Quote To Cash Solutions

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?

Training Course Number one

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.

Training Course Number 2

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 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

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.

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