Quoting and Proposal Solution for Microsoft Dynamics 365 

 
Our Quoting and Proposal Solution for Microsoft Dynamics CRM/365 allows sales people to develop, present and distribute professional quotes/proposals quickly and easily, ensuring that your company presentation standards are maintained and information such as terms and conditions are not forgotten. 
 
The Quoting and Proposal Software can be supplemented by our Stock Management Solution, and both integrate fully with standard Dynamics entities such as Accounts, Contacts and Opportunities ensuring a seamless fit with your existing system. 
 
In addition, because our solution works with standard CRM entities, integration with Sage Line 50, Xero and Navision can be achieved using Redware Connectors and or standard Microsoft connectors. The addition of the finance integration turns the system into a full quote to cash solution for Microsoft Dynamics CRM/36. 
 

 

Sales People 
 
QM Quote manager allows quick and easy quote creation all within Microsoft Dynamics CRM/365, there are no other tools to learn.  
 
Quotes are quickly created, quote cloning, searching and filtering by product code, product category, & price. Discounts can be applied at product line or across the quote. 
 
Enhanced proposal /quote printing control so that quote can be logically laid out and sent to the customer automatically. 
 
Standard CRM views, charts, dashboards and workflows can help to view tasks & performance. 
 
Sales Managers 
 
Metrics relating to sales individual performance e.g. no of quotes, quote won vs quotes lost. Win/Loss based on products and product category. Real time sales dashboard with individual and team performance. 
 
Quote follow up can be managed via standard CRM views, charts, dashboards and workflows follow up process can be automated. 
 
Commercial integrity is maintained by with quote versioning, up to date pricing, stock visibility and terms and contiditions can be managed. All sent quotes are automatically attached into CRM to give full audit trails. 
 
Quote discounts rules can be applied and authorised by managers. 
Product Managers 
 
Full access to all the data is held within CRM, there is no external database. Real time quote performance data is available, stock levels to quoted product thresholds can trigger alerts, automatic restocking can be implement.  
 
Standard Microsoft security roles will control who can update and add product data. A full audit trail of data changes can be aplied to the product catalogue. 
 
Importing and updating the product database couldn't be easier with a single excel sheet to import. Standard export and import controls provide protection and ease of use. 
 
Standard CRM gives the multi currency capability but with our solution products can be priced differently for different markets e.g.UK vs EURO commercial vs Governement. 
Purchasing 
 
Our quote tool solution integrates with a purchase order system. Quotes line items can be divided up by supplier and sent automatically for fulfillment. 
 
Delivery notes are netted off against the Purchase order to track delivery, short shippments. 
 
Standard dynamics functional allow purchasing to visualise purchasing data in dashboards and views and automated alerts and emails can streamline the process. 
 
Stock management information allows the automation of replenishment. 
 
 
 
Why do I need it? 
 
Producing quotations or proposals is a key part of most sales peoples work, whether your external field sales create their own quotes, or you have an internal sales administration team, creating quotes it is always time-consuming, and keeping the quotations professional and accurate can be hard work. 
 
Our solution makes the task as easy as possible for sales people whilst maintaining accuracy and producing a professional document meeting your company standards for content and layout. 
 
Using our solution you can produce accurate, professional quotes quickly and easily so that your prospect / customer always has a good first impression of your company and you can present the quote to them quickly. 
 
The Quoting and Proposal Solution also enables you to revise the quote with automatic revision numbering, or clone a quote to create a new one (especially useful if you need to reproduce a complex quote), or even produce a quote from a template. 
 
Who is it suitable for? 
 
The Quoting and Proposal Solution can use used by any company in any industry, with Dynamics CRM 2016/365 online or on premise – from a single user to a large multi-national organisation. 
 
Our solution uses a simplified product database compared to the standard Products / Price List Items within Dynamics 365, making it particularly suitable to organisations with large and/or fast moving product databases that are frequently updated. 
 
If you need to produce quotes and use (or plan to use) Microsoft Dynamics CRM/365 then you should consider this solution. 
 
Go to the Product Overview page for more details.