Best Product Configurator Software for Microsoft Dynamics 365

Paramiq serves as a cloud-based configurator designed specifically for manufacturers who produce configurable physical products. Teams can set various dimensions and options as parameters, establish calculation and pricing formulas, select materials from their catalog, and generate consistent pricing, specifications, and bills of materials based on unified product rules. The platform features a visual configuration editor, an advanced formula engine, a comprehensive materials and pricing catalog, and supports both reusable and nested product configurations alongside calculation and quotation workflows. It allows for the creation of custom statuses and offers export options in PDF, Excel, and CSV formats. Users can utilize configurators internally, share them through public links, or integrate them directly into company websites. Additionally, optional 3D visualization capabilities illustrate how different dimensions, materials, and chosen options influence the final configured product. Paramiq ensures security with role-based team access, provides webhooks, and allows for configurable branding along with business-level features like white-label publishing and custom domains. Furthermore, its AI assistant is capable of generating editable drafts to streamline the configuration process, making it easier for teams to collaborate and innovate.

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!

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.

Microsoft Dynamics 365 Product Visualize is an augmented reality mobile app designed for iOS that enhances the sales process by facilitating a quicker mutual understanding between buyers and sellers. Launched in public preview in April 2019, this application is intricately linked with Dynamics 365 Sales through robust data and workflow integration. The introduction of the 2020 release wave 1 brings a new suite of features aimed at empowering sales professionals to deliver more comprehensive and informative product demonstrations. Additionally, the enhancement of the Spatial Notes system, which allows for 3D model annotations, directly responds to customer feedback regarding difficulties in effectively communicating product information, including its functionalities and maintenance needs. This issue is especially prevalent among manufacturers of intricate machinery that experience prolonged sales cycles and heightened technical complexity, which can often leave customers feeling overwhelmed. By addressing these challenges, Dynamics 365 Product Visualize aims to streamline the selling process and improve customer comprehension significantly.

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.

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.

Enhance the visual shopping experience for your clients by offering them an engaging visual selection process during their exploration and interaction. By doing so, sales channels will not only secure a competitive edge but also experience a quicker route to conversion. This approach will enable you to sell products more efficiently, reducing costly mistakes and duplicative efforts, which in turn will accelerate the sales cycle. Generate interest through fulfillment with a streamlined solution applicable across the entire organization. Increase the number of prospective opportunities and produce more quotes using a user-friendly and efficient quoting system. Fulfill customer needs with faster quote-to-delivery periods, thereby boosting win rates with reduced reliance on internal personnel. Automatically generate precise proposals along with the necessary fulfillment documentation, while also speeding up the introduction of new products by swiftly adjusting to market needs. Ultimately, this comprehensive strategy will enhance customer satisfaction and drive business growth.

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.

SwiftyQuote creates tailored online product configurators specifically designed for manufacturers of instrumentation. These configurators transform product catalogs, ordering guides, and technical specifications into an intuitive selection process, allowing buyers to easily navigate through valid combinations, identify the right model code, access datasheets, and submit quote requests. Manufacturers can seamlessly integrate a configurator into their websites or distribute it to customers, eliminating the need for in-house configuration software development. Additionally, SwiftyQuote offers optional features such as automated responses for quotes and leads, an AI-driven voice receptionist, follow-ups on quotes, customer support, workflow automation, and a comprehensive technical knowledge base. The platform also facilitates connections to various CRM and business systems like Salesforce, HubSpot, Microsoft Dynamics, Google Sheets, and Microsoft 365, while supporting API, email, and webhook workflows for efficient routing of configuration and inquiry details. This comprehensive suite of services ensures that manufacturers can enhance their customer engagement and streamline their operational processes effectively.