Introducing QuoteBuilder Pro! – A Microsoft preferred solution to easily create tailormade quotes leveraging Dynamics 365 functionality and a user-friendly UX.
QuoteBuilder is a very user centric interface embedded in Dynamics 365 forms to help users create and update their quotes with ease. It is built on top of Dataverse and does not interfere with the out-of-the-box functionality of Dynamics 365. It’s update-proof, maximizes new & existing functionalities and can be extended via custom development where configuration isn’t sufficient.
Originally it was developed to improve the way quotes are built in Dynamics 365. Being able to drag/drop, add structure and quickly edit quote lines was much appreciated by many sales users who prefer to reduce the amount of clicks to get the job done.
As Business Elements runs projects in various industries, our consultants have been able to introduce more and more functionalities to QuoteBuilder to support these industries up to a point where we simply chose to redevelop the whole solution to be able to cater for all these needs, leveraging the Dynamics 365 platform to the fullest. Some say it has become the most manageable CPQ for Dynamics 365.
EXISTING - QuoteBuilder
o Search products using the product hierarchy tree and extended search
o Drag/drop products from the Dynamics 365 product catalog onto quotelines
o Move quotelines
o Inline editing
o Structure quotelines in schedules/groups
Tagsearch : a guided sales approach
Drag and Drop : fast & intuitive
Inline editing: flexible locking as well if needed
NEW – QuoteBuilder Pro
o Guided sales approach using a tag based product search to rapidly find products in complex product hierarchies up to 1 000 000 products
o Billing schedules to configure recurring charge periods
o Product configuration possibilities enhanced via Power BI (CPQ)
o Validation Engine which enables to trigger your own validations on the quote
o Quote Gallery to easily copy information from existing quotes/snippets
o Quote Reports to analyse the quote on-the-fly using Power BI embedded intoQuoteBuilder Pro
o And much more ...
Billing Schedules: support one-time & recurring charges
Suggested products: leverage upsell & cross sell opportunities to the fullest
Configuration: Preconfigured from the Dynamics 365catalog
Bundles: Add bundles with ease
What’s in it for your users?
QuoteBuilder turns the quotation stage of your sales process into the most enjoyable experience. It makes your sales team much more agile by for example:
· Giving them direct access to the required product knowledge
· Providing the ability to leverage existing quotes and combinations to improve productivity
· Offering direct insights using Power BI
How can you get started with QuoteBuilder Pro?
As we are in the process of preparing the latest stable build for general availability on Microsoft’s Appsource, in the meantime, we do tailor made demo’s so you can experience QuoteBuilder with your own product catalog.
To request a demo, please contact us via firstname.lastname@example.org
Your QuoteBuilder leads at Business Elements,