Quote Manager

Quote Manager

CRM Dynamics
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About

No more pre-production nightmares. Elfsquad is for makers. We connect the sales- and production processes, and enable sellers and buyers to configure complex products without errors. Let your sales team, dealers and even customers configure complex products. Elfsquad enables you to make complex products understandable; for all audiences. This is one of Elfsquad’s USP’s: a quotation from Elfsquad does not only mean an error-free configuration, it also seamlessly meets customer demand. Integrate with other IT applications. A configuration is just the beginning of a logistical process. That is why Elfsquad integrates with all other software: ERP, CAD, CRM, Outlook, Excel, your local storage: you name it. Elfsquad digitalizes your entire processes. Another great USP: our software has to sell your products. That is why Elfsquad is implemented by people who know sales, instead of by people who know IT. Because it is likely that your best IT person is not your best sales person.

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

Small to mid-sized production companies and manufacturers

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

Elfsquad
Founded: 2016
Netherlands
www.elfsquad.io

Company Information

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

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Categories

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

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

Microsoft Dynamics 365
Microsoft Excel
Adobe Marketo Engage
DynaMaker
Exact voor Handel
Google Drive
HubSpot CRM
HubSpot Customer Platform
Infor LN
Insightly
Microsoft Outlook
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Pipedrive
Stackreaction
abas ERP

Integrations

Microsoft Dynamics 365
Microsoft Excel
Adobe Marketo Engage
DynaMaker
Exact voor Handel
Google Drive
HubSpot CRM
HubSpot Customer Platform
Infor LN
Insightly
Microsoft Outlook
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Pipedrive
Stackreaction
abas ERP
Claim Elfsquad and update features and information
Claim Elfsquad and update features and information
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