Quote ManagerCRM Dynamics
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Related Products
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About
EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems.
Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution.
If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA.
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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
Supported
Mac
Not Supported
Linux
Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
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
Companies with critical processes which are underpinned by Excel
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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
Not 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
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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PricingPricing is based on the specific configuration and options needed by each customer. You have two options for implementation - you can build the app, on-prem, or we can implement it for you and you can install on your network or cloud. Contact EASA for a custom quote.
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 InformationEASA
Founded: 2008
United States
easasoftware.com
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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
Not 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
Not Supported
Contact Management
Not Supported
Content Repository
Not Supported
Document Management
Supported
Electronic Signature
Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
Requirements Management
Not Supported
Revision Management
Supported
RFP Management
Not Supported
Task Management
Not Supported
Templates
Supported
Version Control
Supported
Quoting Features
Automated Quoting
Not Supported
Catalog Management
Not Supported
Client Portal
Not Supported
Contact Management
Not Supported
Customer Accounts
Not Supported
Customizable Branding
Supported
Discount Management
Not Supported
Forms Creation
Supported
Pricing Management
Not Supported
Product Configurator
Supported
Proposal Management
Supported
Low-Code Development Features
AI-Assisted Development
Not Supported
Business Process Automation
Not Supported
Collaborative Development
Not Supported
Data Aggregation and Publishing
Supported
Deployment Management
Supported
Drag & Drop
Not Supported
Integrations Management
Supported
Iteration Management
Not Supported
Performance Monitoring
Not Supported
Requirements Management
Not Supported
Templates
Supported
Visual Modeling
Not Supported
Web / Mobile App Development
Supported
Workflow Management
Supported
Spreadsheet Features
Analytics
Supported
Audit Trail
Not Supported
Calculators
Supported
Charting
Supported
Multi-User Collaboration
Not Supported
Templates
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
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
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
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Integrations
Microsoft Excel
Supported
Inventor Nastran
Supported
MATLAB
Supported
Microsoft Dynamics 365
Not Supported
Microsoft Dynamics GP
Supported
Microsoft Power Apps
Not Supported
Microsoft Power Automate
Not Supported
Microsoft Power BI
Not Supported
MySQL
Supported
R-Studio
Supported
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Integrations
Microsoft Excel
Supported
Inventor Nastran
Not Supported
MATLAB
Not Supported
Microsoft Dynamics 365
Supported
Microsoft Dynamics GP
Not Supported
Microsoft Power Apps
Supported
Microsoft Power Automate
Supported
Microsoft Power BI
Supported
MySQL
Not Supported
R-Studio
Not Supported
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