AMS Rapid Quote for Dynamics 365
Faster, accurate Microsoft Dynamics 365 quotes
Less time wasted making quotes = more wins and more profit
Suffering with slow quoting and estimating?
- Do you use Excel to build quotes, but your data is stored in Dynamics?
- Does it take days to get a quote out?
- Do you easily lose track of new prices, discounts and new products?
You need a quote builder that’s as easy to use as Excel, but is part of Dynamics 365
Introducing
AMS Rapid Quote for Dynamics 365
- All your favourite features of Excel, now in Dynamics
- Find and filter your products, then add them to your quote
- All on one screen - no reloading
3x faster quoting
The simple, familiar Excel-like interface is so easy to use, you'll produce a finished quote far quicker than before
Fewer quoting errors
You product data comes straight from where it's managed in your CRM. If the product changes, the quote chnages
Shortened sales cycle
If it's faster to quote and faster to amend, your time to get a decision will drop significantly
Higher conversion rate
Get a quote out whilst you're fresh in customers minds. A timely accurate quote will convert more often.
Dynamics 365 quoting just got easier
Dynamics 365
- Create a new quote
- Search through products - you have few search options and the display is limited
- To make edits to the products, you'll have to load up another page - it's slow
- If you've got a big catalogue, building a quote can be tedious
Dynamics 365 with Rapid Quote
- Create a new quote and open Rapid Quote
- All your products are now ready to be searched and filtered
- Add one, or multiple products to your quote. All from one page
- Make edits to products without leaving the page
Microsoft Dynamics 365 Rapid Quote
The flexible quote builder for Dynamics 365
- Fully integrated in to Dynamics. All your data stays in CRM
- Flexible to how you do business - discounts, write in products, notes etc.
- It's like a CPQ system for Dynamics
- Intuitive and user friendly - if you can use Excel, then this is easy!
- Output quotes as PDFs or email attachments
Flexible, Excel -like product search
- Filter like Excel - free text search or select from check boxes
- Supports lookup fields (for example supplier / manufacturer)
- Quick search feature
- Conditional formatting, grouping, copy/paste multiple cells at once, export to Excel
Lightning fast quote building
- Display any product field and drag drop to reorder them
- Fast - easily handles 10,000+ product lines all from one screen
- Directly edit fields - you choose which can be edited by the user
- Search and filtering tailored to your business - no superfluous extras to get in the way
The fastest, easiest quote builder for Microsoft Dynamics 365
Want to take a look?
Or call us on
01422 824831
hello@allmysystems.co.uk
Speak to us first of all.
We tailor make each install to your business needs. So, the first step is to look at how you currently build quotes. Then we’d build a quote / estimate builder for your business.
Editable grids were introduced in Dynamics 365 to improve the workflow for editing data in grid formats. They were a big improvement, but they don’t offer many of the features which Rapid Quote For Dynamics does.
No, sorry, this solution is designed to work with Microsoft Dynamics 365
Yes. It could be used on any entity, including custom ones.
People use it to build estimates, quickly edit contacts and to stock take
Take a look at AMS Grid, or Speak to us about a custom solution
Yes. Your data doesn’t leave Dynamics, so it remains safe in the Microsoft Azure cloud
Pricing
Pricing includes licencing, development and support / updates.
Please call for details
Why All My Systems?
We have the knowledge of a big company, with the personal touch of a small one
We’re passionate about improving businesses
We get under the skin of your business to find the best solutions
It’s always about people, never technology first
We believe engaged and committed people drive businesses forward
We solve difficult problems to help business grow
Find out how easy it is to start building better quotes in Dynamics 365
Or call us to book on 01422 824831
email: hello@allmysystems.co.uk
