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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 IQubz Reporting & Analytics?

IQubz is a recognized Microsoft partner that focuses on providing consulting services for Microsoft Dynamics CRM, with an emphasis on aspects such as integration, customization, reporting, and analytics. They offer solutions that unify Dynamics CRM with critical systems like ERP and eCommerce platforms, thereby ensuring a smooth flow of business processes. Their proficiency includes sophisticated data handling techniques (ETL) through SQL Server Integration Services (SSIS). Furthermore, they generate contextual reports with SQL Server Reporting Services (SSRS) to provide clients with meaningful insights. The company also provides tailored customization services, creating CRM forms, workflows, and entity schema designs that align with specific client requirements. Through the application of .Net technology, IQubz develops bespoke applications and intricate import/export routines using Dynamics CRM web services. They excel in crafting personalized reports and tailored applications for Dynamics CRM, which empower businesses to effectively analyze their data. Additionally, they are adept at constructing custom data cubes that enhance the examination of Dynamics CRM and application data, as well as dynamic dashboards that showcase essential information in an accessible format. Ultimately, IQubz equips businesses with the tools needed to maximize the potential of Dynamics CRM through a diverse array of customized solutions, ensuring they can navigate their operational challenges with ease.

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

$59 per month

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

IQubz

Date Founded

2007

Company Location

United States

Company Website

www.iqubz.com/services/dynamics-crm-integration-reporting-analytics/

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

Reporting

Customizable Dashboard
Drill Down
Forecasting
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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