Quote Manager

Quote Manager

CRM Dynamics
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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

About

Quotient is a sophisticated and intuitive online quote creation and management software solution that enables users to create, send, and manage quotes seamlessly. Available on the Mac, iPhone/iPad, and Windows and 100% secure, this application makes the quote creation process more efficient with its robust features that include acceptance confirmation emails, quote templates, private notes to quotes (for in-house use), one-click online quote acceptance, and more. Quotient can also be integrated with Xero, Zapier, Insightly, QuickBooks Online, Capsule, MailChimp, and Highrise.

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

Quotient caters to small businesses and individuals who require a robust system for creating professional quotes and managing them all in one centralized location.

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

$20.00/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

Quotient
Founded: 2012
New Zealand
quotientapp.com

Alternatives

Sculptor CPQ

Sculptor CPQ

Twistellar

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix
BlinQ

BlinQ

BlinQ Software
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
eRep

eRep

Revalize
Quoter

Quoter

Quoter Software

Categories

Categories

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Product Configurator Features

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
eCommerce
Inventory Management
Recommendation Engine

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

Bookkeeper360
Capsule
Insightly
Integrately
KonnectzIT
Mailchimp
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Automate
Microsoft Power BI
QuickBooks Online
QuickBooks Online Advanced
Raklet
Stackreaction
Unata
Wufoo
Xero
Zapier
servis.ai

Integrations

Bookkeeper360
Capsule
Insightly
Integrately
KonnectzIT
Mailchimp
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Automate
Microsoft Power BI
QuickBooks Online
QuickBooks Online Advanced
Raklet
Stackreaction
Unata
Wufoo
Xero
Zapier
servis.ai
Claim Quote Manager and update features and information
Claim Quote Manager and update features and information
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Claim Quotient and update features and information