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features
design
support

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Write a Review

Description

BlinQ Software serves as an ideal solution for swiftly generating precise on-site quotes for window furnishings, allowing you to produce a quotation in just minutes instead of hours. Enhance your ability to attract, retain, and oversee both customers and leads to transform your business into a customer-centric entity. Effectively manage your leads, customers, and job locations while easily searching through them. Schedule appointments seamlessly in Google Calendars and assign the most suitable staff for each task, accommodating unlimited personnel and calendars while tracking leads efficiently. Improve your quoting process by delivering instant quotes that enable customers to conveniently click and accept them, with the option to create quotes directly on-site and email them for quick access. Monitor the status of your quotes—whether pending or approved—and convert confirmed quotes into actionable jobs. Additionally, efficiently handle invoices, payments, suppliers, and purchase orders to streamline your operations further. This comprehensive approach not only saves time but also enhances customer satisfaction and business growth.

Description

Quote Manager CPQ for Microsoft Dynamics 365 is a robust add-on that seamlessly integrates with the Microsoft Dynamics 365 platform. This solution empowers your sales team to quickly generate and distribute professionally branded quotes within minutes. Unique to Dynamics 365, Quote Manager CPQ ensures that all setup, configuration, and data management occur within the same system, allowing for complete customization and the use of standard features like queries, charts, views, and workflows. The quoting system leverages Excel's export/import functionality for easy modifications to the Product Database, and it also utilizes PowerBI dashboards and PowerApps for enhanced analytics. Furthermore, the output of quotes can be tailored using standard Word Templates or through various additional tools. With Quote Manager CPQ, users can efficiently search through an extensive catalog of over 10,000 products, applying filters by category, make, supplier, and product description. Additionally, the platform allows for the easy addition of products to quotes, enabling customization of layouts that include comments and subtotals, along with the ability to edit descriptions as needed. This comprehensive solution not only streamlines the quoting process but also enhances overall sales productivity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
MSIGHTS Yes 
MYOB Acumatica Yes 
Microsoft Dynamics 365 No 
Microsoft Power Apps No 
Microsoft Power Automate No 
Microsoft Power BI No 
PayPal Yes 
QuickBooks Online Yes 
Stripe Yes 
Xero Yes 

Integrations

Microsoft Excel Yes 
MSIGHTS No 
MYOB Acumatica No 
Microsoft Dynamics 365 Yes 
Microsoft Power Apps Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 
PayPal No 
QuickBooks Online No 
Stripe No 
Xero No 

Pricing Details

$150 per month
Free Trial Yes 
Free Version No 

Pricing Details

$17 per month per user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BlinQ Software

Founded

2012

Country

Australia

Website

www.blinq.com.au

Vendor Details

Company Name

CRM Dynamics

Founded

2013

Country

United Kingdom

Website

www.crm-dynamics.co.uk

Product Features

Appointment Scheduling

Appointment Reminders No 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling No 
Mobile Access Yes 
Multi-Location Yes 
Online Booking No 
Online Payments Yes 
Recurring Appointments No 
Room Booking Management No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

eCommerce

CRM Yes 
Catalog Management No 
Channel Management No 
Customer Accounts No 
Data Security No 
Email Marketing No 
Inventory Management No 
Kitting No 
Loyalty Program No 
Mobile Access Yes 
Multi-Store Management Yes 
Order Management No 
Product Configurator No 
Promotions Management No 
Returns Management No 
Reviews Management No 
SEO Management No 
Shopping Cart No 
Templates Yes 

Order Management

Back Order Management No 
Catalog Management Yes 
Inventory Management No 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management Yes 

Productivity

Collaboration Yes 
Database Creation No 
Document Creation No 
File Sharing No 
Notes Management Yes 
Office Suite No 
Presentation Tools No 
Project Management Yes 
Task Management Yes 
Team Chat No 

Quoting

Automated Quoting No 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Preventive Maintenance No 
Quotes / Estimates Yes 
Recurring Appointments No 
Routing Yes 
Scheduling Yes 
Task Management Yes 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Product Configurator

2D Drawing No 
3D Modeling Yes 
Analysis & Constraints No 
Custom Pricing Options Yes 
Inventory Management No 
Recommendation Engine No 
eCommerce No 

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository No 
Document Management Yes 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management Yes 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal No 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation No 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management No 

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