Quote Manager CPQ

Quote Manager CPQ is a powerful add-on completely native within Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes.

Product management

• Upload and manage products into a simplified product database using the standard export for excel capabilities
• Import new supplier data and Quote Manager CPQ identifies any price changes.

Quoting:

• Search and find records across 100,000 products immediately
• Search, filter and add products to the quote
• Drag and drop product on the quote.
• Apply discounts, set up authorisation processes using Power Automate.
• Add Bundles, hide or show bundle item prices in quote
• Enhanced Layout: comments, subtotals, tables to help quote layout
• Quickly insert pre-created quote templates
• Add configurable item to bundles (additional module)
• Use PowerBI to report on quoting metrics.
  

Order Management (additional module):

• Generate & manage multiple orders and invoices from one quote
• Order can be product specific or milestone based e.g. 50% on commencement
• Recurring revenue for Annual, Monthly Quarterly Billing is also managed
  
  

Recurring Revenue Management:

• Recurring revenue is managed within Dynamics
• Power Automate reminds you and generate recurring invoices daily.

Invoicing & Finance System importing:

• Generate invoices using standard invoices functionality
• Integrate with finance add-ons or upload CSV into XERO / SAGE / MICROSOFT