IQ

IQ

WinMetrics
Quote Manager

Quote Manager

CRM Dynamics
+
+

Related Products

  • 3D Cloud
    42 Ratings
    Visit Website
  • DrayMaster
    1 Rating
    Visit Website
  • Buildxact
    264 Ratings
    Visit Website
  • Moovs
    36 Ratings
    Visit Website
  • TradingView Stock Widgets
    16 Ratings
    Visit Website
  • Act!
    554 Ratings
    Visit Website
  • Global Shop Solutions
    77 Ratings
    Visit Website
  • AuctionMethod
    43 Ratings
    Visit Website
  • Paladin POS
    28 Ratings
    Visit Website
  • Vehicle Acquisition Network (VAN)
    54 Ratings
    Visit Website

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 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

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

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

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

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

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

CPQ Supported
Quoting Supported

Product Configurator Features

2D Drawing Not Supported
3D Modeling Not Supported
Analysis & Constraints Not Supported
Custom Pricing Options Supported
eCommerce Not Supported
Inventory Management Not Supported
Recommendation Engine 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

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

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

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

Integrations

Microsoft Dynamics 365 Supported
Microsoft Excel Supported
Microsoft Power Apps Supported
Microsoft Power Automate Supported
Microsoft Power BI Supported
Claim IQ and update features and information
Claim IQ and update features and information
Claim Quote Manager and update features and information
Claim Quote Manager and update features and information