Quote ManagerCRM Dynamics
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SAASRAM SuiteSAASTEPS
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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
The SAASRAM Suite by SAASTEPS is an all-in-one revenue lifecycle management solution designed to streamline and automate business operations, enhancing growth and profitability. Built natively on the Salesforce platform, it offers a unified data model that eliminates the need for custom code or integrations, ensuring seamless integration with existing CRM and ERP systems. The suite encompasses various components, including eCommerce, payment processing, quoting, subscription management, billing and invoicing, renewals, and revenue recognition. This comprehensive approach enables businesses to attract, retain, and cultivate customer relationships through a standardized 360˚ customer view dashboard. By consolidating billing, renewals, and revenue recognition into a single, synchronized system, SAASRAM empowers teams to collaborate efficiently, automate workflows, and unlock new growth opportunities beyond the initial sale.
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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
Companies seeking a tool to optimize their revenue lifecycle management operations
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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
No information available.
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
Supported
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Company InformationCRM Dynamics
Founded: 2013
United Kingdom
www.crm-dynamics.co.uk
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Company InformationSAASTEPS
Founded: 2021
United States
saasteps.com/saasram-suite/
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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
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
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
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Integrations
Microsoft Dynamics 365
Supported
Microsoft Excel
Supported
Microsoft Power Apps
Supported
Microsoft Power Automate
Supported
Microsoft Power BI
Supported
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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
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