DealHubDealHub.io
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Quote ManagerCRM Dynamics
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Related Products
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About
DealHub's award-winning Revenue Amplification Platform offers the most complete and connected revenue workflow for your organization. Our zero-code solution empowers visionary leaders to connect their teams and processes, execute deals faster, and create predictable pipeline more effectively than ever before.
Our platform centralizes B2B buyer communications and connects every stage of the sales lifecycle – all from one easy-to-use guided selling playbook.
DealHub customers benefit from increased average deal size, faster time-to-revenue, greater sales rep productivity, and real-time buyer intent data.
Our Revenue Amplification Platform includes:
Configure-Price-Quote (CPQ)
Contract Management
Subscription Management
DealRoom
DealHub integrates natively with Salesforce, Microsoft Dynamics 365, Freshworks and other leading CRMs.
Visit dealhub.io to accelerate your sales and revenue operations.
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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
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Sales, Sales Operations, Revenue Operations
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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
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$17 per month per user
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationDealHub.io
Founded: 2013
Austin, Texas
dealhub.io
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Company InformationCRM Dynamics
Founded: 2013
United Kingdom
www.crm-dynamics.co.uk
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Alternatives |
Alternatives |
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Categories |
Categories |
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CPQ Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Supported
eCommerce
Not Supported
Guided Selling
Supported
Product Configurator
Supported
Proposal Generation
Supported
Quotes / Estimates
Supported
Renewal Management
Supported
Self Service Portal
Not Supported
Proposal Management Features
Automatic Formatting
Supported
Calendar Management
Not Supported
Collaboration
Supported
Contact Management
Supported
Content Repository
Supported
Document Management
Supported
Electronic Signature
Supported
Knowledge Library
Supported
Pipeline Management
Supported
Requirements Management
Supported
Revision Management
Supported
RFP Management
Supported
Task Management
Supported
Templates
Supported
Version Control
Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Supported
Contract Management Features
Buy Side (Suppliers)
Supported
Completion Tracking
Supported
Compliance Tracking
Not Supported
Contract Lifecycle Management
Supported
Electronic Signature
Supported
Full Text Search
Supported
Government Contracts
Not Supported
Pre-built Templates
Supported
Sell Side (Customers)
Not Supported
Specialty Contracts
Supported
Version Control
Supported
Workflow Management
Supported
Sales Engagement Features
Call Scripts / Call Steps
Not Supported
CRM Integration
Supported
Email Sequences
Supported
Email Tracking / Automation
Supported
Lead Management
Supported
Reporting / Analytics
Supported
Sales / Voice Dialer
Not Supported
Sales Automation
Supported
Search
Not Supported
Task Management
Not Supported
Templates
Supported
Workflow Management
Supported
Subscription Management Features
Cancellation Management
Supported
Discount / Coupon Management
Supported
Dunning Management
Supported
Enrollment Management
Supported
Product Catalog
Supported
Recurring Billing
Supported
Revenue Recognition
Supported
Revenue Recovery Tools
Supported
Self Service Portal
Supported
Subscription Plan Management
Supported
Tax Management
Supported
Trial Management
Supported
Usage Tracking/Analytics
Supported
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CPQ Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Supported
eCommerce
Not Supported
Guided Selling
Supported
Product Configurator
Supported
Proposal Generation
Supported
Quotes / Estimates
Supported
Renewal Management
Not Supported
Self Service Portal
Not Supported
Proposal Management Features
Automatic Formatting
Not Supported
Calendar Management
Not Supported
Collaboration
Supported
Contact Management
Supported
Content Repository
Not Supported
Document Management
Supported
Electronic Signature
Not Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
Requirements Management
Not Supported
Revision Management
Not Supported
RFP Management
Supported
Task Management
Not Supported
Templates
Supported
Version Control
Not Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Not Supported
Contact Management
Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Not Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Not Supported
Product Configurator Features
2D Drawing
Not Supported
3D Modeling
Supported
Analysis & Constraints
Not Supported
Custom Pricing Options
Supported
eCommerce
Not Supported
Inventory Management
Not Supported
Recommendation Engine
Not Supported
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Integrations
Microsoft Dynamics 365
Supported
Freshsales
Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Microsoft Excel
Not Supported
Microsoft Power Apps
Not Supported
Microsoft Power Automate
Not Supported
Microsoft Power BI
Not Supported
RevOnyx
Supported
Salesforce
Supported
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Integrations
Microsoft Dynamics 365
Supported
Freshsales
Not Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
Microsoft Excel
Supported
Microsoft Power Apps
Supported
Microsoft Power Automate
Supported
Microsoft Power BI
Supported
RevOnyx
Not Supported
Salesforce
Not Supported
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