Quote Manager

Quote Manager

CRM Dynamics
+
+

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About

Control revenue performance with truly accurate pipeline forecasts. See critical deal flow easily configured for your business, because your data comes right from Salesforce. Assemble the most complex quotes and orders with just 1-click including, discounts, add-ons, specials, etc., no matter how many parts you include. Gain real-time visibility into your entire revenue cycle - from initial sales engagement, quoting, billing, renewal, inventory, and shipping! Only Kugamon delivers the complete picture of every customer engagement. 100% Lightning interface makes adoption easy. Blazing performance eliminates wait-times for quotes, orders, and invoices, while reducing keying errors. Increase overall rep productivity - keep your customers happy. Built with App Empathy Kugamon help those new to Salesforce become experts in Closing. Revenue attainment becomes easier with every new hire.

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 searching for a subscription management 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 Not Supported
24/7 Live Support Not Supported
Online Not 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 Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Kugamon
United States
kugamon.com

Company Information

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

Alternatives

PSQuote

PSQuote

CLD Partners

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Oracle CPQ

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Revalize

Categories

Quoting Supported

Categories

CPQ Supported
Quoting Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Not 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

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

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

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
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Claim Kugamon and update features and information
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