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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 CPQcart?

Finding the precise dollar estimate can be both challenging and time-intensive. You can streamline this process by utilizing the Patented Self-Help CPQcart available through your website link. Additionally, automated quotes can be obtained from the marketplace, catering to the preferences of 87% of buyers who wish to self-manage part or all of their purchasing experience. CPQcart is designed specifically to meet these needs. Investing in this system can yield a remarkable ROI ranging from 4 to 1000 times for every dollar spent. Consider the countless hours you might be dedicating to phone calls just to gather options for a quote. Fortunately, automating this procedure is achievable in three straightforward steps using our unique Pre-Defined Formula tailored to your industry. Once you register, we’ll set up your live site at CPQcart.co\YourPhone# and you'll be able to customize the calculations according to your specific pricing guidelines. By implementing automated quoting, you can significantly reduce the time spent on traditional methods. There's no need for installation; simply incorporate a link to your website labeled "INSTANT QUOTE" to access our services, with just minor adjustments needed to align with your pricing structure. Signing up for Express allows you to handle all quote requests seamlessly, ensuring a smooth experience. This innovative approach not only enhances efficiency but also improves customer satisfaction.

Media

Media

Integrations Supported

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

Integrations Supported

API Availability

API Availability

Pricing Information

$17 per month per user
Free Trial Offered?

Pricing Information

$1/Product/day
SaaS that you link to on your web site.
Also Express with no $/Month but $ per transactions.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

CRM Dynamics

Date Founded

2013

Company Location

United Kingdom

Company Website

www.crm-dynamics.co.uk

Company Facts

Organization Name

CPQcart

Date Founded

2008

Company Location

United States

Company Website

cpqcart.us

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

CPQ

Not specified

Product Configurator

Custom Pricing Options
eCommerce

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