Sales Quote Add-on tool for Microsoft Dynamics 365
Our sales quoting add-on tool for Microsoft Dynamics CRM allows sales people to quickly create, print and email professional looking quotes without leaving Dynamics CRM.
Our quote tools uses a much simpler product database held in the CRM system, making the management of products far quicker and easier. This makes our solution particularily useful to organisations with large and fast moving product databases e.g. IT VAR's. IT distributors, Audio Visual distributors, Manufacturers, Electronics Distributors, Medical Equipment, Industrial Equipment, Electronics, Lighting, Security and Protection.
The quote addon for Microsoft Dynamics CRM and Microsoft Dynamics 365 is internal to Dynamics it is not an external tool. The solution provides a quoting environment entirely within Microsoft Dynamics CRM, our quotes link directly to standard Opportunity, Contract entities in CRM. The user can filtering products by categories, search by specific terms and add the items to the cart. Discounts, subtotal and product bundles are supported. Stock information e.g. stock availability, incoming stock, number in existing quotes can be viewed in the quote tool.
Our sales quotation framework manages complex quote report options, electronic document signatures, integration to Sage Line 50 and Xero. The solution can also generate purchase orders and manage PO lines to delivery lines.
Analysis of Quote detail is easy using standard charts, views and dashboards to meet the needs of sales, sales management and product managers.
Quote add-on to for Microsoft CRM 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