Quote Manager

Quote Manager

CRM Dynamics
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About

BoltWise is an AI-powered quoting and workflow automation platform built specifically for industrial distributors and fastener sellers to streamline the most time-intensive aspects of sales, sourcing, and catalog management. It accelerates quoting by return­ing quotes faster with intelligent part matching that understands messy RFQs, typos, and abbreviations, and maps customer and supplier part numbers to your own, eliminating tedious searches and manual lookup. BoltWise refines catalogs by turning inconsistent part descriptions into searchable attributes and uncovering duplicates so teams spend less time memorizing part numbers. It automates repetitive tasks like ingesting customer POs and generating purchase orders, freeing staff to focus on customer service and strategic work. It also includes a supplier library to quickly identify vendors for hard-to-find parts, and quoting analytics that reveal trends in parts, customer wins, productivity, and operational blind spots.

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 – 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

Industrial and fastener distributors searching for a tool to speed up part matching, automate quotes and POs, and improve catalog accuracy

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:

Review this Software

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

BoltWise
Founded: 2023
United States
getboltwise.com

Company Information

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

Alternatives

ConnectWise CPQ

ConnectWise CPQ

ConnectWise

Alternatives

Sculptor CPQ

Sculptor CPQ

Twistellar
Experlogix CPQ

Experlogix CPQ

Experlogix
BoltsEtAl

BoltsEtAl

Scimulate LLC
Hive CPQ

Hive CPQ

HiveCPQ
AutoQuotes

AutoQuotes

Revalize
eRep

eRep

Revalize

Categories

Categories

Quoting Features

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

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

Integrations

Epicor Prophet 21
INxSQL
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
The Business Edge

Integrations

Epicor Prophet 21
INxSQL
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
The Business Edge
Claim BoltWise and update features and information
Claim BoltWise and update features and information
Claim Quote Manager and update features and information
Claim Quote Manager and update features and information