Quote Manager
Implementation & Support
Quote Manager can be installed by your own team or, by your existing Dynamics partners. We can support you through your project.
We also provide a full implementation and integration services
A Typical Implementation can include:
- Integrating & Synchronising Quote Manager into your Opportunities
- Pricing and product setup planning
- Importing and synchronising product & pricing data
- Sending Quote data into your ERP system
- PDF template creation
- Approval process implementation
- CPQ Configuration planning and creation.
Integration Services
We can advice and help to implement integrations to any ERP some example projects included Business Central (BC), Finance and Operations (F&O), SAP, Netsuite, Sage, XERO.
Pricing Solution Options
Quote Manager is very flexible it does comes with its own Price Lists & Discount lists functionality. Although we have also implemented bespoke solution to fetch pricing on the fly from BC, F&O or from bespoke pricing tables in Dynamics CE.
Post Live Support
Customer Services teams provides support for your implementation going forward.