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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 InForge?

InForge is an innovative online platform tailored for the quoting and definition of scopes of work, aimed at agencies, studios, contractors, and various project-based businesses. This solution enables organizations to create customized intake forms and set pricing standards, effectively converting inquiries from potential clients into detailed quotes and thorough scopes of work. Teams can easily modify and send proposals through a dedicated client portal, allowing clients to review the details, sign documents electronically, and access payment links. The platform accommodates quotes that include packages, individual line items, and ongoing retainers, while also offering industry-specific templates to personalize both forms and pricing models for different trades. Furthermore, InForge features a WordPress plugin that facilitates the seamless integration of intake forms, adjustable payment links, and optional AI-powered drafting for generating intake or scope documents using the customer's API key. Importantly, the subscription plans are structured to be billed monthly rather than per user, with a complimentary tier that enables the management of a single active project, thus making it an appealing option for smaller businesses. Overall, the extensive range of functionalities positions InForge as a highly adaptable tool for organizations aiming to enhance their project quoting efficiency and effectiveness.

Media

Media

Integrations Supported

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

Integrations Supported

Cash App
Claude
Gemini
OpenAI
PayPal
Resend
Stripe
Venmo
WordPress
Zelle

API Availability

API Availability

Pricing Information

$17 per month per user
Free Trial Offered?

Pricing Information

$19/month
The Free plan supports one open project at a time. Pro costs $19/month for up to 10 open projects, Studio costs $49/month for up to 25, and Agency costs $199/month for up to 150. Plans are billed monthly, with no long-term contract, and can be canceled at any time. An optional one-time setup service is available for $499.
Free Version

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

Company Facts

Organization Name

CRM Dynamics

Date Founded

2013

Company Location

United Kingdom

Company Website

www.crm-dynamics.co.uk

Company Facts

Organization Name

Arrowtrack Solutions

Date Founded

2023

Company Location

United States

Company Website

www.inforge.io

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

Proposal Management

Not specified

Quoting

Not specified

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