Quoting Manager Solution for Microsoft Dynamics 365 

Our enhanced quote management solution for Microsoft Dynamics CRM works for all versions 2011/13/15/16 365. It allows sales people to quickly create professional looking quotes simply and easily without leaving Dynamics CRM. Unlike most add on quoting tools, Quote Manager is internal to Dynamics not external, it links directly into the standard Opportunity and Order entities and provides a complete quoting environment. Quotes can be generated using standard reporting features and PDF's can be sent directly to the customer. 
 
All quotation data stays within the Dynamics platform and is available to be viewed, queried and reported on. The standard workflow capability of Dynamics can be used to manage sourcing, alerting, email notification. The solution integrates with the standard sales order processing processes of Dynamics and therfore allows the connection of third party conection tools that provide other features such as digital signatures, finance system integrations. 
 
Quote Solution is based on an easy to use product catalogue 

Dynamics 365 Quote Solution features 

Create and manage multiple quotes with full version control 
Easy to use, products searched, selected and added to the Shopping Cart 
Manipulation of quote pricing by item, or via bulk discounts 
The product database is easily searched and filtered 
Lines can be dragged and dropped, product bundles, sub totals and running totals help to layout the quote 
Sales have access to stock availablility, incoming stock levels, quote price request, average quoted prices 
Product database that can be quickly modified and updated using Excel- no complex product structure 
Multiple price lists, multi currency supported 
Quotes can be sent via email and PDF 
Product Managers can analyse the data and respond to pricing requests 
Configurable grid structure- switch on and off columns to display data as required 
Sort lines for enhanced presentation 
PDF’s of the quote can be created and emailed directly from CRM 
Specific terms and conditions text can be added 
Opportunity forecasting from the selected quote 
Clone quote to copy complex quotes 
QM Quote Manager Images