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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 IQ?

WinMetrics®/IQ is an advanced web application tailored for product configuration and sales quoting. Companies that generate around 1,000 custom quotes each year can see a return on investment surpassing 200% within two years, allowing for the solution to pay for itself in its first year of use. To improve communication about product configuration and pricing among its direct sales representatives and global dealer network, Jupiter Systems, a leader in display wall technology, recognized the need for a more effective solution. Consequently, we developed the Jupiter Online Quotes System (JOQS), which enables sales representatives and dealers to quickly configure a display wall controller and obtain instant sales quotes online. Since its inception in January 2002, JOQS has successfully generated over 70,000 sales quotes for upwards of 500 users, demonstrating its significant impact. With Jupiter's endorsement, we modified the JOQS framework to create WinMetrics® IQTM, a flexible tool designed for Internet Quotes. The subsequent section will delve into the features of the IQ product, highlighting how its intuitive interface and quick response capabilities make it an essential resource for sales teams. Furthermore, the ongoing updates and enhancements ensure that WinMetrics® IQ stays ahead of industry trends and user needs.

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

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

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

Documentation Hub
On-Site 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

WinMetrics

Company Website

www.winmetrics.com/iq_product.html

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

Product Configurator

Custom Pricing Options

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