Best Quoting Software for Microsoft Dynamics 365

You can create standalone projects easily or use your favorite CRM to do it in one click. All project details are available at a glance. You can also plan your resources using built-in Gantt charts. You can assign tasks, visualize progress of projects, increase team collaboration, reduce waste, and break down projects into organized tasks. PSOhub's Task Manager allows you to eliminate spreadsheets and make everything online. Self-driving time tracking allows you to bill clients more accurately and spend less time on timesheets. PSOhub makes it possible to stop making assumptions about resource allocation. Real-time insight allows you to manage your team and see what is ahead. PSOhub automates the invoicing process by automatically entering data. It's never been easier to bill clients and get paid.

Envoy B2B is an eCommerce and wholesale content platform that recognizes that people are the most important aspect of your B2B. We place the emphasis on what is most important - your team. One destination for all. A digital catalog, order destination and rep enablement platform that empowers wholesale teams to support their retail customers and grow. Are you looking for content to engage your retailers as well? Envoy B2B Studios can bring modern go-to-market content production to your brand. We offer high-volume product photography, 360deg videos spins, 3D scanning and custom/lifestyle photography. Video capture/editing, interactive media creation, animation, and many other services.

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.

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.

Zoey allows wholesale and B2B businesses to place orders online from any device, anytime, anywhere. A mobile app can be used to capture orders, create sales quotations and search for product/pricing information. Your buyers can place orders online through a self-service portal. Our seller features include quote generation, customer groups and access restrictions. We also offer quick order capabilities, multi-theme support and a mobile app. Self-service buyer tools include order status, account maintenance, reordering and order status. Zoey is made up of three components. Zoey Web provides a self-service ordering option to your customers, either via a public website or internal order portal. Zoey App allows salespeople the ability to sell online or in person. Zoey Admin is a web-based backend that allows you to create and manage orders, products, customers, and other information.

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).

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.

PrintSmith Vision is the affordable print management solution that understands and automates print operational processes in franchise shops, small print shops, print-on-demand, and in-plant facilities. • Powerful estimating • Point-of-sale capabilities • Account management • Production management • Accounting and sales analysis tools Full business reporting capabilities provide real-time analytics that allow you to identify productivity and job costing. - Estimating and quoting: Get estimates quickly, accurately, and right the first time. With PrintSmith Vision you can generate estimates for all of your jobs, from business cards and letterheads to complex projects. This solution provides multi-bidding capabilities for up to forty different quantities, invoice templates, and estimates history. - Financial management: Customizable reporting, enabling your organization to automate the management of your job costing, invoicing, purchase order management, and accounts receivable operations and provide an improved buyer experience. In addition, email enablement for invoices and other customer communications reduces postage requirements and provides timely information to customers.

Transform your sales interactions into a cohesive, personalized, and easily monitored sales environment. Reduce the clutter of inundated inboxes by adopting a dynamic hub where all your sales and customer success resources are just a click away. You can effortlessly share demo recordings, collaborative strategies, essential documents, and learning materials, among other things. Differentiate yourself from competitors by integrating the complete sales journey into one streamlined, adaptable, and traceable workspace. We are dedicated to assisting you at every stage, from initial outreach and post-demonstration follow-ups to finalizing deals and continuing on to onboarding and managing accounts. With our support, you can ensure a seamless experience for your clients throughout the entire sales process.

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.

Minoa is a platform designed specifically for B2B SaaS companies, enabling them to effectively communicate their value, create optimized deals, and enhance their revenue capabilities. By facilitating closer collaboration between teams and their customers, it ensures that revenue potential is fully realized. Engage with your prospects to develop compelling value cases that resonate with their needs. This approach not only accelerates the sales process but also boosts conversion rates through efficient value discussions. With Minoa, you can help customers uncover the complete value of your offerings while easily crafting adaptable deals that receive swift approvals. The platform offers a comprehensive product catalog, serving as a reliable source for all feature-related and pricing information. Make well-informed pricing choices backed by real-time monetization analytics. Additionally, Minoa provides a modern price book that simplifies discounting guidance, empowering your sales team to make strategic decisions. Ultimately, Minoa transforms how companies approach sales by ensuring that every step is grounded in value and collaboration.

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.

Software is what we do. For manufacturers. Amazing software. It works well and it is beautiful. Why? Faster rockets. Better cars. Cheaper production. What if everything could get 30% faster, better and stronger? Let's all work together to create this future. Atlas Solutions' Fulcrum is a SaaS platform that allows small and medium-sized manufacturers to increase efficiency through workflow optimization and automated data gathering. Fulcrum provides value through a digital, paperless workflow that leverages machine learning, predictive analytics, advanced heuristics, and machine learning to increase throughput and profitability. We help manufacturers transition to cutting-edge software that reduces stress, gets more out good employees, automates tedious tasks, and allows you to focus on what really matters: customer relationships.

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.