Quote To Cash Solutions
In
Discover our range of Quote to Cash Solutions
for Microsoft Dynamics 365 CE
Our Quote to Cash and Stock/Purchasing solution provides a modular solution to meet your needs as a Manufacturer, Distributor / Reseller or Services based business. The modules are added to the Dynamics 365 Sales Hub App or, they can also be set up using a Power App Microsoft Licence.
CRM Dynamics
Quote to Cash Solution
Quote Manager CPQ
Our Quote Manager CPQ allows sales to search and add product, manipulate the quote output to meet the needs of the customer.
The product database is held in Dynamics and allows for one excel sheet export and import to manage additions and changes and invoicing financial transactions.
Order Manager
Our Order Manager solution works with the Quote Manager CPQ and allows users to manage the complexities of Customer Orders.
Also included in this module is
billing /recurring revenue, sales tax
and invoicing financial transactions.
Stock And Purchasing
Our Stock and Purchasing module works with Order Manager to give you greater insight into stock & purchasing information.
Users can make better decisions
to speed up customer deliveries and reduce stock levels.
Invoicing
The system manages the complexities of invoicing. Tax, ledger coding, splitting orders into multiple invoices, recurring revenue can auto generate 100’s of Invoices automatically.
Project Billing System can invoice project time and expenses.
CRM Dynamics
Quote to Cash Solution
Quote Manager
CPQ
Our Quote Manager CPQ allows sales to search and add product, manipulate the quote output to meet the needs of the customer.
The product database is held in Dynamics and allows for one excel sheet export and import to manage additions and changes and invoicing financial transactions.
Order
Manager
Our Order Manager solution works with the Quote Manager CPQ and allows users to manage the complexities of Customer Orders.
Also included in this module is
billing /recurring revenue, sales tax
and invoicing financial transactions.
Stock And Purchasing
Our Stock and Purchasing module works with Order Manager to give you greater insight into stock & purchasing information.
Users can make better decisions
to speed up customer deliveries and reduce stock levels.
Why us?
Why Using CRM Dynamics Ltd Services For Quote To Cash?
Our solutions work within Dynamics using an existing Dynamics Sales licences or, a Power APP Licence per App plan. This makes quote manager very cost effective.
All aspects of the solutions are within Dynamics 365, there are no external databases or solution code.
This ensures you can use all standard Dynamics features such as reporting and workflows
We can help you get started quickly with our professional service.
We can also work with you or, your existing partners as a team effort.
You can add just the quote solution on its own.
You can then integrate the solution to your existing ERP system or, use our order and the stock/purchasing module add-ons.
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Let’s talk
Ready to Accelerate Your Sales Cycle & Make Smarter Decisions?
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Ready to Accelerate Your Sales Cycle & Make Smarter Decisions?
Videos
Related Videos
Let’s talk
Simplify your Sales Cycle
Discover our range of Quote to Cash Solutions
for Microsoft Dynamics 365 CE
Our Quote to Cash and Stock/Purchasing solution provides a modular solution to meet your needs as a Manufacturer, Distributor / Reseller or Services based business. The modules are added to the Dynamics 365 Sales Hub App or, they can also be set up with your own Power App with Microsoft Licences starting from £7.50 per user.
Pricing
Quote to Cash Solution Pricing
Quote
Manager CPQ
£18/month or £195/annual
Our Quote Manager CPQ allows sales to search and add product, manipulate the quote output to meet the needs of the customer.
The product database is held in Dynamics and allows for one excel sheet export and import to manage additions and changes and invoicing financial transactions.
Order
Manager
£18/month or £195/annual
Our Order Manager solution works with the Quote Manager CPQ and allows users to manage the complexities of Customer Orders.
Also included in this module is
billing /recurring revenue, sales tax
and invoicing financial transactions.
Stock and Purchasing Manager
£18/month or £195/annual
Our Stock and Purchasing module works with Order Manager to give you greater insight into stock & purchasing information.
Users can make better decisions
to speed up customer deliveries and reduce stock levels.
Why us?
Why using CRM Dynamics Ltd Services
for Quote to Cash?
Cost-effective Solution
Our solutions work within Dynamics and can work using existing Dynamics Sales licences or, Power APP’s which makes a quote tool user from as little as £23.75 including the Microsoft licences.
Works 100% in Dynamics
All aspects of the solutions are within Dynamics 365, there are no external databases or solution code.
This ensures you can use all standard Dynamics features such as reporting and workflows
We are here to support you
We can help you get started quickly with our professional service.
We can also work with you or, your existing partners as a team effort.
Flexible Modular Design
You can add just the quote solution on its own.
You can then integrate the solution to your existing ERP system or, use our order and stock/purchasing module add-ons.
Let’s talk
Ready to Accelerate Your Sales Cycle & Make Smarter Decisions?
Videos
Related Videos
Let’s talk
Simplify your Sales Cycle