Quote Manager

Quote Manager

CRM Dynamics
Quote Manager WorkRails

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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
WorkRails:

About

Selling services is hard—but with 10-30% of your company’s revenue riding on it, getting it wrong isn’t an option. Here’s how WorkRails helps SaaS companies increase adoption and reduce churn. Break down silos between your sales and PS teams and start building connections instead. WorkRails aligns and reduces friction among departments, so everyone can enjoy the sweet taste of success. Proper scoping leads to better customer engagement. WorkRails allows you to scope service engagements quickly and accurately for faster, more efficient planning—reducing downstream risk and creep. Gone are the days of wasting time manually inputting into complicated spreadsheets to sell professional and managed services. To close more deals than you ever thought possible, you need the power of automation.
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
WorkRails:

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
WorkRails:

Audience

Sales teams looking for a platform that streamlines all aspects of the sales process
Quote Manager:

Support

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

Support

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

API

Offers API Not Supported
WorkRails:

API

Offers API Not Supported
Quote Manager:

Screenshots and Videos

WorkRails:

Screenshots and Videos

Quote Manager:

Pricing

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

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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WorkRails:

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
WorkRails:

Training

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

Company Information

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

Company Information

WorkRails
Founded: 2016
United States
workrails.com
Quote Manager:

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Quote Manager:
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WorkRails:
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Quote Manager:

Categories

CPQ Supported
Quoting Supported
WorkRails:

Categories

Quote Manager:

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

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
Quote Manager:

Integrations

Conga Billing Not Supported
Docusign Not Supported
Microsoft Dynamics 365 Supported
Microsoft Excel Supported
Microsoft Power Apps Supported
Microsoft Power Automate Supported
Microsoft Power BI Supported
NetSuite Not Supported
Oracle Cloud CX Not Supported
Salesforce Not Supported
Zuora Not Supported
WorkRails:

Integrations

Conga Billing Supported
Docusign Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel Not Supported
Microsoft Power Apps Not Supported
Microsoft Power Automate Not Supported
Microsoft Power BI Not Supported
NetSuite Supported
Oracle Cloud CX Supported
Salesforce Supported
Zuora Supported
Quote Manager:
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WorkRails:
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