DoneQuote

DoneQuote

Overlab Holding B.V.
Quote Manager

Quote Manager

CRM Dynamics
DoneQuote Quote Manager

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DoneQuote:

About

DoneQuote is AI quoting software for companies that sell by sending quotes: trades and home services, plus B2B and field-sales teams with a catalog (for example commercial equipment dealers). Slow quotes lose jobs. Bad quotes lose them too: wrong lines, wrong prices, messy PDFs, version chaos, and unclear scope. DoneQuote drafts from your catalog so quotes are complete and accurate. You review every line, edit in plain English, and send a branded online quote. The customer opens it on their phone and approves with one click. Quiet quotes get a reminder. A sales tool from lead to deal, not invoicing or scheduling. First 10 sent quotes free. Works on mobile. Until the deal is done.
Quote Manager:

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
DoneQuote:

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
Quote Manager:

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
DoneQuote:

Audience

Companies that sell by quote: trades and home services, plus B2B and field-sales teams with a catalog.
Quote Manager:

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
DoneQuote:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Quote Manager:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
DoneQuote:

API

Offers API Not Supported
Quote Manager:

API

Offers API Not Supported
DoneQuote:

Screenshots and Videos

Quote Manager:

Screenshots and Videos

DoneQuote:

Pricing

$119/mo or $99/mo yearly
First 10 sent quotes free; Pro $119/mo or $99/mo yearly.
Free Version Not Supported
Free Trial Supported
Quote Manager:

Pricing

$17 per month per user
Free Version Not Supported
Free Trial Supported
DoneQuote:

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
Quote Manager:

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
DoneQuote:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Quote Manager:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
DoneQuote:

Company Information

Overlab Holding B.V.
Netherlands
donequote.com
Quote Manager:

Company Information

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

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DoneQuote:

Categories

Quoting Supported
Quote Manager:

Categories

CPQ Supported
Quoting Supported
Quote Manager:

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

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

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

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
DoneQuote:

Integrations

Microsoft Dynamics 365 Not Supported
Microsoft Excel Not Supported
Microsoft Power Apps Not Supported
Microsoft Power Automate Not Supported
Microsoft Power BI Not Supported
Quote Manager:

Integrations

Microsoft Dynamics 365 Supported
Microsoft Excel Supported
Microsoft Power Apps Supported
Microsoft Power Automate Supported
Microsoft Power BI Supported
DoneQuote:
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Quote Manager:
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