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What is Quote Manager?

Quote Manager CPQ for Microsoft Dynamics 365 is a powerful add-on that integrates flawlessly with the Microsoft Dynamics 365 platform. Designed for efficiency, this tool enables sales teams to generate and send out professionally branded quotes in just minutes. What sets Quote Manager CPQ apart within Dynamics 365 is its capability to manage setup, configuration, and data all within one system, allowing for full customization and access to standard features such as queries, charts, views, and workflows. The solution takes advantage of Excel's export and import capabilities for straightforward updates to the Product Database, while also incorporating PowerBI dashboards and PowerApps to enrich analytics. Users can customize the appearance of quotes using standard Word Templates or various additional tools, making it versatile for different needs. The platform provides a robust search feature that allows users to explore an extensive catalog of over 10,000 products, filtering by category, make, supplier, and product description. Moreover, adding products to quotes is simplified, enabling the customization of layouts that incorporate comments and subtotals, with the option to modify descriptions as required. This all-in-one solution significantly enhances the quoting process, boosting overall sales efficiency and productivity, making it an invaluable asset for any team. With its user-friendly interface and rich feature set, Quote Manager CPQ is designed to meet the diverse needs of modern sales environments.

What is BI4Dynamics?

With a robust background of 15 years in Business Intelligence, particularly centered around Microsoft Dynamics and the successful completion of 1,000 projects globally, we have created a plug-and-analyze BI solution that meets over 80% of analytical requirements. BI4Dynamics provides a thorough BI solution that can be implemented within days, making it suitable for enterprises of all sizes, industries, and complexities. It integrates effortlessly with every version of Microsoft Dynamics, regardless of whether it is cloud-based or on-premises. Our pre-configured BI solution is meticulously designed for Microsoft Dynamics, offering exceptional flexibility that enables your team to take control of the BI project. As soon as you deploy BI4Dynamics, you will have an operational Business Intelligence solution at your disposal. Within just a single day of setup, you will unlock over 2,000 BI fields (KPIs), which can be easily accessed through predefined formats in Power BI or Excel, allowing you to extract valuable insights with ease. This immediate access to analytical tools empowers organizations to make informed, data-driven decisions from the outset. Additionally, our commitment to ongoing support ensures that your BI journey remains smooth and productive.

Media

Media

Integrations Supported

Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
Microsoft Power Apps
Microsoft Power Automate

Integrations Supported

Microsoft Dynamics 365
Microsoft Excel
Microsoft Power BI
Microsoft Dynamics 365 Business Central

API Availability

API Availability

Pricing Information

$17 per month per user
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

CRM Dynamics

Date Founded

2013

Company Location

United Kingdom

Company Website

www.crm-dynamics.co.uk

Company Facts

Organization Name

BI4Dynamics

Date Founded

2011

Company Location

United Kingdom

Company Website

www.bi4dynamics.com

Categories and Features

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates

Product Configurator

3D Modeling
Custom Pricing Options

Proposal Management

Collaboration
Contact Management
Document Management
RFP Management
Templates

Quoting

Automated Quoting
Catalog Management
Contact Management
Customizable Branding
Discount Management
Pricing Management
Product Configurator

Categories and Features

Business Intelligence

Not specified

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