Quote Manager vs. eRep Comparison


Quote Manager CRM Dynamics	eRep Revalize	+	+
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With DrayMaster, spend less time on challenging intermodal rates and more time growing your business. 1 Rating Visit Website P3Source Crafted by industry-savvy print experts, P3Source uses the latest SaaS technology, to automate the conventional 'Bid and Buy' RFQ process commonly used in the Printing and Marketing Services Industry. P3Source acts as a project management and collaboration hub, where users manage dozens of simultaneous projects, bringing together all the details, files, approvals, notes, and historical data in one easy-to-search place. It archives completed projects for future access and detailed reporting. The P3Source web Customer and Supplier portals tie together the entire supply chain. Customers submit requests, upload production files and approve projects. Suppliers submit quotes, accept orders, exchange files, post shipments and present invoices. This streamlined approach ensures quick, hassle-free transactions for all parties. 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Key tools include: Assembly Assistant - Use real-time pricing and templates to build smarter estimates Estimate Reviewer - Catch mistakes and common errors before they cost you Takeoff Assistant - Measure and scale digital plans in minutes Estimate Generator - Create full estimates and complete quotes from scratch Stay on schedule with drag-and-drop timelines, real-time material pricing, and a customer portal that keeps everyone in sync—from the office to the job site. 233 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). 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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	About eRep CPQ (configure price quote) software empowers manufacturers and distributors that need to simplify their complex quote-to-order processes with a modern cloud platform. eRep enables sales teams to accurately quote faster and sell smarter while accelerating growth with faster sales rep onboarding, enhanced business intelligence, and improved customer experience. eRep functions as an independent bridge between your CRM and ERP while remaining platform agnostic - meaning you don't have to use a specific CRM or ERP to take advantage of eRep's CPQ capabilities. From guided selling to multi-channel sales management, eRep can help you onboard new reps faster, follow up on sales activities, and give managers meaningful insights into your sales pipeline - even from independent reps! eRep goes beyond traditional CPQ by incorporating selection software and quote-specific product document generation - including technical drawings - making it an ideal choice for manufacturers!
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 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	Audience Manufacturers and Distributors, especially those who have configurable products
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $17 per month per user Free Version Free Trial	Pricing $75/user/month 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 CRM Dynamics Founded: 2013 United Kingdom www.crm-dynamics.co.uk	Company Information Revalize Founded: 1997 United States erepcpq.com/lp/sf/cpq/
Alternatives Sculptor CPQ Twistellar	Alternatives BlinQ BlinQ Software
Experlogix CPQ Experlogix	Experlogix CPQ Experlogix
iQuote Xpress	iQuote Xpress
Mercura	FPX Revalize
eRep Revalize View All	ConnectWise CPQ ConnectWise View All
Categories CPQ Product Configurator Proposal Management Quoting	Categories Commission CPQ CRM Inside Sales Product Configurator Proposal Management Quoting Sales Sales Enablement Sales Force Automation Sales Forecasting
CPQ Features 2D Drawing 3D Modeling Approval Workflow eCommerce Guided Selling Product Configurator Proposal Generation Quotes / Estimates Renewal Management Self Service Portal Product Configurator Features 2D Drawing 3D Modeling Analysis & Constraints Custom Pricing Options eCommerce Inventory Management Recommendation Engine 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	CPQ Features 2D Drawing 3D Modeling Approval Workflow eCommerce Guided Selling Product Configurator Proposal Generation Quotes / Estimates Renewal Management Self Service Portal Product Configurator Features 2D Drawing 3D Modeling Analysis & Constraints Custom Pricing Options eCommerce Inventory Management Recommendation Engine 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 Acumatica Cloud ERP HubSpot CRM HubSpot Customer Platform HubSpot Sales Hub Infor CRM Infor CloudSuite Business Infor CloudSuite ERP Infor M3 JD Edwards EnterpriseOne Microsoft Dynamics GP Microsoft Power Apps Microsoft Power Automate Microsoft Power BI QuickBooks Online SAP ERP Sage 300 Salesforce Zapier Show More Integrations View All 5 Integrations	Integrations Microsoft Dynamics 365 Acumatica Cloud ERP HubSpot CRM HubSpot Customer Platform HubSpot Sales Hub Infor CRM Infor CloudSuite Business Infor CloudSuite ERP Infor M3 JD Edwards EnterpriseOne Microsoft Dynamics GP Microsoft Power Apps Microsoft Power Automate Microsoft Power BI QuickBooks Online SAP ERP Sage 300 Salesforce Zapier Show More Integrations View All 21 Integrations
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