Quote Manager

Quote Manager

CRM Dynamics
+
+

Related Products

  • 3D Cloud
    42 Ratings
    Visit Website
  • Collect!
    76 Ratings
    Visit Website
  • MetaLocator
    24 Ratings
    Visit Website
  • Unimus
    31 Ratings
    Visit Website
  • LeanData
    1,132 Ratings
    Visit Website
  • Kubit
    33 Ratings
    Visit Website
  • DbVisualizer
    557 Ratings
    Visit Website
  • PathSolutions TotalView
    43 Ratings
    Visit Website
  • Kasm Workspaces
    125 Ratings
    Visit Website
  • Haystack
    258 Ratings
    Visit Website

About

Big Zeta’s product configurator offers a great solution for any product structure in which a visual might enhance the decision making process. Give your customers a guided journey flow that provides more contextual search capabilities than ever before. Even if you lack the resources to manage complex routing logic or great UI/UX, your customers deserve a product configurator designed by industry experts. Let Big Zeta help you fit a top of the line product configurator into your buyer’s journey. Design analytics are important for growth, and our product configurator offers the best, helping you understand what drives your customers toward the outcomes of your choosing. We’re focused on growing your company by providing a guided customer experience that is second to none. Allow your customers to move from general to acutely specific search queries with a product configuration wizard that easily integrates with parametric search and keyword search, CMS, PIM, MAP, and CRM.

About

Quote Manager CPQ for Microsoft Dynamics 365. Quote Manager CPQ is a powerful add-on completely native within Microsoft Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. Quote Manager CPQ is the only Quote/CPQ system 100% dedicated to Dynamics 365 – where all the set up, configuration and data is held in Dynamics. As a result you have full control over any additional customization or use of standard Microsoft Dynamics 365 features such as queries, charts, views, and workflows. The quoting solution uses the standard export/import capability of Excel for Product Database modifications, as well as PowerBI dashboards and PowerApps. Quote output is controlled by standard Word Templates or other add-ons. Quote Generation. Search across 10,000+ products. Sort and filter by category, make, supplier, and product description. Add products to the quote, customize the layout with comments and sub-totals, edit descriptions

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises searching for a solution to manage complex routing logic and improve user experience

Audience

B2B companies that need an add-on completely native within Microsoft Dynamics 365 that enables sales teams to create and send professional branded quotes from Dynamics 365 in a few minutes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$17 per month per user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Big Zeta
Founded: 2016
United States
bigzeta.com/product-configurator/

Company Information

CRM Dynamics
Founded: 2013
United Kingdom
www.crm-dynamics.co.uk

Alternatives

ZetaAnalytics

ZetaAnalytics

Halliburton

Alternatives

Sculptor CPQ

Sculptor CPQ

Twistellar
Experlogix CPQ

Experlogix CPQ

Experlogix
Zeta SSP

Zeta SSP

Zeta
eRep

eRep

Revalize

Categories

Categories

Product Configurator Features

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
eCommerce
Inventory Management
Recommendation Engine

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI

Integrations

Microsoft Dynamics 365
Microsoft Excel
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Claim Big Zeta Product Configurator and update features and information
Claim Big Zeta Product Configurator and update features and information
Claim Quote Manager and update features and information
Claim Quote Manager and update features and information