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Quote Manager CPQ

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Overview

Quote Manager CPQ 2026: Benefits, Features & Pricing

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On this page
  • Overview
  • Pricing and Plans
  • Features
  • User Reviews

Overview

Quote Manager CPQ
Quote Manager CPQ
5.0
(3)

Pricing

Starting at £19.50 per month

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 Screenshots

0
0

Quote Manager CPQ Pricing and Plans

Starting price: £19.50 per month
Free Trial
Free Version

Basic

£19.50

per user, per month

No plan information available

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    Quote Manager CPQ Features

    • Popular features found in Quoting
      Automated Quoting
      Billing & Invoicing
      Customizable Branding
      Discount Management
      Document Management
      Electronic Signature
      Pricing Management
      Proposal Generation
      Third-Party Integrations
    • More features of Quote Manager CPQ
      API
      Approval Workflow
      Audit Trail
      Bills of Material
      Catalog Management
      Collaboration Tools
      Configuration Management
      Contact Management
      Contract/License Management
      CRM
      Drag & Drop
      Guided Selling
      Online Catalog
      Order Management
      Order Processing
      Price and Cost Calculations
      Price/Margin Management
      Pricing and Cost Calculations
      Product Catalog
      Product Configurator
      Product Data Management
      Quotes/Estimates
      Reporting & Statistics
      RFP Management
      Sales Automation
      Sales Order Management
      Templates
      Workflow Management

    Quote Manager CPQ User Reviews

    Overall Rating

    5.0

    Ratings Breakdown

    5

    100%

    4

    0%

    3

    0%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    4.7

    Value for money

    5.0

    Customer support

    5.0

    Functionality

    5.0

    Have you used Quote Manager CPQ and would like to share your experience with others?

    SS

    Shari S.

    Verified reviewer

    Printing

    51-200 employees

    Used daily for more than 2 years

    Review source

    Reviewed July 2023

    CPQ and its role in our company

    5

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

    Ratings Breakdown

    4
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for choosing Quote Manager CPQ

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

    Read More

    OB

    Oliver B.

    Verified reviewer

    Security and Investigations

    51-200 employees

    Used daily for less than 12 months

    Review source

    Reviewed July 2020

    Great addition to Dynamics CRM

    5

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

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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.

    Reasons for choosing Quote Manager CPQ

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

    Read More

    RA

    Robin A.

    Verified reviewer

    Computer Software

    501-1000 employees

    Used daily for less than 6 months

    Review source

    Reviewed November 2020

    Help All the Way

    5

    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!

    Ratings Breakdown

    5
    Ease of use
    5
    Value for money
    5
    Customer support
    5
    Functionality
    icon
    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

    Read More

    Showing 1 - 3 of 3 Reviews

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