Quote Manager CPQ for Microsoft Dynamics 365 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

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

See More Quote to Cash Solution

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Quote Manager CPQ for Microsoft Dynamics 365

door CRM Dynamics Ltd