Quote Manager CPQ
Deployment
Best for
Overview
About Quote Manager CPQ
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 customisation 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.
At a glance
Software information
Industries served, licensing and the support Quote Manager CPQ provides.
Industries
- Accounting
- Construction
- Financial-services
- Hospitality
Licensing
- Proprietary
- Quote Based
Support
- Live Chat
- Phone
Training
- Webinar
Knowledge Base
- Help Guides
- Video
- Blogs
- Webinars
- On-Site Training
Capabilities
Quote Manager CPQ features
The full feature set, grouped by module.
Quoting Software
- Automated Quoting
- Contact Management
- Customizable Branding
- Discount Management
- E-Signatures
- Multi-Currency
- Pricing Management
- Product Configurator
- Quote Creation
- Quote Tracking
- Templates
Proposal Management Software
- Audit Trail
- Collaboration
- Contact Management
- Document Management
- Pipeline Management
- RFP Management
- Templates
Product Configurator Software
- 3D Digital Asset Management
- 3D Modeling
- CRM Integration
- Custom Pricing Options
- Orders and Renewals
- Quotes/Estimates
- Rule-based Configuration
CPQ Software
- 3D Imaging
- Approval Workflow
- Guided Selling
- Price and Cost Calculations
- Product Configurator
- Quotes/Estimates
- Self Service Portal
Plans
Quote Manager CPQ pricing
Works with
Integrations
Quote Manager CPQ connects with the tools your team already uses.
Media
Screenshots & video
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