Quote Manager

Quote Manager

CRM Dynamics
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About

The Most Powerful CPQ to Accelerate Sales Cycles, Optimize Processes, and Drive Operational Efficiency—Backed by More Than 20 Years of Industry Experience. Empowering manufacturers with an advanced solution, Configure One Cloud customers report: • Enabled dealers to generate 40% of product configurations and 25% of sales orders, facilitating growth without increasing internal staff. • Reduced quote generation time by 50% and achieved 100% error reduction, streamlining the sales process and building customer trust. • Scalable environment for expansion, supporting a 400% growth rate and market diversification without compromising on quality or customer satisfaction. Some of Configure One Cloud Top Features: • Intuitive Advanced Rules Engine • Automated Multi-level BOM Generation • Dynamic Pricing Models • User-friendly Web Administration Interface • Seamless ERP/CRM Integration • Real-Time 3D Visualization Ready to transform your manufacturing process? Let's Talk!

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

Configure One Cloud is the CPQ solution of choice for manufacturers of configurable multi-option products. Trusted by 15,000 industry leaders worldwide, Configure One Cloud fits the needs of sales teams, channel partners, and self-service customers of manufacturers across a wide range of sector-specific industries. From Discrete Manufacturing and Capital Equipment to Process Industries, our software serves key sectors such as Heavy Machinery and Specialty Equipment, Building and Infrastructure Components, Electrical and Precision Instruments, Commercial Products, & more—wherever your business journey starts, greater outcomes start with Revalize.

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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Revalize
Founded: 2021
United States
www.revalizesoftware.com

Company Information

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

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Revalize

Categories

CPQ

Experience precision and control with Configure One Cloud (CPQ). Made for the complexities of manufacturing, we equip businesses to streamline entire sales processes—from quote-to-cash. Unlock growth and efficiency at scale, with industry-leading customization and seamless ERP/CRM integration capabilities that adapt to your operational needs.

Customization and automation at your fingertips — enable complex product assemblies and specifications with Configure One Cloud Product Configurator. Streamline the design-to-delivery process with tools that enhance precision, speed up production, and simplify intricate configurations. Achieve exceptional accuracy to enhance user experience and market adaptability.

All-in-One Quoting Tools — Precision-driven platform to streamline proposals with smart and customizable quotes. Cut down response time and increase win rates with an intuitive platform that automate complex calculations, ensure compliance, and equip your sales team with impactful quotes driven by smart pricing decisions.

Step into the future of sales with our Virtual Showroom and innovative 3D configurator. Experience high-end, near-photorealistic 3D renderings that bring customized environments to life, allowing users to visualize and interact with products in detail. Leverage our advanced CPQ engine integrated with cutting-edge VR capabilities to enhance design, quoting, and ordering processes. Simplify complex configurations with our intuitive 2D and interactive 3D technology, ensuring accuracy and driving precision with every order.

Leverage our state-of-the-art AR/VR technologies and 3D Spatial Configurator to enable users to visualize and interact with products in hyper-realistic detail. Simplify complex customizations and accelerate the design-to-purchase process, enhancing engagement and driving faster sales decisions with each interaction.

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

Quoting Features

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

Visual Configuration Features

2D Configuration
3D Configuration
CPQ Integration
Custom Pricing Options
Documentation
Dynamic Environments
Nonvisual Support
Saved Versions
Zoom In

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

Quoting Features

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

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

Capsule
Constant Contact Lead Gen & CRM
Epicor Kinetic
Epicor LumberTrack
Freshsales
GUMU
HubSpot CRM
Insightly
JD Edwards EnterpriseOne
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Excel
Microsoft Power Automate
Microsoft Power BI
Oracle Fusion Cloud ERP
Pipedrive
SAP MaxDB
Sage Intacct
Sage X3

Integrations

Capsule
Constant Contact Lead Gen & CRM
Epicor Kinetic
Epicor LumberTrack
Freshsales
GUMU
HubSpot CRM
Insightly
JD Edwards EnterpriseOne
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Excel
Microsoft Power Automate
Microsoft Power BI
Oracle Fusion Cloud ERP
Pipedrive
SAP MaxDB
Sage Intacct
Sage X3
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Claim Configure One Cloud and update features and information
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