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What is Tacton CPQ?

Streamline your sales operations with a top-rated CPQ solution tailored for the manufacturing sector. This powerful tool allows you to oversee your product assortment across various channels, enhance your supply chain efficiency, and generate quotes with complete accuracy. Tacton CPQ simplifies the process of selling and purchasing customized products. With Tacton Visualization, your clients can engage with products in real-time, enhancing their overall experience. CPQ Integrations guarantee that you provide the right solutions promptly and through the most effective channels, while also optimizing your operational workflow. Our Smart Commerce Platform, driven by CPQ technology, equips sales teams to adopt a digital-first and data-centric approach. By utilizing the premier CPQ software designed for manufacturers, you can achieve flawless configuration, pricing, and quoting. Additionally, Visual Configuration serves as a specialized tool for manufacturing, delivering a captivating buying journey. Automating the design process not only accelerates the sales of custom products but also allows engineering teams to focus on innovation and development. This holistic approach to sales automation positions your organization for greater success in a competitive landscape.

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

DynaMaker
Dynamics 365 Commerce
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Salesforce

Integrations Supported

DynaMaker
Dynamics 365 Commerce
Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$17 per month per user
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

Tacton Systems

Date Founded

1998

Company Location

Sweden

Company Website

www.tacton.com

Company Facts

Organization Name

CRM Dynamics

Date Founded

2013

Company Location

United Kingdom

Company Website

www.crm-dynamics.co.uk

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

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

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