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Quoting Software

Quote Manager

Quoting add-on built inside Microsoft Dynamics 365 so sales teams can send branded quotes

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About Quote Manager

Quote Manager is an add-on that sits natively inside Microsoft Dynamics 365. Sales staff use it to produce and send branded quotes without leaving the CRM. It is made by CRM Dynamics Ltd, a Dynamics 365 consultancy.

What Quote Manager offers

  • Quote creation — professional quotes are prepared and sent from within Dynamics in minutes.
  • Standard Dynamics features — Word templates, PDF output, email, Excel export, dashboards, charts, Power Automate and Power BI all work with it.
  • CPQ edition — a configure, price, quote version for more complex sales.
  • Related tools — Order Manager, stock and purchasing, a document signature tool and a Xero connector.
  • API — a quoting interface for connecting other systems.

Who it works with

Organisations already running Dynamics 365 whose sales teams need faster quoting. One case study describes a lighting company that raised its monthly quote volume after adopting the CPQ version.

Key facts

  • Maker: CRM Dynamics Ltd
  • Experience: the company reports more than 20 years working with CRM systems
  • Other services: consultancy, training, support and migration

Profile written by TrustList from the business's own published information, Oct 2026.

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Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

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