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Average Ratings 0 Ratings

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ease
features
design
support

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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.

Description

Quoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Autotask PSA
ConnectBooster
Constant Contact
Datagate Telecom Billing
Highrise
HubSpot CRM
Mailchimp
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Syncro
Zapier
Zest MSP
Zoho CRM

Integrations

Autotask PSA
ConnectBooster
Constant Contact
Datagate Telecom Billing
Highrise
HubSpot CRM
Mailchimp
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Syncro
Zapier
Zest MSP
Zoho CRM

Pricing Details

$17 per month per user
Free Trial
Free Version

Pricing Details

$99 per month
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

CRM Dynamics

Founded

2013

Country

United Kingdom

Website

www.crm-dynamics.co.uk

Vendor Details

Company Name

Quoter Software

Founded

2019

Country

Canada

Website

www.quoter.com

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

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
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

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