Quote Manager CPQ
Generate professional quotes, quicker than other CPQ’s.
#1 rated for Microsoft Dynamics 365
Authorisation process
Approve deal in Outlook! Tailor your Authorisation process using standard Power Automate.
Collaboration using Microsoft Teams
Connect your Quote with Teams
Collaboration with your client using standard Dynamics Teams chat. Share files and chat in real time.
Real-Time notifications
Set up standard Dynamics 365 workflow to notify if client viewed or signed!
Security
All data and access is controlled by Standard Microsoft security features
Standard Dynamics Security
Reporting
Use standard Dynamics and Power BI for reporting. All data is in Dynamics.
Revenue Hub
Our Revenue Hub empowers leaders to connect their teams and processes, execute deals, and create predictable pipeline more effectively than ever before.
We centralizes buyer communications from opportunity to renewal, and connects everything you need to close the deal.
We centralizes buyer communications from opportunity to renewal, and connects everything you need to close the deal.
