Simplify your Quoting Process, Generating branded quotes & proposals in minutes.
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.
- 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.
- 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