Best Quoting Software for Microsoft Dynamics 365
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Compare the Top Quoting Software that integrates with Microsoft Dynamics 365 as of April 2026
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This a list of Quoting software that integrates with Microsoft Dynamics 365. Use the filters on the left to add additional filters for products that have integrations with Microsoft Dynamics 365. View the products that work with Microsoft Dynamics 365 in the table below.
What is Quoting Software for Microsoft Dynamics 365?
Quoting software helps businesses generate accurate and professional price quotes quickly for products or services, streamlining the sales process. It automates the creation of quotes by pulling data from product catalogs, pricing rules, and discount policies, ensuring consistency and reducing errors. Many quoting tools integrate with CRM, ERP, and billing systems to provide real-time pricing and availability. Features often include customizable templates, approval workflows, e-signatures, and analytics to track quote status and conversion rates. Quoting software improves sales efficiency, accelerates deal closure, and enhances customer experience. Compare and read user reviews of the best Quoting software for Microsoft Dynamics 365 currently available using the table below. This list is updated regularly.
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1
PSOhub
PSOhub
The only all-in-one Project Management software that seamlessly integrates with your favorite CRM. Start increasing your productivity for only $8.50 per month. What PSOhub does for your organization: Manage all your projects easier through improved collaboration, easy scheduling, and budget management. Prioritize, delegate, and report on your projects. Track and manage team activities with task boards. Use templates and other smart contract functionality to manage your fixed fee or time-and-material contracts, and send detailed quotes that convert directly into a project. Manage your resources with ease. No more guessing. Log more time with self-driving time tracking and simple manual time logs in your PSOhub calendar, timesheet grid, browser extension or mobile app. Send personalized invoices, both automatic or manual and spend less time on approving, sending and tracking your invoices.Starting Price: $12.50 per user per month -
2
Zoey
Zoey
Zoey gives distributors and manufacturers a B2B ecommerce website, self-service buyer portal, order management system, and native mobile sales app in one platform. Zoey becomes the central operating layer between your sales team, buyers, and back-office systems. Built on B2B-specific commerce logic: customer-level pricing, multi-account management, purchase approvals, net terms, and rep ordering on behalf of buyers. No-code storefront, no developers required. Inside sales teams manage quotes and approvals from a web dashboard. Field reps, delivery drivers, and trade show teams capture orders from a mobile app that works offline. Supports barcode scanning and AI ingestion converting PDFs and photos into order drafts. Built-in CRM, order management, quoting, and invoicing, no third-party add-ons. Native integrations: NetSuite, QuickBooks Online, ShipStation. Data mapper connects to any ERP without custom development. Cut manual order entry, scale without hiring.Starting Price: $600/month -
3
Envoy B2B
Envoy B2B
Envoy B2B is a wholesale content and eCommerce platform that understands that people are the most important part of your B2B. We put the focus on what matters most - your team. We’ve built Envoy B2B to empower your reps, build stronger relationships with your retailers, and give your brand the power to build a stronger, more successful wholesale channel. One destination for all. An order destination, digital catalog and rep enablement platform that supercharges wholesale teams to support their retailers and grow. Are you also in need of content to engage your retailers? Envoy B2B Studios brings modern go to market content production to your brand. We offer high volume product photography, 360° video spins, 3D scanning, custom/lifestyle photography, video capture/editing, interactive content creation, animation, and more. -
4
ConnectWise CPQ
ConnectWise
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. -
5
BlueSnap
BlueSnap
BlueSnap's All-in-One Accounts Receivable Automation solution, formerly Armatic, is the highest rated software solution for Payment Processing, Billing/Invoicing, Recurring Billing and Subscription Management. Billing and Invoicing: Create beautiful invoices with our powerful invoice editor synced into your accounting system. Provide a customer portal, automatic charging, payment collection, and apply late fees. Recurring Billing & Subscription Management: BlueSnap provides enterprise-class subscription billing management for fast-growing businesses worldwide. Enable trial periods, manage plans, or prorate subscriptions. Payment Processing: BlueSnap is processor agnostic and provides integrations to all types of payment solutions from credit card payments, ACH, SEPA to wires. We handle partial payments, automatic failed payment retry, and automatic payment recovery.Starting Price: $35/user/month -
6
DealHub
DealHub.io
DealHub's award-winning Revenue Amplification Platform offers the most complete and connected revenue workflow for your organization. Our zero-code solution empowers visionary leaders to connect their teams and processes, execute deals faster, and create predictable pipeline more effectively than ever before. Our platform centralizes B2B buyer communications and connects every stage of the sales lifecycle – all from one easy-to-use guided selling playbook. DealHub customers benefit from increased average deal size, faster time-to-revenue, greater sales rep productivity, and real-time buyer intent data. Our Revenue Amplification Platform includes: Configure-Price-Quote (CPQ) Contract Management Subscription Management DealRoom DealHub integrates natively with Salesforce, Microsoft Dynamics 365, Freshworks and other leading CRMs. Visit dealhub.io to accelerate your sales and revenue operations. -
7
eRep
Revalize
eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!Starting Price: $75/user/month -
8
Quote Manager
CRM Dynamics
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 descriptionsStarting Price: $17 per month per user -
9
PrintSmith Vision
Graphic Communications
PrintSmith® Vision (PSV) is an affordable print shop management software from Graphic Communications that was designed to meet the specific demands of small- to mid-sized print service providers. This scalable platform gives quick printers, digital print shops, sign and display businesses, in-plant facilities, CRDs, and franchise print storefronts complete control of their print operations. It includes job estimating, order management, scheduling, shop floor data collection, as well as accounting, cash management, and reporting tools. By design, it seamlessly integrates with our powerful MarketDirect Platform for supercharged capabilities that include web-to-print, e-commerce, variable data printing, automated fulfilment, and muti-carrier shipping automation.Starting Price: $0 -
10
trumpet
trumpet
Streamline your sales back and forth into centralized, personalized and trackable sales rooms. Eliminate the chaos of overflowing inboxes by embracing a vibrant space where every piece of your sales and customer success materials can be accessed through a single link. Share recordings of demos, collaborative action plans, documents, educational content, and beyond. Stand out from the competition by consolidating the entire sales process within one organized, customizable, and trackable workspace. We support you from outreach, to post-demo, to closing and onwards to onboarding and account management.Starting Price: £29 per user per month -
11
Powertrak
Axonom
Powertrak CPQ Software Suite by Axonom is a cloud-based and mobile-friendly platform that enhaces and streamlines the sales quoting, ordering, pricing, and product configuration processes. With Powertrak, sales teams and channel partners are more empowered to turn leads into conversions faster by making accurate product and pricing information more accessible. Powertrak offers seamless integrations with leading business tools, such as, Microsoft Dynamics 365, Salesforce, Oracle, NetSuite, and Macola Software.Starting Price: $500.00 per month -
12
Experlogix CPQ
Experlogix
Experlogix CPQ software solution helps businesses streamline the quote-to-order processes. Designed to handle complex product configurations and pricing, Experlogix CPQ is great for manufacturers and businesses with intricate product offerings. Enable your sales teams to quote complex configurable products and services with accuracy. Experlogix CPQ manages product and service options, available feature combinations, pricing, and discounting, and automates quote processes, helping sales representatives quote fast and sell right – every time. Build and design products per specific customer needs, with features that help select, visualize, and specify options, making the process easy to control and navigate. The pricing function leverages logic-based rules to generate complex quotes that are accurately priced. Generate customized, accurate, and compelling quotes faster and ensure your sales reps are delivering exact prices and discounts at the highest possible margin every time. -
13
Apparound
Apparound
Apparound is more than an ordinary CPQ. Is an all-in-one sales tool that allows reps to be more effective during the negotiations by simplifying their daily activities and allowing them to involve more the customer. The solution consists of 10 modules that manage the complete sales cycle: from the presentation of marketing materials to the configuration of the offer through the CPQ, to the closing of the negotiation with the collection of the order through electronic signature. All in extreme simplicity with the sole use of a tablet or smartphone, or through access to any browser. -
14
Minoa
Minoa
Minoa is the platform that helps B2B SaaS companies sell value, create better deals, and maximize their revenue potential. It empowers teams to work more closely with customers and maximize their revenue potential. Collaborate with your prospect to build effective value cases. Accelerate your deals and increase conversion rates by streamlining value conversations. Maximize your revenue potential and help customers realize the full value of your product. Easily create flexible deals and get them approved quickly. Rely on a product catalog for a single source of truth for all feature-related and pricing-relevant information. Make informed pricing decisions based on real-time monetization insights. Use a modern price book and streamline discounting guidance for your sales team. -
15
Infor CPQ
Infor
Improve the visual buying experience for your customers. Provide your customers with a visual selection experience during their research and engagement. Sales channels will gain a competitive advantage and accelerated path to conversion. And you’ll be able to sell products quicker by eliminating costly errors and duplication of effort, while speeding up the sales cycle. Drive interest generation through fulfillment with a single solution across the enterprise. Grow the number of opportunities and generate more quotes through an intuitive and efficient quoting solution. Meet customer requirements with shortened quote-to-delivery times. Improve win rates with less dependency on internal staff. Automatically create accurate proposals and downstream fulfillment information. Accelerate new product introduction by adapting quicker to market demands. -
16
Fulcrum
Fulcrum
We make software. For manufacturers. Really awesome software. That works well, and is pretty. Why? Faster rockets. Better cars. Cheaper production. What would happen if everything could be made 30% faster, better, stronger? Let's create that future together. Fulcrum, a product by Atlas Solutions, is a SaaS enterprise platform allowing small and mid-sized manufacturers to improve efficiency through workflow optimization and automated data collection. Fulcrum delivers value through a fully digital, paperless workflow leveraging machine learning, automation, predictive analytics, and advanced heuristics to drive throughput and profitability. We're helping manufacturers transition to cutting edge software that lowers the stress of everyday operations, gets more out of good employees, automates the tasks you hate so you can focus on what really matters - customer relationships. -
17
Elfsquad
Elfsquad
No more pre-production nightmares. Elfsquad is for makers. We connect the sales- and production processes, and enable sellers and buyers to configure complex products without errors. Let your sales team, dealers and even customers configure complex products. Elfsquad enables you to make complex products understandable; for all audiences. This is one of Elfsquad’s USP’s: a quotation from Elfsquad does not only mean an error-free configuration, it also seamlessly meets customer demand. Integrate with other IT applications. A configuration is just the beginning of a logistical process. That is why Elfsquad integrates with all other software: ERP, CAD, CRM, Outlook, Excel, your local storage: you name it. Elfsquad digitalizes your entire processes. Another great USP: our software has to sell your products. That is why Elfsquad is implemented by people who know sales, instead of by people who know IT. Because it is likely that your best IT person is not your best sales person.
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