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Advanced Quotation Management

An extension to the Quotation Management capability of Microsoft Dynamics CRM which allows you to create quotes by importing them from excel, dynamically edit line items, and select products using interactive searches to create quotes from opportunities, accounts, or contacts.

  • Easy to use

Quick and easy generation of quotes based on smart product searches. Also, features an interactive forum where users can quickly perform multiple searches for products along with price and offer details, add to cart and finally generate a quotation for selected products.

  • Import/Export Capability

Advanced Quotation Management tool contains a possibility to import existing quotes created in Excel directly into the CRM. Through this feature, users can easily generate quotations as well as opportunities.

For more enquiries on the features entailed in your industry vertical, or to download our datasheet, please click here.