Quote Manager

Quote Manager

CRM Dynamics
ToolQuote

ToolQuote

JDL Technical Services
Quote Manager ToolQuote

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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
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.
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
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
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
ToolQuote:

Audience

Companies in need of a Quoting solution
Quote Manager:

Support

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

Support

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

API

Offers API Not Supported
ToolQuote:

API

Offers API Not Supported
Quote Manager:

Screenshots and Videos

ToolQuote:

Screenshots and Videos

Quote Manager:

Pricing

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

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

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Review this Software
ToolQuote:

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
ToolQuote:

Training

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

Company Information

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

Company Information

JDL Technical Services
Founded: 2005
Canada
www.jdltech.ca
Quote Manager:

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Quote Manager:

Categories

CPQ Supported
Quoting Supported
ToolQuote:

Categories

Quoting Supported
Tool Management Supported
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
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
Quote Manager:

Integrations

Microsoft Dynamics 365 Supported
Microsoft Excel Supported
Microsoft Power Apps Supported
Microsoft Power Automate Supported
Microsoft Power BI Supported
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
Quote Manager:
Claim Quote Manager and update features and information
Claim Quote Manager and update features and information
ToolQuote:
Claim ToolQuote and update features and information
Claim ToolQuote and update features and information