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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
SecturaFAB stands out as the quickest and most user-friendly estimating software available globally. Its design aims to minimize the engineering requirements throughout the quoting process, enabling the creation of profitable quotes in a fraction of the time. By linking SecturaFAB with your ERP system, you can avoid unnecessary data entry, cut down on lengthy discussions, and empower any team member to generate quotes. Additionally, SecturaFAB supports various file formats, including DWG, DXF, PDF, STEP, and even informal sketches. Are you overwhelmed with the task of producing quotes for your laser or burn table? Is excessive time spent analyzing drawings to determine pricing hindering your efficiency? SecturaFAB Quoting was specifically crafted to address these challenges. It allows for fast and precise bid generation by utilizing known variables, ensuring that pricing is derived from authentic production data and costs in mere seconds. Moreover, you'll gain insight into the profitability of each job prior to submitting the quote, giving you a strategic advantage in your bidding process. This innovative solution not only streamlines the quoting process but also enhances overall business efficiency.
API Access
Has API
No
API Access
Has API
No
Integrations
Epicor Kinetic
No
JobBOSS²
No
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft Power Apps
Yes
Microsoft Power Automate
Yes
Microsoft Power BI
Yes
QuickBooks Online
No
SAP ERP
No
Integrations
Epicor Kinetic
Yes
JobBOSS²
Yes
Microsoft Dynamics 365
No
Microsoft Excel
No
Microsoft Power Apps
No
Microsoft Power Automate
No
Microsoft Power BI
No
QuickBooks Online
Yes
SAP ERP
Yes
Pricing Details
$17 per month per user
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
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)
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CRM Dynamics
Founded
2013
Country
United Kingdom
Website
www.crm-dynamics.co.uk
Vendor Details
Company Name
SecturaSOFT
Founded
2014
Country
United States
Website
www.secturasoft.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
Job Costing
Bills of Material
No
Budgeting & Forecasting
No
Change Orders
No
Cost-to-Completion Tracking
No
Invoice Management
No
Overrun Reporting
No
Percent-Complete Tracking
No
Production Cost Tracking
No
Purchase Order Management
No
Quotes / Estimates
No
Time Tracking
No
Work Order Management
No
Job Shop
Billing & Invoicing
No
Capacity Management
No
Job Costing
No
Job Tracking
No
Order Management
No
Purchasing
No
Quality Control
No
Quotes / Estimates
No
Scheduling
No
Shipping Management
No
Traceability
No
Work Order Management
No
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No