Quote Manager

Quote Manager

CRM Dynamics
Quoter

Quoter

Quoter Software
+
+

Related Products

  • DrayMaster
    1 Rating
    Visit Website
  • P3Source
    16 Ratings
    Visit Website
  • Buildxact
    261 Ratings
    Visit Website
  • Odoo
    1,694 Ratings
    Visit Website
  • EasySend
    28 Ratings
    Visit Website
  • Expedience Software
    34 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • Moovs
    36 Ratings
    Visit Website
  • Global Shop Solutions
    77 Ratings
    Visit Website
  • WEX Field Service Management
    67 Ratings
    Visit Website

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

About

Quoter is an online quoting platform for sales teams. Quoter helps sales teams save time, increase control, and win deals faster by streamlining the sales quote and proposal process. It comes with reusable quote and proposal templates, quote and email tracking, easy, online acceptance and payment, CRM and accounting integration, and so much more. Create more quotes, eliminate bottlenecks, and get paid faster with Quoter. Quoter is a lightning fast, modern quoting platform for technology service providers. Our easy-to-use platform, automation workflows, and unlimited user pricing plans will empower your team to create more quotes than ever before. All of our core plans include unlimited users. Create impressive, accurate quotes in just a few clicks. Rest easy knowing exactly when your quotes are opened. Seamless PSA, CRM, distributor, and accounting integrations. Leverage our automation to encourage more people to quote.

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

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

Audience

Sales teams and businesses of all sizes, from startups to global brands

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

$17 per month per user
Free Version
Free Trial

Pricing

$99 per month
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

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

Company Information

Quoter Software
Founded: 2019
Canada
www.quoter.com

Alternatives

Sculptor CPQ

Sculptor CPQ

Twistellar

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix
BlinQ

BlinQ

BlinQ Software
eRep

eRep

Revalize
Quoters

Quoters

Cloudman Labs

Categories

Categories

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

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

Agile CRM
ConnectBooster
ConnectWise PSA
Datagate Telecom Billing
Datto RMM
Highrise
HubSpot CRM
HubSpot Customer Platform
Keap
Mailchimp
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
QuickBooks Online Advanced
Salesforce
Syncro
Xero
Zapier
Zoho CRM

Integrations

Agile CRM
ConnectBooster
ConnectWise PSA
Datagate Telecom Billing
Datto RMM
Highrise
HubSpot CRM
HubSpot Customer Platform
Keap
Mailchimp
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
QuickBooks Online Advanced
Salesforce
Syncro
Xero
Zapier
Zoho CRM
Claim Quote Manager and update features and information
Claim Quote Manager and update features and information
Claim Quoter and update features and information
Claim Quoter and update features and information