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Description
Osmos is an innovative sales quoting software designed to fully automate your quoting process. With this tool, you can effortlessly generate, dispatch, and track quotes and estimates throughout your workday! By streamlining the quote creation process, Osmos not only saves you valuable time but also minimizes your workload. It centralizes all sales quotes, ensuring easy access for both you and your sales team in just minutes. Whether you're at home, in a café, traveling, or at the office, Osmos guarantees that the flow of quotes remains uninterrupted. You can craft, send, and assess quotes from any device, regardless of your location. Additionally, Osmos provides real-time sales insights and forecasts through customizable dashboards. You can monitor quotes, track your sales team, manage leads, oversee sales activities, and produce reports to support informed decision-making for the future. Experience complete autonomy and adaptability in designing your own quotes, all accomplished in a few minutes with our intuitive drag-and-drop interface. This makes the quoting process not only efficient but also highly personalized to meet your specific business needs.
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
API Access
Has API
Integrations
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Integrations
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Pricing Details
$15 per month
Free Trial
Free Version
Pricing Details
$17 per month per user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Osmos Cloud
Founded
2014
Country
Canada
Website
osmoscloud.com
Vendor Details
Company Name
CRM Dynamics
Founded
2013
Country
United Kingdom
Website
www.crm-dynamics.co.uk
Product Features
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Product Features
CPQ
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce
Product Configurator
2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
