Our simple quoting solution adds powerful CPQ functionality to your Dynamics 365 system, it allows your sales team to create & send quotes quickly from Dynamics 365.
Our system is the only Quote/CPQ system 100% dedicated to Dynamics 365 – where all the set up, configuration and data is held in Dynamics.
As a result… you have full control over any additional customisation or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps.
Quote output is controlled by standard Word Templates or other third-party add-ons.
Search across 10,000+ products. Sort and filter by category, make, supplier, and product description.
Add products to the quote, customise the layout with comments and sub-totals, edit descriptions, add discounts and revise costs.
The quote layout capability allows you to present your quotes they way you want it to be. Use standard word templates or a wealth of third party tools.
Attach PDFs and send emails or notes, and intgerate with SharePoint.
Our product database is held within CRM, products can be added in one simple excel import.
Images, guidance, pricing information can all be viewed in the quoting grid.
Searching across 10,000 + records in a second, filter by categories, makes, suppliers.
Bundles can be added to the product database and users can select them in their quotes. Prices can be configured for the bundle or the sum of the associated items.
Sales are guided using configurable products that can be added to bundles. Guidance can be added each product.
Option products can also be added to a bundle with multi-select capability.
Our sales order processing option allows quotes to be converted to orders and invoices.
Orders can be split and purchase orders raised. Our stock control system manages stock, stock on order and stock in quotes.
This solution works with our CPQ/Quoting Solution, and provides a sales order processing solution
Quotes > Orders > Invoices.
Our order system allows for multiple orders to be generated from one won quote, this is needed if there is a shortage of stock or if delivery needs to be scheduled over time.
We soon will have Purchase Orders > Delivery Notes > Packing Lists > Stock Management.