Quote Manager CPQ
Generate professional quotes, quicker than other CPQ’s.
#1 rated for Microsoft Dynamics 365
Sales use CRM when
Quoting is Simple
Create Quotes in a third of the time whilst reducing costly mistakes
Case Study
Green LED Lighting Solutions
- USA
- Manufacturing
“Last month, for example, we did 277 quotes, which was excellent, that’s a 300% increase over the results we were getting from using the previous tool.”
Brook Crompton
- Global
- Electric Motors
“The technical team can create configuration rules, the sales team can generate complex motor quotes. This ensures we have complete visibility of our quote pipeline.”
SolaaS
- UK
- IT and Telecoms
“I can quote and invoice within minutes, knowing that nothing is missing. We've witnessed significant improvements in efficiency, accuracy...”
Add products to the quote, customise the layout with comments and sub-totals, edit descriptions, add discounts and revise costs.
How team benefits from using Quote Manager CPQ
| 1. Quick and Easy quote creation within Microsoft Dynamics 365 |
2. No other tools to learn. |
3. Quotes can be cloned. |
4. Search and filter by product code, category or price. |
| 5. Quoting is guided by the system with product bundles, configurations and options. |
6. Discounts can be applied at product line or across the whole quote. |
7. Quotes can be logically laid out and sent to the customer automatically. |
8. Standard CRM views, charts, dashboards and workflows can help to view tasks & performance. |
1. Can provide metrics relating to individual sales performance (e.g. number of quotes, quotes won vs quotes lost.) | 2. Real-time sales dashboard with individual and team performance. | 3. Quote follow-up can be automated & managed via standard CRM views. | 4. Quote versioning, up-to-date pricing, stock visibility ensures commercial integrity is maintained. |
5. Quoting is guided by the system with product bundles, configurations and options. | 6. Discounts can be applied at product line or across the whole quote. | 7. Quotes can be logically laid out and sent to the customer automatically. | 8. Standard CRM views, charts, dashboards and workflows can help to view tasks & performance. |
1. Real-time quote performance data is available. | 2. Products can be configured. Bundles and configuration can be added. | 3. Differential pricing available. | 4. Product options can be added, up-sell, cross-sell options. |
5. Stock levels to quoted product thresholds can trigger alerts. | 6. Security roles control who can update and add product data. | 7. Price Changes are logged in an audit trail. | 8. Import and update the product database is easy with Excel spreadsheet. |
1. Integration with our purchase order system | 2. Items can be divided up by supplier. | 3. Items can be sent automatically for reordering. | 4. Purchasing data can be visualised in dashboards. |
5. Automated alerts and emails can streamline the process. | 6. Security roles control who can update and add product data | 7. A full audit trail of data changes can be applied to the product catalogue. | 8. Stock management information allows the automation of replenishment. |
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FAQ
Quote Manager comes with its own APP so you can use the system with a standard Power App per App plan which is very cost effective or use any of the Dynamics Sales Licences.
Yes, Quote Manager support major European languages and asian character languages. The system uses the standard language capability of Dynamics 365.
Quote Manager comes with cost fields at the product and price list level. So, margin can be calculated. The Margin can also be passed up to the Opportunity.
Yes, you can add on our document signature solution onto the Quote Manager
Quote Manager has the concept of term and can calculate margin and revenue across the whole term of the deal. You can choose to present the Quote with these figures or not.
Sales teams can easily see the total value across a two year or three year term for example.
We also have an addon that allows monthly / quarterly/ annual billed items to generate invoices.
Quote Manager can be used without an opportunity, this is especially good for those transactional deals that can represent 50-80% of all the quotes. When a Quote is WON or LOST it can autogenerate an Opportunity and Close as WON or LOST so that your forecasting and WIN / Loss ratios are maintained.
CPQ means Configure Price Quote – without getting too detailed it provides for a flexible and configurable environment to handle the complexities surround building a quote. This can include managing complex calculation rules, discount rules, price lists, margin calculations. It also helps sales to cross sell and upsell.
Yes, we have an API capability that can communicate with any ERP system to retrieve the correct sales prices.
As Quote Manager is standard Dynamics it can be configured for approvals using standard Dynamics and power platform tool. If its simple e.g. if margin is less than 25% a manager needs to approve then a simple workflow and field level security will suffice. If there are different technical, financial and commercial sign off with different levels of approval then this can be managed using Power Automate. We can advise you or implement the level of approval you require.
Quote Manager CPQ allows your sales team to create, send, e-Sign professional branded quotes in a fraction of the time of other solutions. Download as an APP, completely native within Microsoft Dynamics 365.
Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – all the setup, configuration and data is held in Dynamics.
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Purchase Order Management and Stock Control Solution
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.