Quote ManagerCRM Dynamics
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About
EXPEDIENCE AUTOMATES MICROSOFT WORD PROPOSALS
Use Microsoft Word to craft business proposals, RFP responses, or Statements of Work (SOWs)? Expedience delivers unmatched efficiency, flawless branding consistency, and 100% document accuracy – without ever leaving Microsoft Word!
THE MICROSOFT ADVANTAGE
Native to Microsoft Word, Expedience leverages the best of Microsoft 365:
• Use Rich Content (tables, charts, videos, PowerPoint slides, etc)
• Consistent Corporate Branding
• Copilot Generative AI
• Excel Data Integration
• Realtime Collaboration
SELF-SERVE SALES PROPOSALS
Create proposals, sales documents, and SOWs in just a few clicks - even from Excel spreadsheets! Consistent, accurate, and perfectly formatted every time.
TRUSTED CONTENT
Curated, branded, approved content that you can trust, at your fingertips inside Microsoft Word. No proofing required.
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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
B2B organizations with complex offerings that create formal proposals and respond to RFPs.
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$17 per month per user
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationExpedience Software
Founded: 2012
United States
www.expediencesoftware.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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CategoriesExpedience automates branded & formatted Microsoft Word documents with a vetted content library. Proposal automation directly within Microsoft Word. Get the most from Microsoft Copilot for proposals! Proposal automation and process management directly within Microsoft Word. Get the most from Microsoft Copilot for proposals! Automated RFI responses directly within Microsoft Word. Get the most from Microsoft Copilot AI with Expedience! Automated RFP responses directly within Microsoft Word. Branded, formatted, and accurate! Get the most from Microsoft Copilot AI with Expedience! |
Categories |
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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
Document Generation Features
Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates
Forms Automation Features
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
RFP Features
Bid Management
Collaboration
Content Management
Data Import / Export
Due Date Tracking
Knowledge Library
Progress Tracking
Requirements Management
RFP Creation
RFP Responding
Task Management
Templates
Vendor Management
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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
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
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Integrations
Microsoft Excel
Clipboard for Microsoft Outlook
Microsoft 365
Microsoft 365 Copilot
Microsoft 365 Copilot for Sales
Microsoft Copilot
Microsoft Dynamics 365
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
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Integrations
Microsoft Excel
Clipboard for Microsoft Outlook
Microsoft 365
Microsoft 365 Copilot
Microsoft 365 Copilot for Sales
Microsoft Copilot
Microsoft Dynamics 365
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
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