Quote ManagerCRM Dynamics
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QuoterQuoter Software
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Related Products
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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
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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.
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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
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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
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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
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Audience
Sales teams and businesses of all sizes, from startups to global brands
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$17 per month per user
Free Version
Not Supported
Free Trial
Supported
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Pricing
$99 per month
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCRM Dynamics
Founded: 2013
United Kingdom
www.crm-dynamics.co.uk
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Company InformationQuoter Software
Founded: 2019
Canada
www.quoter.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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
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CPQ Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Approval Workflow
Not Supported
eCommerce
Supported
Guided Selling
Not Supported
Product Configurator
Supported
Proposal Generation
Not Supported
Quotes / Estimates
Supported
Renewal Management
Not Supported
Self Service Portal
Supported
Proposal Management Features
Automatic Formatting
Supported
Calendar Management
Not Supported
Collaboration
Not Supported
Contact Management
Not Supported
Content Repository
Supported
Document Management
Not Supported
Electronic Signature
Not Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
Requirements Management
Supported
Revision Management
Supported
RFP Management
Supported
Task Management
Not Supported
Templates
Supported
Version Control
Supported
Quoting Features
Automated Quoting
Supported
Catalog Management
Supported
Client Portal
Supported
Contact Management
Supported
Customer Accounts
Supported
Customizable Branding
Supported
Discount Management
Supported
Forms Creation
Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Supported
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Integrations
Autotask PSA
Not Supported
ConnectWise PSA
Not Supported
Datto RMM
Not Supported
Highrise
Not Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
Kaseya BMS
Not Supported
Keap
Not Supported
Mailchimp
Not Supported
Microsoft Dynamics 365
Supported
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Integrations
Autotask PSA
Supported
ConnectWise PSA
Supported
Datto RMM
Supported
Highrise
Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Kaseya BMS
Supported
Keap
Supported
Mailchimp
Supported
Microsoft Dynamics 365
Not Supported
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