A highly customizable tool for quickly creating and editing complex quotes directly within Dynamics 365.
Built seamlessly within the Dynamics 365 interface, this tool leverages the existing Product Catalog to streamline the quoting process. With advanced features like drag-and-drop reordering, section management, and a customizable product catalog, your team can draft and edit quotes with ease, precision and speed.
Products are selectable from a searchable internal and external vendors catalog or from a personal favorites list.
One or more sections can be added to separate items or to provide scenario quoting. Sections and line items can be reordered by dragging & dropping.
Easily reorder and move quote lines between sections with simple drag-and-drop functionality.
Reorder sections by dragging them, with options to expand or collapse sections for an enhanced editing experience.
Duplicate sections with a single click.
Edit product descriptions, quantities, costs, and prices directly within the grid.
Add quote lines by dragging and dropping products from the catalog or by entering the product number.
Ability to add additional custom "modules" with client-specific business logic.
Divided into three tabs:
Internal: Utilizes the Dynamics product catalog.
External: Tracks products from external vendors. (optional)
Favorites: Allows users to tag and quickly access frequently used products.
Search for products by code, name, or category.
Organize products into categories (folders) displayed in a tree view for additional filtering.
A custom toolbar enables quick actions such as saving, deleting, or editing lines.
Autosave functionality with customizable frequency ensures your work is always up-to-date.
* Available for Dynamics 365 for Sales (Online)
