- QUOTE BUILDER FOR MICROSOFT DYNAMICS 365
Quotes made easy in Microsoft Dynamics 365
Quote Builder for Microsoft Dynamics 365 CE is a powerful add-on installed on top of your Microsoft Dynamics 365 CE that allows you to create rapidly quotes by selecting products using drag and drop. You can apply discount in value or percentage, create sections, rearrange and even add comments that will appear on your quotes.
Stay focused on what matters: customers
Spend more time with customers building strong relationships. Fully integrated with Microsoft Dynamics 365, Quote Builder makes the sales process frictionless and save time in your agenda.
Increase your productivity
Slash hours of paperwork, easily create quotes with drag and drop products, services and automated variables. Thanks to Quote Builder, customers details are automatically pulled from your Microsoft Dynamics 365 CRM, you create quotes in minutes by using drag and top to add products and/or services. Sales people now have access to a all-in-one sales software by adding Quote Builder to Microsoft Dynamics 365 CE.
Win faster
Increase customers’ conversion and gain full visibility on your sales pipeline. Ensure a best-in class follow-up of your prospects by sending rapidly quotes to increase your customers’ conversion rate. With modern sales tools and real-time visibility on the sales pipeline, sales teams increase easily their close rate.
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Business Elements Privacy Policy This privacy policy will explain how our organization uses the personal data we collect from you when you use our website What Data do we collect? We collect the following data • Personal identification information (Name, email, phone, etc..) • Company specific information (Name, address, etc..) How do we collect your data? You directly provide Business Elements with the data we collect. We collect that data when you: • Register online or place an order for any of our products and services • Voluntary complete a customer survey or provide feedback • Use our view our website via your browser cookies. How will we use your data? We collect your data so that we can: • Process your orders and manage your accounts • Provide you services and support • Email you with special products and services we think you might like. We do not share or resell your data with any other companies. How do we store your data? We securely store your data in Microsoft Western Europe data centers. What are your data protection rights? • The right to access : You have the right to request for copies of your personal data. We may charge you a small fee for this service • The right to rectification: You have the right to request to correct any information you believe is inaccurate. You also have the right to request to complete information you believe is incomplete. • The right to erasure: You have the right to request to erase your personal data under certain conditions. • The right to restrict processing: You have the right to request to restrict the processing of your personal data, under certain conditions. • The right to object to processing: You have the right to object to Business Element’s processing of your personal data, under certain conditions. • The right to data portability: You have the right to request to transfer the data that we have collected to another organization, or directly to you, under certain conditions. If you make a request, we will have one month to respond. To exercice any of these rights, please contact is at our email : privacy(at)businesselements.eu or write to us at : Business Elements SA, Duerfstrooss, 59, L-9647 Doncols, Luxembourg. What are cookies ? Cookies are text files placed on your computer to collect standard internet log information and visitor behavior. When you visit our websites, we may collect information from you automatically trough cookies or similar technology. How do we use cookies? We uses cookies in a range of ways including : • Keeping you signed in • Understanding how you use our websites What type of cookies do we use? • We use functional cookies so that we recognize you on our websites and remember your preferences. These could include what language you prefer and location you are in. A mix of first-party and third-party cookies are used. • We also use advertising cookies to collect information about the content you viewed, the links you followed and information about your browser, device and your ip addesss. How to manage cookies? You can set your browser not to accept cookies, however in a few cases, some of your websites features may not function as a result. Privacy policies of other websites Our websites may contain links to other websites. This privacy policy applies only to our websites, so if you click on a link to another website, you should read their privacy policy. Changes to our privacy policy Business Elements keeps its privacy policy under regular reviews and place any updates on this page. This privacy policy was last updated on February, 4th 2020. How to contact us If you have questions about this privacy policy, the data we hold on you or would like to exercise one of your data protection right, please do not hesitate to contact us at our email : privacy(at)businesselements.eu or write to us at : Business Elements SA, Duerfstrooss, 59, L-9647 Doncols, Luxembourg.