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

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Pricing

Starting Price:
$17 per month per user
Free Trial:
Free Trial available.

Integrations

See Integrations

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

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

Videos and Screen Captures

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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?
Q: What languages does Quote Manager support in their product?
Q: What kind of support options does Quote Manager offer?
Q: What other applications or services does Quote Manager integrate with?
Q: What type of training does Quote Manager provide?
Q: Does Quote Manager offer a free trial?
Q: How much does Quote Manager cost?

Quote Manager Product Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
2D Drawing
3D Modeling
Renewal Management
Self Service Portal
eCommerce

Product Configurator

3D Modeling
Custom Pricing Options
2D Drawing
Analysis & Constraints
Inventory Management
Recommendation Engine
eCommerce

Proposal Management

Collaboration
Contact Management
Document Management
RFP Management
Templates
Automatic Formatting
Calendar Management
Content Repository
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
Task Management
Version Control

Quoting

Automated Quoting
Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management
Product Configurator
Client Portal
Customer Accounts
Forms Creation
Proposal Management