Best CPQ Software for Microsoft Power Automate

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.

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

It's important to recognize that while CPQSync from Cincom may be a newcomer, the company itself boasts over half a century of experience and has been a player in the CPQ sector for around 25 years. This extensive history—comprising both achievements and setbacks—has shaped the creation of CPQSync, infusing it with valuable insights and knowledge. The integration of seasoned expertise with innovative, forward-looking ideas ensures that users and clients receive meaningful solutions that truly benefit them. CPQSync stands out as both a cloud-native and Microsoft Azure-native offering, marking a significant milestone for Cincom! The decision to transition to the cloud was driven by our commitment to enhancing customer experiences, both in terms of quality and variety. This cloud-based approach not only provides us with greater flexibility in our product vision but also enables us to adapt to shifting customer needs as the market landscape changes over time. Ultimately, this evolution reflects our dedication to continuous improvement and customer satisfaction.