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
About Quote Manager
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
Other Popular Alternatives & Related Software
Configure One Cloud
The Most Powerful CPQ to Accelerate Sales Cycles, Optimize Processes, and Drive Operational Efficiency—Backed by More Than 20 Years of Industry Experience.
Empowering manufacturers with an advanced solution, Configure One Cloud customers report:
• Enabled dealers to generate 40% of product configurations and 25% of sales orders, facilitating growth without increasing internal staff.
• Reduced quote generation time by 50% and achieved 100% error reduction, streamlining the sales process and building customer trust.
• Scalable environment for expansion, supporting a 400% growth rate and market diversification without compromising on quality or customer satisfaction.
Some of Configure One Cloud Top Features:
• Intuitive Advanced Rules Engine
• Automated Multi-level BOM Generation
• Dynamic Pricing Models
• User-friendly Web Administration Interface
• Seamless ERP/CRM Integration
• Real-Time 3D Visualization
Ready to transform your manufacturing process? Let's Talk!
Learn more about Configure One Cloud
PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
Learn more about PandaDoc
ConnectWise CPQ
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.
Learn more about ConnectWise CPQ
Yodify
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.
Learn more about Yodify
Pricing
Starting Price:
$17 per month per user
Free Trial:
Free Trial available.
Integrations
Company Information
CRM Dynamics
Founded: 2013
United Kingdom
www.crm-dynamics.co.uk
Videos and Screen Captures
Other Useful Business Software
Train ML Models With SQL You Already Know
Build and deploy ML models using familiar SQL. Automate data prep with built-in Gemini. Query 1 TB and store 10 GB free monthly.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
Quote Manager Frequently Asked Questions
Q: What kinds of users and organization types does Quote Manager work with?
Quote Manager works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Quote Manager support in their product?
Quote Manager supports these languages: English.
Q: What kind of support options does Quote Manager offer?
Quote Manager offers support via phone support and online.
Q: What other applications or services does Quote Manager integrate with?
Quote Manager integrates with: Microsoft Dynamics 365, Microsoft Excel, Microsoft Power Automate, Microsoft Power BI, and Microsoft Power Apps.
Q: What type of training does Quote Manager provide?
Quote Manager provides training in the form of documentation, live online, webinars, and in person.
Q: Does Quote Manager offer a free trial?
Yes, Quote Manager offers a free trial.
Q: How much does Quote Manager cost?
Pricing for Quote Manager starts at $17 per month per user.
Quote Manager Product Features
CPQ
Approval Workflow
Supported
Guided Selling
Supported
Product Configurator
Supported
Proposal Generation
Supported
Quotes / Estimates
Supported
2D Drawing
Not Supported
3D Modeling
Not Supported
Renewal Management
Not Supported
Self Service Portal
Not Supported
eCommerce
Not Supported
Product Configurator
3D Modeling
Supported
Custom Pricing Options
Supported
2D Drawing
Not Supported
Analysis & Constraints
Not Supported
Inventory Management
Not Supported
Recommendation Engine
Not Supported
eCommerce
Not Supported
Proposal Management
Collaboration
Supported
Contact Management
Supported
Document Management
Supported
RFP Management
Supported
Templates
Supported
Automatic Formatting
Not Supported
Calendar Management
Not Supported
Content Repository
Not Supported
Electronic Signature
Not Supported
Knowledge Library
Not Supported
Pipeline Management
Not Supported
Requirements Management
Not Supported
Revision Management
Not Supported
Task Management
Not Supported
Version Control
Not Supported
Quoting
Automated Quoting
Supported
Catalog Management
Supported
Contact Management
Supported
Customizable Branding
Supported
Discount Management
Supported
Pricing Management
Supported
Product Configurator
Supported
Client Portal
Not Supported
Customer Accounts
Not Supported
Forms Creation
Not Supported
Proposal Management
Not Supported
