Quote Manager

Quote Manager

CRM Dynamics
WebRate

WebRate

IBQ Systems
+
+

Related Products

  • P3Source
    16 Ratings
    Visit Website
  • DrayMaster
    1 Rating
    Visit Website
  • Buildxact
    264 Ratings
    Visit Website
  • Odoo
    1,729 Ratings
    Visit Website
  • Expedience Software
    34 Ratings
    Visit Website
  • Gravity Software
    45 Ratings
    Visit Website
  • RemotePeople
    546 Ratings
    Visit Website
  • Moovs
    36 Ratings
    Visit Website
  • Global Shop Solutions
    77 Ratings
    Visit Website
  • Plauti
    123 Ratings
    Visit Website

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

Offer quotes 24/7. Right from your website. Customers love the convenience. You’ll love the time it frees up. Over 350 classcodes for BOP and 40 classcodes for Contractors will receive a real-time rate. The information is sent back to your agency to issue. Easy as that. Add a quote button to your site. Point it at your branded quoting page. You’re done. No IT headaches or web developer hassles. Commercial quotes can be a pain. You spend hours gathering info. Repeatedly enter the same info in carrier websites. Customers visit your website. They click the “Get a Quote” button. It could be Sunday or Tuesday at midnight when you’re not open. They enter their info. Choose the coverages. You both save time and frustration. They get a realtime quote. You get a text or email with the details. Everyone is happy. IBQ Webrate is friendly to your customers and their phones. It’s designed to detect the device and optimize accordingly. There’s no squinting or fat fingering. It’s just easy.

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

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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

Companies searching for a solution to offer commercial quotes

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

No information available.
Free Version Supported
Free Trial Not Supported

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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

IBQ Systems
www.ibqsystems.com/commercial-webrate/

Alternatives

Sculptor CPQ

Sculptor CPQ

Twistellar

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix
VistaQuote

VistaQuote

Ambry Hill Technologies
Compulife

Compulife

Compulife Software
eRep

eRep

Revalize
Oracle CPQ

Oracle CPQ

Oracle
Crete Quote

Crete Quote

Evolution Quotes

Categories

CPQ Supported
Quoting Supported

Categories

Quoting 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

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

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 Not Supported
Product Configurator Not Supported
Proposal Management Supported

Integrations

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

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
Claim Quote Manager and update features and information
Claim Quote Manager and update features and information
Claim WebRate and update features and information
Claim WebRate and update features and information