Add-ons Template

Quoting & Proposal Solution

Our simple quoting software adds powerful CPQ functionality to your Dynamics 365 system, it allows your team to create &  send quotes quickly in no time and from one place. All functionality and data is all in Dynamics there are no external databases for product data.

 

Standard Microsoft Dynamics 365 features such as queries, charts, views, workflow to be run from data held in Dynamics 365.

 

Our Quoting and Proposal Solution for Microsoft Dynamics CRM/365 allows salespeople to develop, present and distribute professional quotes/proposals quickly and easily. This solution can also be supplemented by our Sales Invoicing, Purchase Orders, Stock and PO Reconciliation Solution and both integrate fully with standard Dynamics entities such as Accounts, Contacts and Opportunities ensuring a seamless fit with your existing system.

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Role Benefits

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Sales People

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Sales Managers

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Product Managers

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Purchasing

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Purchase Order Management and Stock Control Solution

This solution links with our Quoting and Proposal Solution and allows for easier and more thorough management of stock and the generation of purchase orders directly from quotes. Production of purchase orders can be controlled by an authorisation process, as with quotes and stock figures are updated and their status is displayed (on order/delivered) all within a series of system views.​​

As suppliers deliver the PO items these can be reconciled against the PO to manage partial shipments.

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