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Quote Manager

Quote Manager

This project was last updated December 25, 2023 byCloodo

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About Up Quote Manager

Quote Manager CPQ is a powerful add-on for Microsoft Dynamics 365 that offers a seamless and efficient solution for managing quotes and proposals. With Quote Manager CPQ, your sales team can create and send professional branded quotes directly from Dynamics 365 in just a few minutes. Unlike other CPQ systems, Quote Manager CPQ is fully native within Microsoft Dynamics 365. This means that all the setup, configuration, and data are held within Dynamics, giving you full control and customization options. You can leverage standard Dynamics 365 features such as queries, charts, views, and workflows to enhance your quoting process. One of the key features of Quote Manager CPQ is its comprehensive product database. With the ability to search across 10,000+ products, you can easily find the right products for your quotes. The system allows you to sort and filter products by category, make, supplier, and product description, making it easy to find the exact products you need. Once you have found the appropriate products, you can add them to your quote and customize the layout with comments and sub-totals. The solution also allows you to edit product descriptions to better meet your customer's needs. Quote Manager CPQ seamlessly integrates with other Microsoft tools and technologies. You can use the standard export/import capability of Excel to modify the product database. PowerBI dashboards and PowerApps can be utilized to further enhance the quoting process. The solution also supports standard Word Templates or other add-ons to control the output of quotes. Overall, Quote Manager CPQ is a comprehensive and powerful solution for managing quotes and proposals within Microsoft Dynamics 365. It provides a streamlined quoting process, robust product database, and extensive customization options to meet the unique needs of your business.
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About Up Quote Manager

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December 25, 2023

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This project was last updated December 19, 2023 byCloodo

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