Quote Manager

Quote Manager

CRM Dynamics
Quote Manager Solidify

Related Products

  • P3Source
    4.9 out of 5 stars 16 Ratings
    Visit Website for P3Source
  • DrayMaster
    5.0 out of 5 stars 1 Rating
    Visit Website for DrayMaster
  • Buildxact
    4.5 out of 5 stars 264 Ratings
    Visit Website for Buildxact
  • Odoo
    4.2 out of 5 stars 1,729 Ratings
    Visit Website for Odoo
  • Expedience Software
    4.8 out of 5 stars 34 Ratings
    Visit Website for Expedience Software
  • Gravity Software
    4.5 out of 5 stars 46 Ratings
    Visit Website for Gravity Software
  • RemotePeople
    4.6 out of 5 stars 986 Ratings
    Visit Website for RemotePeople
  • Moovs
    4.8 out of 5 stars 36 Ratings
    Visit Website for Moovs
  • Plauti
    4.4 out of 5 stars 124 Ratings
    Visit Website for Plauti
  • Global Shop Solutions
    4.2 out of 5 stars 77 Ratings
    Visit Website for Global Shop Solutions
Quote Manager:

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
Solidify:

About

Solidify is an eCommerce and Configure-Price-Quote solutions that help manufacturers succeed in today’s competitive environment. With their intuitive Sales Portal, organizations can create an elegant Product Catalog and Product Configurator to give users access to their accounts anytime, anywhere. Easily check inventory, pricing, order status and even reorder, without having to check in with customer service or the sales team. In addition, Solidify can eliminate up to 85% of manual order processing – cutting customer service costs. Plus, it talks to back-end legacy/ERP systems to process all sales transactions.
Quote Manager:

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
Solidify:

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
Quote Manager:

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
Solidify:

Audience

B2B manufacturers that are at an Enterprise level operation, with more than $1M in sales.
Quote Manager:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Solidify:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Quote Manager:

API

Offers API Not Supported
Solidify:

API

Offers API Not Supported
Quote Manager:

Screenshots and Videos

Solidify:

Screenshots and Videos

Quote Manager:

Pricing

$17 per month per user
Free Version Not Supported
Free Trial Supported
Solidify:

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported
Quote Manager:

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
Solidify:

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
Quote Manager:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported
Solidify:

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported
Quote Manager:

Company Information

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

Company Information

Solidify
Founded: 1998
United States
www.solidifycorp.com
Quote Manager:

Alternatives

Sculptor CPQ

Sculptor CPQ

Twistellar
Solidify:

Alternatives

Quote Manager:
Experlogix CPQ

Experlogix CPQ

Experlogix
Solidify:
QuoteWerks

QuoteWerks

Aspire Technologies, Inc
Quote Manager:
Solidify:
Onsight

Onsight

Maxxor Business Solutions
Quote Manager:
Solidify:
FPX

FPX

Revalize
Quote Manager:
eRep

eRep

Revalize
Solidify:
Oracle CPQ

Oracle CPQ

Oracle
Quote Manager:

Categories

CPQ Supported
Quoting Supported
Solidify:

Categories

Catalog Management Supported
CPQ Supported
eCommerce Supported
Order Management Supported
Quoting Supported
Quote Manager:

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
Solidify:

CPQ Features

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

Catalog Management Features

Catalog Creation Not Supported
Content Library Not Supported
Content Management Not Supported
Cross Selling Functionality Not Supported
Custom Product Attributes Not Supported
Customizable Catalogs Not Supported
Desktop Publishing Not Supported
Pricing Management Not Supported
Product Comparison Not Supported
Search Not Supported

Order Management Features

Back Order Management Supported
Catalog Management Supported
Inventory Management Supported
Order Entry Supported
Order Fulfillment Supported
Order Tracking Supported
Recurring Orders Supported
Returns Management Supported
Shipping Management Supported
Special Order Management Supported

eCommerce Features

Catalog Management Supported
Channel Management Not Supported
CRM Supported
Customer Accounts Not Supported
Data Security Supported
Email Marketing Not Supported
Inventory Management Supported
Kitting Supported
Loyalty Program Not Supported
Mobile Access Supported
Multi-Store Management Not Supported
Order Management Supported
Product Configurator Supported
Promotions Management Not Supported
Returns Management Not Supported
Reviews Management Supported
SEO Management Supported
Shopping Cart Supported
Templates Supported
Quote Manager:

Integrations

Microsoft Dynamics 365 Supported
Microsoft Excel Supported
Microsoft Power Apps Supported
Microsoft Power Automate Supported
Microsoft Power BI Supported
Salesforce Not Supported
SoluLab Not Supported
Solidify:

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
Salesforce Supported
SoluLab Supported
Quote Manager:
Claim Quote Manager and update features and information
Claim Quote Manager and update features and information
Solidify:
Claim Solidify and update features and information
Claim Solidify and update features and information