Quote Manager

Quote Manager

CRM Dynamics
+
+

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About

Being 15 years in Business Intelligence for Microsoft Dynamics, having experience from 1,000 projects around the globe, we build a plug-and-analyze BI solution that covers more than 80% of your analytics requirements. BI4Dynamics can deliver a complete BI solution in a matter of days regardless of your company size, industry, or complexity. It supports all versions of Microsoft Dynamics. No matter if they are running in the cloud or on-premises. Superior out of the box BI developed, especially for Microsoft Dynamics. Unparalleled flexibility that allows your team to be in control of the BI project. Complete Business Intelligence solution is ready from the first day of deployment. BI4Dynamics is developed especially for Microsoft Dynamics and is ready to give you meaningful results in a couple of clicks. The very next day after the installation of BI4Dynamics you will have access to more than 2000 BI Fields (KPIs) that can be easily accessible using predefined Power BI or Excel.

About

Quote Manager CPQ for Microsoft Dynamics 365. Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 โ€“ where all the set up, configuration and data is held in Dynamics. As a result you have full control over any additional customization or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps. Quote output is controlled by standard Word Templates or other add-ons. Quote Generation. Search across 10,000+ products. Sort and filter by category, make, supplier, and product description. Add products to the quote, customize the layout with comments and sub-totals, edit descriptions

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that use Microsoft Dynamics and want a business intelligence solution

Audience

B2B companies that need an add-on completely native within Microsoft Dynamics 365 that enables sales teams to create and send professional branded quotes from Dynamics 365 in a few minutes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$17 per month per user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BI4Dynamics
Founded: 2011
United Kingdom
www.bi4dynamics.com

Company Information

CRM Dynamics
Founded: 2013
United Kingdom
www.crm-dynamics.co.uk

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Categories

Categories

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Product Configurator Features

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
eCommerce
Inventory Management
Recommendation Engine

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
Microsoft Dynamics 365 Business Central
Microsoft Power Apps
Microsoft Power Automate

Integrations

Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
Microsoft Dynamics 365 Business Central
Microsoft Power Apps
Microsoft Power Automate
Claim BI4Dynamics and update features and information
Claim BI4Dynamics and update features and information
Claim Quote Manager and update features and information
Claim Quote Manager and update features and information