CRM Dynamics
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.
Core Features
Quoting Features
  • Automated Quoting
  • Contact Management
  • Customizable Branding
  • Discount Management
  • E-Signatures
  • Multi-Currency
  • Loyalty Program
  • Pricing Management
  • Product Configurator
  • Quote Creation
  • Quote Tracking
  • Templates
Proposal Management Features
  • Audit Trail
  • Collaboration
  • Contact Management
  • Document Management
  • RFP Management
  • Templates
Product Configurator Features
  • 3D Digital Asset Management
  • 3D Modeling
  • CRM Integration
  • Custom Pricing Options
  • Quotes/Estimates
  • Rule-based Configuration
CPQ Features
  • 3D Imaging
  • Approval Workflow
  • Guided Selling
  • Price and Cost Calculations
  • Product Configurator
  • Quotes/Estimates
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Quote Based
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Phone
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • On-Site Training
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