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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

SMART CUSTOMIZER is designed to seamlessly integrate with your products, eliminating the need for you to spend time and resources on developing a custom platform from the ground up. Our dedicated team is here to support you every step of the way, handling everything from system upgrades to performance enhancements, ensuring that your customizer operates flawlessly around the clock. With the ability to view and modify any product instantly and effortlessly on any device, you can maintain flexibility and accessibility. Utilizing state-of-the-art technology, SMART CUSTOMIZER represents what we believe is the premier Configure Price Quote platform on the market, a feat achieved through learning from industry leaders. Regardless of the type of products you offer, whether it be fashion, furniture, or sports equipment, SMART CUSTOMIZER provides a versatile solution that can enhance your business by delivering an exceptional product customization experience. We can have you set up with SMART CUSTOMIZER within just a few days, and our solution can be easily incorporated into your current website or eCommerce platform, or it can function as an independent site, ensuring you have options that fit your needs perfectly. By choosing SMART CUSTOMIZER, you are not just getting a tool; you are investing in a pathway to improved customer engagement and satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
Microsoft Power Apps Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 

Integrations

Microsoft Dynamics 365 No 
Microsoft Excel No 
Microsoft Power Apps No 
Microsoft Power Automate No 
Microsoft Power BI No 

Pricing Details

$17 per month per user
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
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 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 No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CRM Dynamics

Founded

2013

Country

United Kingdom

Website

www.crm-dynamics.co.uk

Vendor Details

Company Name

IDEA

Founded

2003

Country

Lithuania

Website

www.smartcustomizer.com

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 

Product Features

Product Configurator

2D Drawing Yes 
3D Modeling No 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine No 
eCommerce Yes 

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