Quote Manager CPQ

RATING:

5.0

(3)
Overview

About Quote Manager CPQ

Quote Manager enables users to create and send professionally branded quotes from Dynamics 365 in a few minutes. As a native solution, Quote Manager works with all the standard Dynamics features including word templates, PDF generation, email PDF, export to excel, dashboards, charts, email templates, Power Automate and Power BI.

Quote Manager CPQ Pricing

Starting price: 

£19.50 per month

Free trial: 

Available

Free version: 

Not Available

Quote Manager CPQ details

Quote Manager CPQ Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for Quote Manager CPQ

3 Reviews

Shari

Printing, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2023

CPQ and its role in our company

Overall our team loves CPQ and the functionality is awesome for us. It is the beginning of our order process.

PROS

I like the fact that it fully organizes even complicated RFQs

CONS

It is not that easy to customize we required a technical team to assist us in getting our requirements met.

Reason for choosing Quote Manager CPQ

We wanted to sty on the salesforce platform and CPQ allows us to do so.

Oliver

Security and Investigations, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2020

Great addition to Dynamics CRM

CRM Dynamics are a great company to work with and I would not hesitate to recommend them to anyone.

PROS

The solutions is very easy to install and is continuously being improved with customer feedback being valued highly. Our end users can create amd produce quotes in a very fast and efficient way and it has saved us a lot of time and money having something integrated into our Dynamics CRM

CONS

Any problems we have encountered have been resolved in a very fast and timely manner. As mentioned previously there have been lots of developments within the software since we started using it and all have been great additions.

Reason for choosing Quote Manager CPQ

No other product offered the same functionality in dynamics crm at a very competitive price point

Robin

Computer Software, 501-1,000 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2020

Help All the Way

Nothing has been too much trouble being able to request features / help / work arounds. Whenever I've needed the team they have been there and willing to help. From my initial enquiry to the day we set it live they have all been amazing, helpful and made a determined approach to understanding our complex quoting needs. Thank you!

PROS

What attracted me to the solution was the initial ease of use and the ability to create templates. Traditional Dynamics quoting does not offer half the flexibility that this solution allows. Within our business we have a lot of products often with different combinations that can be sold together this solution allowed me to configure and setup for our sales teams the right templates, products and bundles to allow easy quoting.

CONS

All of the things that the software didn't do have been resolved through the implementation process

Vendor Response

Hi Robin, Thank you for your positive review :) CRM Dynamics Limited team is really happy to hear a so good feedback. We will keep working to do always our best. Thanks again!

Replied November 2020