--- description: Review of Quote Manager CPQ Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Quote Manager CPQ | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Proposal Management Software](/directory/4252/proposal-management/software) > [Quote Manager CPQ](/software/429146/quote-manager) # Quote Manager CPQ Canonical: https://www.softwareadvice.co.uk/software/429146/quote-manager > 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. > > Verdict: Rated **5.0/5** by 4 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **5.0/5** | 4 Reviews | | Ease of Use | 4.8/5 | Based on overall reviews | | Customer Support | 5.0/5 | Based on overall reviews | | Value for Money | 5.0/5 | Based on overall reviews | | Features | 5.0/5 | Based on overall reviews | | Recommendation percentage | 100% | (10/10 Likelihood to recommend) | ## About the vendor - **Company**: CRM Dynamics - **Founded**: 2013 ## Commercial Context - **Starting Price**: £19.50 - **Pricing model**: Per User (Free Trial) - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Windows (On-Premise), Linux (On-Premise), Chromebook (Desktop) - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 209 more ## Features - API - Approval Workflow - Audit Trail - Automated Quoting - Bills of Material - CRM - Catalog Management - Collaboration Tools - Configuration Management - Contact Management - Contract/License Management - Customisable Branding - Discount Management - Document Management - Drag & Drop - Guided Selling - Online Catalogue - Order Management - Order Processing - Price and Cost Calculations ## Support Options - Email/Help Desk - Phone Support - Chat ## Category - [Proposal Management Software](https://www.softwareadvice.co.uk/directory/4252/proposal-management/software) ## Related Categories - [Proposal Management Software](https://www.softwareadvice.co.uk/directory/4252/proposal-management/software) - [Quoting Software](https://www.softwareadvice.co.uk/directory/3570/quoting/software) - [Product Configurator Software](https://www.softwareadvice.co.uk/directory/4624/product-configurator/software) - [CPQ Software](https://www.softwareadvice.co.uk/directory/4407/cpq/software) ## Alternatives 1. [PandaDoc](https://www.softwareadvice.co.uk/software/144409/pandadoc) — 4.5/5 (1245 reviews) 2. [DealHub](https://www.softwareadvice.co.uk/software/345016/dealhub) — 4.7/5 (95 reviews) 3. [Proposify](https://www.softwareadvice.co.uk/software/322080/proposify) — 4.4/5 (299 reviews) 4. [QuoteWerks](https://www.softwareadvice.co.uk/software/63241/quotewerks) — 4.6/5 (192 reviews) 5. [Cincom CPQ](https://www.softwareadvice.co.uk/software/105675/cincom-cpq) — 4.4/5 (8 reviews) ## Reviews ### "Built-in Solution for Right Sized Approach" — 5.0/5 > **Becky** | *20 April 2026* | Machinery | Recommendation rating: 10.0/10 > > **Pros**: We went from using excel for quoting to incorporating quoting directly into our Dynamics CE environment workflow between opportunities and work orders. Training was simplified, as users were already used to Dynamics CE, and in fact having a built-in solution also improved the overall use of the CRM. Other companies we looked at found our product list setup to be a barrier, but the CRM-Dynamics team just brought solutions. Other companies also determined this project to take 6 months to 2 years with an equivalent price tag. The CRM-Dynamics team would have likely been done in 3 weeks had we not held them up with internal delays that they kindly worked around. This company really seemed too good to be true, but they truly delivered. We implemented this CPQ product a year ago, and I continue to be very happy we went with this company. > > **Cons**: I kept waiting for some big issue to happen, but it never did. We weren't sure about contracting with an out of country company, but the time zone difference, the billing, the time/date/spelling formats, security, none of it was a problem. They were more responsive than most of my stateside vendors. > > We had a positive experience working with the incredibly knowledgeable and responsive team at CRM-Dynamics Limited to implement a quoting and signing solution directly within our Dynamics 365 environment. From the initial product review, through requirements gathering and deployment, the CRM-Dynamics team consistently demonstrated deep expertise and a genuine commitment to understanding and addressing our unique business needs. The solution they delivered was perfectly right-sized—streamlined, fully integrated, and tailored to our workflows. By keeping everything within Dynamics 365, our users are able to stay in the CRM, which has improved efficiency and drove stronger user adoption. The deployment process was quick and easy, and their team remained engaged post-launch to answer questions and make any necessary adjustments. (Shout out to Louis\!) Their technical acumen, customer service, and willingness to adapt contributed to the success of the project. If you're exploring quoting tools for Dynamics 365, I highly recommend CRM-Dynamics.co.uk. ----- ### "Great addition to Dynamics CRM" — 5.0/5 > **Oliver** | *23 July 2020* | Security & Investigations | Recommendation rating: 10.0/10 > > **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. > > CRM Dynamics are a great company to work with and I would not hesitate to recommend them to anyone. ----- ### "CPQ and its role in our company" — 5.0/5 > **Shari** | *15 July 2023* | Printing | Recommendation rating: 9.0/10 > > **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. > > Overall our team loves CPQ and the functionality is awesome for us. It is the beginning of our order process. ----- ### "Help All the Way" — 5.0/5 > **Robin** | *23 November 2020* | Computer Software | Recommendation rating: 10.0/10 > > **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 > > 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\! ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/429146/quote-manager) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data