Quote ManagerCRM Dynamics
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ToolQuoteJDL Technical Services
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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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ToolQuote:
About
ToolQuote is a mold quoting software that helps you efficiently put together your quotes quickly. ToolQuote is completely customizable to the way you quote tools currently. All quotes are added to a database and you will be able to search & compare similar tools you have done previously. A powerful graphic interface automatically creates a visualization of the tool layout in plan and side view. Steel sizes and material costs for all tool positions are automatically generated and calculated from the tool layout generated. A history of each quote can be displayed to give a fast and clear overview of revisions to quotes. Actual costs can be added to each tool for future comparison to new quote calculations. Selectable master profiles allows for unique component libraries to be created for exclusive inclusion into templates. All information can be exported into a .CSV file for mapping into your ERP system or custom Excel quote sheets.
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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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ToolQuote:
Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not 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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ToolQuote:
Audience
Companies in need of a Quoting solution
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Quote Manager:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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ToolQuote:
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Quote Manager:
API
Offers API
Not Supported
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ToolQuote:
API
Offers API
Not Supported
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Quote Manager:
Screenshots and Videos |
ToolQuote:
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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ToolQuote:
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Quote Manager:
Reviews/
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ToolQuote:
Reviews/
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Quote Manager:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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ToolQuote:
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Quote Manager:
Company InformationCRM Dynamics
Founded: 2013
United Kingdom
www.crm-dynamics.co.uk
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ToolQuote:
Company InformationJDL Technical Services
Founded: 2005
Canada
www.jdltech.ca
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Quote Manager:
Alternatives |
ToolQuote:
Alternatives |
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Quote Manager:
Categories |
ToolQuote:
Categories |
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Quote Manager:
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
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
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ToolQuote:
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
Supported
Pricing Management
Supported
Product Configurator
Supported
Proposal Management
Not Supported
Tool Management Features
Calibration Management
Not Supported
Fixed Asset Management
Not Supported
Issue & Return Management
Not Supported
Job Costing
Supported
Maintenance Scheduling
Not Supported
Order Management
Not Supported
Tool Kitting
Not 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
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ToolQuote:
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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Quote Manager:
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ToolQuote:
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