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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
Threekit is an AI sales agent designed for enterprise manufacturers selling complex, configurable products. The platform is trained on a manufacturer's own catalog, business rules, and pricing data, enabling dealers, end customers, and sales reps to move from a complex catalog to a configured product and qualified next step.
The platform includes two core products. The Sales Agent for CPQ accepts voice memos, photos, specs, RFPs, and natural language to generate valid configured proposals with budgetary pricing. The Web Leads Agent engages inbound website visitors, qualifies buyer intent, and routes high-intent traffic to self-serve quoting, a dealer, or a sales rep.
Threekit integrates with Salesforce CPQ, Oracle CPQ, Infor, Configure One, SAP, Shopify, B2B commerce platforms, ERP systems, PIM, CMS, DAM, and CRM systems. It runs alongside existing infrastructure without requiring migration and deploys in 90 days.
Key capabilities include AI-powered guided product configuration, rule-based validation ensuring only valid builds are produced, real-time pricing against price books and margin rules, photorealistic 3D and augmented reality product rendering, and shared collaboration deal rooms for real-time customer and seller interaction.
All AI recommendations are governed with no hallucinations, no competitor mentions, and no cross-customer data sharing. The platform includes a full admin, moderation, and analytics dashboard. Threekit is ISO 27001 certified and is available as a standalone portal, embedded in sales tools, or deployed on company websites. It serves 150+ manufacturers in windows and doors, building materials, furniture, AV equipment, heavy equipment, and medical devices.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Configure One Cloud
No
Infor CPQ
No
Microsoft Dynamics 365
Yes
Microsoft Excel
Yes
Microsoft Power Apps
Yes
Microsoft Power Automate
Yes
Microsoft Power BI
Yes
Oracle CPQ
No
Salesforce CPQ
No
Shopify
No
Integrations
Configure One Cloud
Yes
Infor CPQ
Yes
Microsoft Dynamics 365
No
Microsoft Excel
No
Microsoft Power Apps
No
Microsoft Power Automate
No
Microsoft Power BI
No
Oracle CPQ
Yes
Salesforce CPQ
Yes
Shopify
Yes
Pricing Details
$17 per month per user
Free Trial
Yes
Free Version
No
Pricing Details
Final pricing depends on client needs.
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
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
Threekit
Founded
2018
Country
United States
Website
www.threekit.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
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
No
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
No
eCommerce
No
Product Configurator
2D Drawing
Yes
3D Modeling
Yes
Analysis & Constraints
Yes
Custom Pricing Options
Yes
Inventory Management
Yes
Recommendation Engine
Yes
eCommerce
Yes
Visual Configuration
2D Configuration
No
3D Configuration
Yes
CPQ Integration
Yes
Custom Pricing Options
Yes
Documentation
No
Dynamic Environments
Yes
Nonvisual Support
No
Saved Versions
No
Zoom In
Yes
