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What is SMART CUSTOMIZER?

SMART CUSTOMIZER is engineered to effortlessly blend with your existing products, sparing you the expense and effort of building a custom platform from scratch. Our committed team is available to assist you throughout the entire process, managing everything from system updates to performance improvements, thus guaranteeing that your customizer runs smoothly at all times. You can view and alter any product quickly and easily on any device, allowing for ongoing flexibility and accessibility. By leveraging cutting-edge technology, SMART CUSTOMIZER stands as what we consider the leading Configure Price Quote platform available today, informed by insights from industry frontrunners. No matter the category of products you provide, whether it's apparel, home furnishings, or athletic gear, SMART CUSTOMIZER offers a flexible solution that can significantly elevate your business by creating a remarkable product customization journey. We can get you started with SMART CUSTOMIZER in just a few days, and our solution can seamlessly integrate into your existing website or eCommerce platform, or operate as a standalone site, ensuring you have tailored options to meet your specific requirements. By selecting SMART CUSTOMIZER, you are not merely acquiring a tool; you are making a strategic investment in enhanced customer engagement and satisfaction, ultimately setting the stage for long-term business success. This investment will empower your brand to stand out in a competitive marketplace.

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
Free Trial Offered?

Pricing Information

$17 per month per user
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

IDEA

Date Founded

2003

Company Location

Lithuania

Company Website

www.smartcustomizer.com

Company Facts

Organization Name

CRM Dynamics

Date Founded

2013

Company Location

United Kingdom

Company Website

www.crm-dynamics.co.uk

Categories and Features

Product Configurator

2D Drawing
Analysis & Constraints
Custom Pricing Options
eCommerce

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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