Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

VARStreet’s InstaQuote sales quoting solution is designed for businesses of all sizes, from a small VARs to large enterprises. It is simple enough to serve the requirements of a small business yet feature-rich to handle complex processes of large enterprise resellers. You can start really small based on your need and scale as your need grows. Qquoting application comes with a variety of pre-designed quote templates that can be customized, you can also create your own templates. Please let our support team know about your template needs and they will take care of it. It includes our powerful quoting module along with a FREE CRM, integration with 45+ IT and office supply distributors, and a full procurement module to process orders. You will always have the option to add an eCommerce store and move to a full VARStreet subscription from Instaquote.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Autotask PSA Yes 
Dynamics 365 Commerce Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Dynamics 365 No 
Microsoft Dynamics GP Yes 
Microsoft Excel No 
Microsoft Power Apps No 
Microsoft Power Automate No 
Microsoft Power BI No 
Punchout Catalogs Yes 
QuickBooks Accountants Yes 
Salesforce Yes 
Zoho Assist Yes 

Integrations

Autotask PSA No 
Dynamics 365 Commerce No 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics GP No 
Microsoft Excel Yes 
Microsoft Power Apps Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 
Punchout Catalogs No 
QuickBooks Accountants No 
Salesforce No 
Zoho Assist No 

Pricing Details

No price information available.
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 No 
iPad App No 
Android App No 
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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs No 
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

VARStreet Inc

Founded

1999

Country

United States

Website

www.varstreetinc.com/solutions/instaquote

Vendor Details

Company Name

CRM Dynamics

Founded

2013

Country

United Kingdom

Website

www.crm-dynamics.co.uk

Product Features

Quoting

Automated Quoting Yes 
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 

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 

Alternatives

VARStreet XC Reviews

VARStreet XC

VARStreet Inc

Alternatives

Experlogix CPQ Reviews

Experlogix CPQ

Experlogix
ConnectWise CPQ Reviews

ConnectWise CPQ

ConnectWise
Sculptor CPQ Reviews

Sculptor CPQ

Twistellar
eRep Reviews

eRep

Revalize
VARstreet CRM Reviews

VARstreet CRM

VARStreet Inc