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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.
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- Construction
- Financial-services
- Hospitality
- English
Screenshot & Video
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
- Automated Quoting
- Contact Management
- Customizable Branding
- Discount Management
- E-Signatures
- Multi-Currency
- Pricing Management
- Product Configurator
- Quote Creation
- Quote Tracking
- Templates
- Audit Trail
- Collaboration
- Contact Management
- Document Management
- Pipeline Management
- RFP Management
- Templates
- 3D Digital Asset Management
- 3D Modeling
- CRM Integration
- Custom Pricing Options
- Orders and Renewals
- Quotes/Estimates
- Rule-based Configuration
Quote Manager CPQ Pricing
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
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No
Payment Frequency
-
Quote Based
Quote Manager CPQ Reviews
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