Quote ManagerCRM Dynamics
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| Quote Manager | Solidify | |||||
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Related Products
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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
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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.
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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
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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
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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
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Solidify:
Audience
B2B manufacturers that are at an Enterprise level operation, with more than $1M in sales.
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Quote Manager:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Solidify:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Quote Manager:
API
Offers API
Not Supported
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Solidify:
API
Offers API
Not Supported
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Quote Manager:
Screenshots and Videos |
Solidify:
Screenshots and Videos |
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Quote Manager:
Pricing
$17 per month per user
Free Version
Not Supported
Free Trial
Supported
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Solidify:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Quote Manager:
Reviews/
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Solidify:
Reviews/
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Quote Manager:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Solidify:
Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Quote Manager:
Company InformationCRM Dynamics
Founded: 2013
United Kingdom
www.crm-dynamics.co.uk
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Solidify:
Company InformationSolidify
Founded: 1998
United States
www.solidifycorp.com
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Quote Manager:
Alternatives |
Solidify:
Alternatives |
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Quote Manager:
Categories |
Solidify:
Categories |
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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
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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
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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
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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
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Quote Manager:
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Solidify:
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