13 Nov Using product configurations & product suggestions | Quote Manager CPQ | Microsoft Dynamics 365
Table of Contents
This bundling feature guides the user without reference to technical consultants increasing speed, and reducing cost whilst eliminating errors in your quote-to-cash process.
Present the Quote the way you want to. You can opt to display or hide any lines and/or any costs of each product item. But you retain the ability to access all the detailed information for internal checks, authorisation and to pass to ERP for order processing.
See how it works
Create a new bundle or configuration
First, we go to Quote Manager CPQ in Microsoft Dynamics 365.
Add suggested products into configuration
After adding the new items to the grid, the costs and sale prices of the newly created configuration product will be rolled up.
Note: The amounts will be increased after selecting the items
Each of the child products in the configuration has a red icon and a black cross icon, these icons tells the document generator to:
Note: These ensure there is no double counting
Generate a CPQ Quote Document
Quote Manager CPQ Product Configurator enable your sales team to easily add product recommendations to your configurations and create new configurations through product bundling within Microsoft Dynamics 365. This approach not only optimises sales opportunities but also ensures quoting accuracy.
100% natively in Dynamics 365