Quote Manager vs. Sbison Comparison


Quote Manager CRM Dynamics	Sbison	+	+
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Key tools include: Assembly Assistant - Use real-time pricing and templates to build smarter estimates Estimate Reviewer - Catch mistakes and common errors before they cost you Takeoff Assistant - Measure and scale digital plans in minutes Estimate Generator - Create full estimates and complete quotes from scratch Stay on schedule with drag-and-drop timelines, real-time material pricing, and a customer portal that keeps everyone in sync—from the office to the job site. 264 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). 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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 Sbison is a quote detail tracking, time tracking and collaboration tool. It’s ideally suited for advertising agencies, development shops, marketing companies or any consulting business. Access to all features such as quote tracking, time tracking and collaboration. Pay only $144/year if you buy seat licenses annually. This is a 20% saving over the monthly subscription rate. Enterprise clients are eligible for additional discounts. Quote details are easily accessible from anywhere by your entire team. Quotes are fully searchable. System keeps running a total of pending, approved, and completed quotes. This makes it easier for forecasting resources, billing, and cost analysis. The time tracking feature makes it easy to capture all incremental billable hours for your whole team. Capturing lost hours feels like a new revenue stream. Team members can easily document and share new ideas and processes. Ensure this knowledge isn’t being lost or kept in silos.
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 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 Companies searching for a solution to track quote details and billable hours
Support Phone Support Supported 24/7 Live Support Not Supported Online 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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $17 per month per user Free Version Not Supported Free Trial Supported	Pricing $144.00/year/user Free Version Not Supported Free Trial Not 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 Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Supported
Company Information CRM Dynamics Founded: 2013 United Kingdom www.crm-dynamics.co.uk	Company Information Sbison Canada www.sbison.com
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Categories CPQ Supported Product Configurator Supported Proposal Management Supported Quoting Supported	Categories Quoting 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 Show More Features 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	Quoting Features Automated Quoting Supported Catalog Management Supported Client Portal Supported Contact Management Not Supported Customer Accounts Supported Customizable Branding Supported Discount Management Supported Forms Creation Not Supported Pricing Management Supported Product Configurator Not Supported Proposal Management Supported
Integrations Microsoft Dynamics 365 Supported Microsoft Excel Supported Microsoft Power Apps Supported Microsoft Power Automate Supported Microsoft Power BI Supported View All 5 Integrations	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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