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What is RFP Team Manager?

Designed specifically for the personal needs of a Request for Proposal (RFP) Project Manager, the RFP Evaluation Team Software, which is built on Microsoft Access, is presently in the Beta Testing phase. This software empowers users to independently enter ratings and provide feedback at any time prior to the scheduled meeting, enabling Evaluation Team Meetings to focus on business matters that show inconsistencies in ratings or have particular remarks from team participants. Moreover, the Software produces a Weighted Cross-Referenced Evaluation Criteria that facilitates mathematical computations, allowing Business Issues to be categorized into Major and Minor classifications. Team members also have the flexibility to skip over subjects that do not fall within their expertise. The system smartly calculates weights based on the evaluated issues and the number of team members who rated each matter, guaranteeing a just and equitable evaluation process. Ultimately, this pioneering tool is aimed at enhancing the evaluation workflow, which in turn promotes more fruitful discussions during meetings, making it an invaluable asset for teams seeking efficiency.

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.

Media

Media

Integrations Supported

Integrations Supported

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

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$17 per month per user
Free Trial Offered?

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Technical Acquisition Specialists

Company Website

www.rfpteammanager.com

Company Facts

Organization Name

CRM Dynamics

Date Founded

2013

Company Location

United Kingdom

Company Website

www.crm-dynamics.co.uk

Categories and Features

Proposal Management

RFP Management
Requirements Management

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

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