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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 InvoiceParser Pro?

InvoiceParser Pro enhances the accounts-payable workflow specifically tailored for the freight and logistics industry, serving carriers, brokers, clearing and forwarding agents, and their financial teams. Users have the flexibility to upload invoices from suppliers and carriers in diverse formats, including PDFs, scanned documents, or photos taken with smartphones, or they can send them via email. The system thoroughly examines each aspect of the invoice—such as description, quantity, unit price, tax, and line total—rather than just the overall totals, thus guaranteeing that all calculations are precise before being recorded in your accounting system. Each line item must accurately match the subtotal, and the total of the subtotal, along with any additional fees and VAT, has to align with the amount stated on the invoice. Equipped to manage international transactions across multiple currencies like USD, ZAR, NAD, EUR, GBP, and ZMW, it preserves amounts in their original currency. The software also mitigates the risk of duplicate payments by cross-referencing with last year’s invoices and protects against erroneous payments by maintaining supplier statements. In addition, each document receives a confidence rating categorized as High, Medium, or Low, which gives insight into the reliability of the information provided. Prior to the integration of invoices into accounting software such as QuickBooks Online, Xero, or Zoho Books, the system ensures that all necessary approvals are secured, roles are clearly assigned, and a thorough audit trail is in place. This comprehensive method not only boosts accuracy but also significantly enhances efficiency across financial processes, leading to a more streamlined workflow overall. Ultimately, InvoiceParser Pro stands as a vital tool in modernizing financial management in the logistics sector.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

ChatGPT
Claude
Cursor
QuickBooks Online
Slack
Xero
Zoho Books

API Availability

API Availability

Has API

Pricing Information

$17 per month per user
Free Trial Offered?

Pricing Information

$79/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / 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

InvoiceParser Pro

Company Location

United States

Company Website

invoiceparserpro.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

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