IQ

IQ

WinMetrics
Quote Manager

Quote Manager

CRM Dynamics
+
+

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About

WinMetrics®/IQ is a product configurator and sales quote web application. If your sales channel generates 1,000 quotes per year for configured products, IQ can pay for itself in its first year and provide over 200% ROI in 2 years. Jupiter Systems, the display wall technology company (more), wanted a faster, easier way to communicate product configuration and pricing to its direct sales reps and world-wide network of dealers. To satisfy Jupiter's requirements, we developed the Jupiter Online Quotes System (JOQS). JOQS enables Jupiter sales reps and dealers to configure a display wall controller and get a sales quote in seconds via the Internet. Since January 2002, JOQS has generated over 70,000 sales quotes for over 500 users. With Jupiter's blessing, we generalized the JOQS code to create the product we call WinMetrics® IQTM, for Internet Quotes. To follow is the IQ Product Description.

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

Companies interested in a sales quote web application solution

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

WinMetrics
www.winmetrics.com/iq_product.html

Company Information

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

Alternatives

Alternatives

Sculptor CPQ

Sculptor CPQ

Twistellar
Experlogix CPQ

Experlogix CPQ

Experlogix
Jupiter

Jupiter

Jupiter Intelligence
Jupiter

Jupiter

Jantek Electronics
eRep

eRep

Revalize
JupiterMeet Pro

JupiterMeet Pro

Jupiter Softwares

Categories

Categories

Product Configurator Features

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
eCommerce
Inventory Management
Recommendation Engine

Product Configurator Features

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
eCommerce
Inventory Management
Recommendation Engine

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

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

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI

Integrations

Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
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