Quote Manager

Quote Manager

CRM Dynamics
Tacton CPQ

Tacton CPQ

Tacton Systems
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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

Automate your sales processes with the top-rated CPQ for manufacturing while ensuring you can govern your product offering across channels, optimize your supply chain, and deliver 100% accurate quotes. Make buying and selling of complex custom products simple with Guided Selling powered by Tacton CPQ. Tacton Visualization ensures your customers get to interact with their products in a real-time experience. CPQ Integrations ensure you deliver the right solution, at the right time, and in the right channel while ensuring efficient operations. Powered by CPQ, our Smart Commerce Platform provides an integrated solution that empowers you to be a digital-first, data-driven sales organization. Configure, Price and Quote with 100% accuracy using the top CPQ software for manufacturers. Create an engaging buying experience with Visual Configuration built for manufacturing. Free up engineering to focus on innovation by automating design to sell custom products as fast as standard.

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

Manufacturing businesses

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

No information available.
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

Tacton Systems
Founded: 1998
Sweden
www.tacton.com

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Categories

Categories

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

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

Integrations

DynaMaker
Dynamics 365 Commerce
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Salesforce

Integrations

DynaMaker
Dynamics 365 Commerce
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Salesforce
Claim Quote Manager and update features and information
Claim Quote Manager and update features and information
Claim Tacton CPQ and update features and information
Claim Tacton CPQ and update features and information