Best CPQ Software for Microsoft Dynamics 365

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

incentX isn't just another sales commission software; it's a game-changer for businesses keen on optimizing their incentive management. In a world where efficiency is paramount, incentX delivers by making complex calculations feel effortless. Align your sales team's ambitions with the company's direction, creating a cohesive work environment. Manual calculations? They're a thing of the past. With our platform, you get quick and accurate results. Integration is seamless, especially with powerhouses like SAP and Oracle NetSuite, ensuring your data is always connected. But it's not just about crunching numbers; our analytics provide a deeper understanding, shaping your future strategies. The streamlined processes reduce potential errors, ensuring all teams, from sales to finance, are aligned. Every customer interaction is an opportunity, and with incentX, these moments are maximized, leading to lasting relationships. With incentX, you're not just managing; you're excelling.

BlueSnap's All in-One Accounts Receivable Automation solution is the best rated software solution for payment processing, billing/invoicing, recurring billing, and subscription management. Billing and Invoicing: Create stunning invoices using our powerful invoice editor, which is integrated into your accounting system. You can create a customer portal and allow automatic charging, payment collection, late fees, and payment collection. BlueSnap offers subscription management and recurring billing for fast-growing companies worldwide. You can enable trial periods, manage subscriptions, and prorate subscriptions. Payment Processing: BlueSnap can integrate with all types of payment solutions, including credit card payments, ACH and SEPA, as well as wires. We can handle partial payments, automatic failed payments retry, or automatic payment recovery.

DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).

GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features. Our Digital Sales Room has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts. With a comprehensive suite of features designed to increase win rates, GetAccept stands at the forefront of the digital sales transformation.

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

Connectbase's Industry Growth Cloud is a network of intelligence about location that allows buyers and sellers to create growth opportunities for connectivity providers. The award-winning ecosystem of The Connected World combines location intelligence, workflow, including pricing, prospecting, and market participation. Globally, over 600 million locations are managed to drive growth for 150+ service providers.

With global customers serving multiple industries, including software, finance, media, transportation, and communications, BillingPlatform is the only revenue lifecycle management platform on the market that enables enterprises to effectively monetize any type of product offering, from simple subscriptions to sophisticated usage-based pricing models and everything in between. BillingPlatform provides full process support of the revenue lifecycle – from product setup, quoting, billing and invoicing, revenue recognition, through payment and collections – all on a secure, next-generation cloud platform. The unparalleled flexibility of the platform puts enterprises in control of how they differentiate in the market, maximize profitability, reduce operational costs and improve the customer experience.

iDashboards helps you move beyond the burden of spreadsheets and blend data from multiple sources into dynamic, custom dashboards.

Quote Manager CPQ for Microsoft Dynamics 365. Microsoft Dynamics 365's powerful add-on, Quote Manager CPQ, is fully native to Microsoft Dynamics 365. This add-on allows sales teams to quickly create and send professional branded quotations from Dynamics 365. Quote Manager CPQ, the only Quote/CPQ software 100% dedicated to Dynamics 365, holds all configuration, data and set up data in Dynamics. You have complete control over any customizations or use of standard Microsoft Dynamics 365 features like queries, charts, views, workflows, and views. The standard Excel export/import functionality for Product Database modifications is used, along with PowerBI dashboards or PowerApps. Standard Word Templates and other add-ons control the output of quotes. Quote generation. Search over 10,000+ products. Filter by category, make and supplier. You can add products to the quote, modify the layout with comments, sub-totals and edit descriptions

Your ad ops workflows will be simplified, saving you and your team hours in setting up and managing campaigns. Integrate with multiple ad server, custom ad server, and all of your downstream tech stack. Voiro takes out the complexity so you don’t have to worry. Your teams will be empowered with data. They will be alerted to growth opportunities, revenue at-risk, and many other reports. Your business will grow when you empower your teams with data. Revenue can be transformed from a lagging indicator to a leading indicator by providing accurate, real-time projections of revenue across all channels, business streams, systems, and channels. Voiro's real time revenue reconciliation will reduce your monthly billing and accounting cycles to minutes. Voiro's accuracy assurance ensures that revenue reports can be automated and configured with all major ERP systems. Voiro's APIs allow you to see every detail of your business and push revenue numbers into all your downstream programs.

Axonom's Powertrak CPQ Software Suite is a cloud-based, mobile-friendly platform that streamlines and enhances sales quoting, pricing, and product configuration. Powertrak empowers sales teams and channel partners to convert leads faster by making product and pricing information easier to access. Powertrak integrates seamlessly with the most popular business tools such as Microsoft Dynamics 365 and Salesforce, Oracle, NetSuite and Macola Software.

Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time.

Apparound is more than an ordinary CPQ. Is an all-in-one sales tool that allows reps to be more effective during the negotiations by simplifying their daily activities and allowing them to involve more the customer. The solution consists of 10 modules that manage the complete sales cycle: starting from the configuration of the offer to the collection of the order.

BestCPQ software allows Salesforce users to create highly customized quotes based on complex pricing and business rules. This helps sales close more deals quickly and efficiently. It is designed for companies with complex products, services, and channels who want to get more from their Salesforce CRM. BestCPQ syncs seamlessly with your ERP. It makes sales people aware of ERP information. That's powerful. This also means that closed orders and won orders can be used to drive the ERP process flow. No more dual entry. BestCPQ is powered with commercial SYNC to enable front-office and back-office integration. BestCPQ allows sales reps and their partners to access complex pricing and business rules in real-time. This allows them to quickly and accurately quote and price a deal. It eliminates errors and allows partners and reps to achieve better business outcomes.

XaitCPQ (Configure price, quote) stores all complex product, pricing and business rules in one central location. This allows for automation and streamlining in real-time. We help organizations win more deals with better margins. We make it quick and easy for customers to price and build the right product and service combinations. Reduce the sales cycle and eliminate bottlenecks. Sales teams can present the right solution at the right price to the right customer at the right time. XaitCPQ is a cloud-based solution that allows sales reps to work anywhere and from any device. Management can see exactly where a purchase is at any point in the process, its status and who's working. There are more chances to sell and add value than ever before.

Your customers will have a better visual buying experience. Your customers will enjoy a visual selection experience when they research and engage with you. You will have a competitive edge and a faster path to conversion for your sales channels. You'll be able sell products faster by eliminating costly errors, duplication of effort, and speeding up your sales cycle. A single solution that works across the enterprise can drive interest and fulfillment. A simple and intuitive quoting system will increase the number of opportunities and generate more quotations. Reduced quote-to-delivery time to meet customer requirements. Increase win rates by reducing dependence on internal staff. Automate the creation of accurate proposals and downstream fulfillment information. You can accelerate the introduction of new products by adapting faster to market needs.

No more pre-production nightmares. Elfsquad is for creators. Elfsquad connects the sales-and production processes and allows sellers and buyers to easily configure complex products. Your sales team, dealers, and customers can configure complex products. Elfsquad makes complex products easy to understand for all audiences. This is Elfsquad’s USP: A quotation from Elfsquad doesn’t only guarantee a flawless configuration, but it also meets customer demand seamlessly. Integrate with other IT applications. Configuration is only the beginning of a logistical process. Elfsquad can integrate with any other software, including ERP, CAD CRM, Outlook, Excel, Outlook, CRM, Outlook, Excel and your local storage. Elfsquad digitalizes your entire processes. Our software must sell your products. Another great USP. Elfsquad is developed by people who are skilled in sales and not IT professionals. Because it is possible that your best IT person may not be your best salesperson.

CPQSync by Cincom is not a new product. However, Cincom has been in the CPQ market since about 25 years ago and has been around for over 50 years. CPQSync was born out of all that experience, including the successes and failures as well as the lessons learned. Customers and users get real value when you combine the best of both worlds: experienced minds and forward-thinking perspectives. CPQSync is that solution. CPQSync can be used in both cloud and Microsoft Azure. This is a first for Cincom products! We made the decision to move to the cloud to provide better customer experiences in terms of quality, quantity, and design. Cloud-based allows us to be flexible with our product vision and allows for us to respond to customer demands as the market changes.

Renewtrak connects the global tech sector to power the subscription and renewal economy. Our customers can take control of recurring revenue streams, automate quoting via complex distribution channels, and present their customers with personalized renewal options for any type of license, maintenance, support, or annuity contract. Automated notifications for renewals save your team's time and reach every account, increasing renewal rates. Use the renewal event to grow your existing customers. Allow your customers to browse, self-checkout and close the deal quickly for a faster quote-to-cash. We bring the B2C digital customer experience to B2B where customers are encouraged to not only renew but also expand. Renewtrak automates repetitive work so that your team can focus on the important things. Our dashboard provides real-time visibility with AI-enabled scores for likelihood to renew.

Imperium Dynamics Sales CPQ, a powerful quote-management solution, is built on Microsoft Dynamics 365 Sales. It includes all the functionalities necessary for easy product configurations, quick quoting and efficient order creation.