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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 Cincom CPQ?

Cincom CPQ is a configure, price, quote (CPQ) solution purpose-built for manufacturers selling complex, configurable products. It enables sales teams, distributors, and partners to create accurate, buildable quotes by automating product configuration, pricing, approvals, and proposal generation. With rule-based configuration, guided selling, dynamic pricing, multi-level BOM support, and workflow-driven approvals, Cincom CPQ helps manufacturers reduce quoting errors, shorten sales cycles, and improve operational efficiency. The platform supports multiple languages, currencies, and deployment options, making it ideal for global manufacturing organizations. Cincom CPQ integrates with leading CRM and ERP systems, including Salesforce, Microsoft Dynamics 365, SAP, and Oracle, ensuring seamless data flow from quote to production. The platform helps sales, engineering, and operations teams collaborate more effectively by streamlining product configuration, pricing, approvals, and proposal generation while maintaining governance and compliance throughout the sales process.

Media

Media

Integrations Supported

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

Integrations Supported

360 View CRM
365 CAD
BrainCart Ecommerce
HubSpot CRM
Oracle Fusion Cloud ERP
SAP PLM

API Availability

API Availability

Has API

Pricing Information

$17 per month per user
Free Trial Offered?

Pricing Information

Cincom CPQ is offered on a subscription basis, giving customers predictable, recurring pricing that scales with their business instead of a large upfront investment. Packaging is tailored to each organization's needs, including the number of users, deployment scope, and the complexity of the configure, price, quote processes involved, so buyers pay only for the capabilities they require. Cincom CPQ works directly with each prospective customer to scope the right solution and agree on terms that fit their use case.

Supported Platforms

SaaS

Supported Platforms

SaaS
On-Prem

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

CRM Dynamics

Date Founded

2013

Company Location

United Kingdom

Company Website

www.crm-dynamics.co.uk

Company Facts

Organization Name

Cincom Systems

Date Founded

1968

Company Location

Riverside, CA, USA

Company Website

www.cincom.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

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options

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