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Average Ratings 0 Ratings
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.
Description
Sbison serves as a comprehensive tool for tracking quotes, monitoring time, and facilitating collaboration, making it a perfect fit for advertising firms, development teams, marketing organizations, and various consulting enterprises. With full access to features like quote and time tracking, users can enjoy a yearly subscription for just $144 when purchasing seat licenses annually, which translates to a 20% discount compared to the monthly plan. Additionally, enterprise clients can benefit from further price reductions. The platform allows your entire team to effortlessly access quote details from any location, ensuring that the information is fully searchable. It also maintains a running total of pending, approved, and completed quotes, which simplifies resource forecasting, billing processes, and cost analysis. The time tracking capability enables teams to effectively capture all billable hours, transforming previously overlooked time into potential revenue. Moreover, team members can conveniently document and exchange innovative ideas and processes, preventing valuable knowledge from being lost or confined to individual silos. Overall, Sbison enhances collaboration and efficiency within teams, ultimately driving better business outcomes.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft Power Apps
Yes
Microsoft Power Automate
Yes
Microsoft Power BI
Yes
Integrations
Microsoft Dynamics 365
No
Microsoft Excel
No
Microsoft Power Apps
No
Microsoft Power Automate
No
Microsoft Power BI
No
Pricing Details
$17 per month per user
Free Trial
Yes
Free Version
No
Pricing Details
$144.00/year/user
Free Trial
No
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)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
CRM Dynamics
Founded
2013
Country
United Kingdom
Website
www.crm-dynamics.co.uk
Vendor Details
Company Name
Sbison
Country
Canada
Website
www.sbison.com
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
Product Features
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
No
Customer Accounts
Yes
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
No
Pricing Management
Yes
Product Configurator
No
Proposal Management
Yes