Quote ManagerCRM Dynamics
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Related Products
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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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About
Yodify unifies Distributed Enterprise Catalogs (DEC) with powerful ecommerce and CPQ in one platform. Manage product data once and syndicate it across every channel—dealer, distributor, or direct—ensuring accuracy and consistency everywhere.
Integrated ecommerce capabilities support both retail and complex B2B selling, from self-serve purchasing to configurable, quote-driven workflows. With native CPQ, customers can configure products, apply account-specific pricing, and generate quotes instantly, streamlining sales and reducing manual effort.
Book a demo and see DEC-powered commerce in action.
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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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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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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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Audience
Businesses Requiring a Solution to Manage a Digital Product Catalog and Increase Sales with SEO and e-Commerce for Industrial & Commercial Businesses
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$17 per month per user
Free Version
Not Supported
Free Trial
Supported
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Pricing
$99/month
Yodify offers flexible pricing and functionality options for any business.
Brands - check out our DEC for Brands pricing; get your channel partner network online with DEC Catalog sites quickly & affordably.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationCRM Dynamics
Founded: 2013
United Kingdom
www.crm-dynamics.co.uk
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Company InformationYodify
Founded: 2014
Canada
www.yodify.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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
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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Product Configurator Features
2D Drawing
Not Supported
3D Modeling
Not Supported
Analysis & Constraints
Supported
Custom Pricing Options
Supported
eCommerce
Supported
Inventory Management
Supported
Recommendation Engine
Not Supported
Quoting Features
Automated Quoting
Not 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
Supported
Inventory Control Features
Allocation
Supported
Barcoding
Not Supported
Cost Tracking
Not Supported
Forecasting
Not Supported
Item Management
Supported
Order Management
Supported
Procurement Management
Not Supported
Reorder Management
Supported
Serial Number Tracking
Not Supported
SKU / UPC Codes
Supported
Supplier Management
Supported
Inventory Management Features
Alerts/Notifications
Supported
Barcoding / RFID
Not Supported
Forecasting
Not Supported
Inventory Optimization
Supported
Kitting
Supported
Manufacturing Inventory Management
Supported
Mobile Access
Supported
Multi-Channel Management
Supported
Product Identification
Supported
Reorder Management
Supported
Reporting/Analytics
Not Supported
Retail Inventory Management
Supported
Supplier Management
Supported
Warehouse Management
Not Supported
eCommerce Features
Catalog Management
Supported
Channel Management
Supported
CRM
Supported
Customer Accounts
Supported
Data Security
Supported
Email Marketing
Supported
Inventory Management
Supported
Kitting
Supported
Loyalty Program
Not Supported
Mobile Access
Supported
Multi-Store Management
Supported
Order Management
Supported
Product Configurator
Supported
Promotions Management
Supported
Returns Management
Supported
Reviews Management
Supported
SEO Management
Supported
Shopping Cart
Supported
Templates
Supported
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Integrations
Brevo
Not Supported
Google Analytics
Not Supported
HARMONiQ
Not Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
Microsoft Dynamics 365
Supported
Microsoft Excel
Supported
Microsoft Power Apps
Supported
Microsoft Power Automate
Supported
Microsoft Power BI
Supported
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Integrations
Brevo
Supported
Google Analytics
Supported
HARMONiQ
Supported
HubSpot CRM
Supported
HubSpot Customer Platform
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
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