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What is Telarus QuoteVue?

Gain immediate insight into the status and details of all your quotes, enabling you to seamlessly arrange them according to essential criteria such as opportunity, current status, customer, and line-item specifics. The conventional approach to tracking quotes by hand can be tedious and inefficient. With Telarus QuoteVue, however, you can quickly identify the necessary support resources to address any questions, adjustments, or issues that may arise. This platform ensures transparency and accountability in managing your quotes, providing you peace of mind. Improved visibility not only streamlines operations but also enhances collaboration, guarantees compliance, and offers vital insights into your sales processes, potentially leading to increased sales and greater customer satisfaction. Continuous real-time updates allow your business to maintain flexibility, promoting exceptional customer service, efficient teamwork, reduced mistakes, and guiding you towards making informed decisions that boost overall business effectiveness. Furthermore, utilizing solutions like Telarus QuoteVue can profoundly revolutionize your sales management strategies and enhance your interactions with customers, paving the way for long-term success. By adopting such innovative tools, you position your business to thrive 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

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

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Telarus

Date Founded

2002

Company Location

United States

Company Website

www.telarus.com/tools/quotevue/

Company Facts

Organization Name

CRM Dynamics

Date Founded

2013

Company Location

United Kingdom

Company Website

www.crm-dynamics.co.uk

Categories and Features

Quoting

Not specified

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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Complete Information Solutions