Quote Manager CPQ

Quote Manager CPQ For Microsoft Dynamics 365

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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.
CRM Dynamics
2011
United Kingdom
4 Industries
1 Language

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

  • Proprietary
  • Cloud Hosted
  • Web-based

SUPPORT

  • Email
  • Chat
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video
  • Blogs
  • Webinars
  • On-Site Training

Quote Manager CPQ Core Features

Quoting

  • Automated Quoting
  • Contact Management
  • Customizable Branding
  • Discount Management
  • E-Signatures
  • Multi-Currency
  • Pricing Management
  • Product Configurator
  • Quote Creation
  • Quote Tracking
  • Templates

Proposal Management

  • Audit Trail
  • Collaboration
  • Contact Management
  • Document Management
  • Pipeline Management
  • RFP Management
  • Templates

Product Configurator

  • 3D Digital Asset Management
  • 3D Modeling
  • CRM Integration
  • Custom Pricing Options
  • Orders and Renewals
  • Quotes/Estimates
  • Rule-based Configuration

CPQ

  • 3D Imaging
  • Approval Workflow
  • Guided Selling
  • Price and Cost Calculations
  • Product Configurator
  • Quotes/Estimates
  • Self Service Portal

Quote Manager CPQ Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Version

  • No

Payment Frequency

  • Quote Based

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