Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • DrayMaster Reviews & Ratings
    1 Rating
    Company Website
  • P3Source Reviews & Ratings
    16 Ratings
    Company Website
  • Buildxact Reviews & Ratings
    246 Ratings
    Company Website
  • EasySend Reviews & Ratings
    28 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,641 Ratings
    Company Website
  • Expedience Software Reviews & Ratings
    33 Ratings
    Company Website
  • Gravity Software Reviews & Ratings
    45 Ratings
    Company Website
  • Moovs Reviews & Ratings
    36 Ratings
    Company Website
  • Tai TMS Reviews & Ratings
    173 Ratings
    Company Website
  • Global Shop Solutions Reviews & Ratings
    77 Ratings
    Company Website

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 Osmos Cloud CRM?

Osmos is a cutting-edge sales quoting software that automates your entire quoting process. This tool allows you to create, send, and track quotes and estimates effortlessly throughout your day! By simplifying the quote generation process, Osmos saves you significant time while also reducing your workload. It consolidates all sales quotes in one place, making it easy for you and your sales team to access them within minutes. Whether you are working from home, enjoying a coffee in a café, on the go, or at your desk, Osmos ensures a seamless flow of quotes. You can generate, dispatch, and evaluate quotes from any device, no matter where you are located. Furthermore, Osmos delivers real-time sales insights and forecasts via customizable dashboards. You can oversee quotes, monitor your sales team, manage leads, track sales activities, and create reports that facilitate strategic decision-making for the future. Enjoy complete freedom and flexibility in designing your quotes, all achieved quickly through our user-friendly drag-and-drop interface, making the quoting process not only effective but also tailored to your unique business requirements. This innovative approach empowers users to take full control of their quoting tasks, enhancing productivity and ensuring that every quote meets their specific criteria.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

$17 per month per user
Free Trial Offered?
Free Version

Pricing Information

$15 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
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

Osmos Cloud

Date Founded

2014

Company Location

Canada

Company Website

osmoscloud.com

Categories and Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Popular Alternatives

Sculptor CPQ Reviews & Ratings

Sculptor CPQ

Twistellar

Popular Alternatives

Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix