Quote Manager

Quote Manager

CRM Dynamics
Quote Manager TsquareAI

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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
TsquareAI:

About

TsquareAI builds and runs AI visualiser applications for building-product brands, merchants and builders. Customers start from a photo or address of their own home, design with the brand's real products, colours and options, then save the design or send it to the brand's team as an enquiry. Every application is built around the brand's range and product rules, so what customers see is something the brand can supply. Each application is scoped with the brand's team, then built, launched and run by the same team: hosting, monitoring, support and agreed improvements. It can sit inside a page on the brand's existing website or run on its own domain, with enquiries sent to the inbox or system the brand chooses. The Visualiser runs on James Hardie Australia's website. Alongside it, TsquareAI offers Planner, for planning a project around a brand's products on the real plan, and Quantities, for working out quantities from plans and designs. Headquartered in Sydney, Australia.
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
TsquareAI:

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
TsquareAI:

Audience

Building-product manufacturers and brands (cladding, roofing, windows, bricks, kitchens, bathrooms, flooring), building supply merchants and home builders that want customers to see and plan with their real products on their own project.
Quote Manager:

Support

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

Support

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

API

Offers API Not Supported
TsquareAI:

API

Offers API Not Supported
Quote Manager:

Screenshots and Videos

TsquareAI:

Screenshots and Videos

No images available
Quote Manager:

Pricing

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

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
TsquareAI:

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
TsquareAI:

Training

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

Company Information

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

Company Information

TsquareAI
Australia
www.tsquare.ai
Quote Manager:

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Quote Manager:

Categories

CPQ Supported
Quoting Supported
TsquareAI:

Categories

Quote Manager:

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

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

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

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
Quote Manager:

Integrations

Microsoft Dynamics 365 Supported
Microsoft Excel Supported
Microsoft Power Apps Supported
Microsoft Power Automate Supported
Microsoft Power BI Supported
TsquareAI:

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
TsquareAI:
Claim TsquareAI and update features and information
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