KeyChange

KeyChange

Nexvue
Quote Manager

Quote Manager

CRM Dynamics
+
+

Related Products

  • InEight
    168 Ratings
    Visit Website
  • Bokun
    804 Ratings
    Visit Website
  • Synchredible
    30 Ratings
    Visit Website
  • Planview AdaptiveWork
    718 Ratings
    Visit Website
  • Fixed Asset Pro
    215 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • AnalyticsCreator
    46 Ratings
    Visit Website
  • Runn
    37 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • Premier Construction Software
    408 Ratings
    Visit Website

About

KeyChange is the most widely sold add-on product for Microsoft Dynamics SL with over 2,600 installations in over 26 countries. Change, merge, and reformat accounts, sub-accounts, and over 40 key fields in Microsoft Dynamics SL. Service Plans required on all versions for the first year. Catchup and penalty fees are applied when renewing plans which have lapsed more than 30 days. The difference in standard vs advanced support is $200 per year. If an existing standard plan has time remaining, the difference is allocated over the remaining months. If there is no plan, a full year of advanced edition is $499. May own either KeyChange Standard or Advanced Edition. Allows you to change account, sub and acct-sub combinations for one company at a time in a multi-company database. Support plan renewals are invoiced directly to clients (no reseller margin). Database KeyChange services (we run KeyChange on your data files and send the changed data back to you.) are billed at $200/hr.

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 Not 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 seeking a tool to change, merge, and reformat accounts, sub-accounts, and over 40 key fields in Microsoft Dynamics SL

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 Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Nexvue
United States
www.nexvue.com

Company Information

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

Alternatives

FlexiEPM

FlexiEPM

Flexi Solutions sp. z o.o. sp.k.

Alternatives

Sculptor CPQ

Sculptor CPQ

Twistellar
InterAcct

InterAcct

InterAcct Software
Experlogix CPQ

Experlogix CPQ

Experlogix
Quote Manager

Quote Manager

CRM Dynamics
eRep

eRep

Revalize

Categories

Categories

CPQ Supported
Quoting Supported

Business Intelligence Features

Ad Hoc Reports Not Supported
Benchmarking Not Supported
Budgeting & Forecasting Not Supported
Dashboard Not Supported
Data Analysis Supported
Key Performance Indicators Not Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Not Supported
Strategic Planning Not Supported
Trend / Problem Indicators Not Supported
Visual Analytics 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

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

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 KeyChange and update features and information
Claim KeyChange and update features and information
Claim Quote Manager and update features and information
Claim Quote Manager and update features and information