoiceparserpro.com
Vendor Details
Company Name
CRM Dynamics
Founded
2013
Country
United Kingdom
Website
www.crm-dynamics.co.uk
Product Features
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
Alternatives
No Alternatives