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Average Ratings 4 Ratings

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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

Yodify’s DEC platform centralizes product data and syndicates it across every sales channel, powering consistent partner and ecommerce experiences. Built-in ecommerce supports both simple transactions and complex B2B workflows, including native CPQ for configuration, pricing, and quoting. This allows manufacturers and brands to manage products once while enabling scalable, accurate selling everywhere—reducing catalog complexity and improving channel performance. Book a demo to see how Yodify powers modern channel commerce at scale.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Brevo No 
Google Analytics No 
HARMONiQ No 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
Microsoft Power Apps Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 
QuickBooks Online No 
Scoro No 
Stripe No 

Integrations

Brevo Yes 
Google Analytics Yes 
HARMONiQ Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Dynamics 365 No 
Microsoft Excel No 
Microsoft Power Apps No 
Microsoft Power Automate No 
Microsoft Power BI No 
QuickBooks Online Yes 
Scoro Yes 
Stripe Yes 

Pricing Details

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

Pricing Details

$99/month
Yodify offers flexible pricing and functionality options for any business.

Brands - check out our DEC for Brands pricing; get your channel partner network online with DEC Catalog sites quickly & affordably.
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) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
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

Yodify

Founded

2014

Country

Canada

Website

www.yodify.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

eCommerce

CRM Yes 
Catalog Management Yes 
Channel Management Yes 
Customer Accounts Yes 
Data Security Yes 
Email Marketing Yes 
Inventory Management Yes 
Kitting Yes 
Loyalty Program No 
Mobile Access Yes 
Multi-Store Management Yes 
Order Management Yes 
Product Configurator Yes 
Promotions Management Yes 
Returns Management Yes 
Reviews Management Yes 
SEO Management Yes 
Shopping Cart Yes 
Templates Yes 

Inventory Control

Allocation Yes 
Barcoding No 
Cost Tracking No 
Forecasting No 
Item Management Yes 
Order Management Yes 
Procurement Management No 
Reorder Management Yes 
SKU / UPC Codes Yes 
Serial Number Tracking No 
Supplier Management Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization Yes 
Kitting Yes 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management Yes 
Reporting/Analytics No 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management No 

Product Configurator

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

Quoting

Automated Quoting No 
Catalog Management Yes 
Client Portal Yes 
Contact Management No 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

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