Quote Manager 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.

Pricing

Pricing Starts At:
$17 per month per user
Free Trial:
Yes

Integrations

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Company Details

Company:
CRM Dynamics
Year Founded:
2013
Headquarters:
United Kingdom
Website:
www.crm-dynamics.co.uk

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Customer Support
Business Hours
Online Support

Quote Manager Features and Options

Quoting Software

Automated Quoting
Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management
Product Configurator

CPQ Software

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates

Proposal Management Software

Collaboration
Contact Management
Document Management
RFP Management
Templates

Product Configurator Software

3D Modeling
Custom Pricing Options

Quote Manager User Reviews

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