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Quote Manager CPQ

CRM Dynamics Ltd

Simplify your Quoting Process generating branded quotes and proposals in few minutes.

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. 


More Details

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

Quote Manager CPQ helps sales team reduce sales cycle and optimise the admin work ensuring and providing an excellent customer experience.

Sekilas pandang
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