Quote Manager CPQ

Quote Manager CPQ is a dedicated Quote/CPQ system designed to streamline the process of generating quotes within Microsoft Dynamics 365. According to the vendor, this software solution is designed for sales teams, sales managers, product managers, and purchasing departments in companies of various sizes across industries such as manufacturing, retail, wholesale, distribution, and services. The vendor claims that Quote Manager CPQ enables users to efficiently create, send, and e-Sign professional branded quotes, transforming the way businesses handle their quoting process.

Key Features

Quote Generation: Users can easily search and filter a vast product database of over 10,000 products by category, make, supplier, and product description. They can add products to quotes, customize the layout with comments and sub-totals, and make revisions to descriptions, discounts, and costs.

Quote Presentation: Users have the flexibility to customize the layout of quotes using standard word templates or third-party tools. They can attach PDFs and send quotes seamlessly via email or notes, and integrate with SharePoint for efficient document management.

Product Database: All product data is stored within Microsoft Dynamics 365, providing easy access and management. Users can add products to the database through a simple Excel import, view images, guidance, and pricing information directly in the quoting grid, and search and filter across 10,000+ records by categories, makes, and suppliers.

Bundles: Users can create bundles of products in the product database and select them in quotes. They can configure prices for the bundle or the sum of associated items.

Configuration: Users can utilize configurable products that can be added to bundles, offering flexibility in product offerings. They can provide guidance for each product and include option products with multi-select capability.

Sales Order Processing: Users can convert quotes to sales orders and invoices, split orders, and raise purchase orders as needed. They can efficiently manage stock, stock on order, and stock in quotes.

Sales People: Sales teams can create quotes quickly and easily within Microsoft Dynamics 365. They can clone quotes for improved efficiency, search and filter products by code, category, or price, and utilize guided quoting with product bundles, configurations, and options. Users can apply discounts at the product line or quote level and automatically send quotes to customers.

Sales Managers: Sales managers can access valuable insights into individual sales performance, including metrics such as the number of quotes and quotes won vs. quotes lost. They can monitor real-time sales performance through a comprehensive dashboard and automate and manage quote follow-up using standard CRM views. The vendor states that sales managers can ensure commercial integrity with quote versioning, up-to-date pricing, and stock visibility. They can record sent quotes in Dynamics for audit trails and apply and authorize quote discount rules.

Product Managers: Product managers can access real-time quote performance data and configure products in the database. They can add bundles and configurations, include product options for upselling and cross-selling, and set alerts based on stock levels for quoted products. Product managers can maintain control over product data updates with security roles and keep an audit trail of price changes. They can import and update the product database with ease using a single Excel spreadsheet, and differential pricing is available.

Purchasing: Users can seamlessly integrate Quote Manager CPQ with the purchase order system, divide items by supplier, and automate reordering. They can visualize purchasing data through intuitive dashboards and streamline the purchasing process with automated alerts and emails. The vendor states that users can maintain control over product data updates with security roles and ensure an audit trail. They can also automate replenishment based on stock management information.