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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
From straightforward transactions to intricate sales processes, we have the solutions you need. WeEstimate, along with our specialized feature modules, offers customizable options to cater to national accounts, contract pricing, various catalogs, differing tax codes, advanced reporting, and the numerous sales hurdles encountered by larger, multi-location businesses. Meanwhile, WeSuite provides small to medium-sized enterprises with robust tools that fit their scale and budget, facilitating growth. Our sales management software and mobile applications enable your team to operate more effectively, present with professionalism, and enhance sales performance by streamlining and automating the entire quote-to-close journey. The ease of coordination and collaboration has reached new heights, as real-time, centralized information ensures that all team members remain aligned and focused on shared objectives. By leveraging pipeline insights and comprehensive sales analytics, you can make informed business choices that drive your organization forward and boost profitability. Ultimately, our solutions are designed to empower your team while propelling your business to new heights of success.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
System Surveyor
Integrations
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
System Surveyor
Pricing Details
$17 per month per user
Free Trial
Free Version
Pricing Details
$69.95 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
WeSuite
Founded
2008
Country
United States
Website
wesuite.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
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
