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QuoteAssistant for Microsoft Dynamics CRM

Comfortable quote preparation in a familiar environment!

The QuoteAssistant for Microsoft Dynamics CRM is the add-on for the marketing of modular solutions – flexibly adjustable to your needs and integrated into Microsoft Dynamics CRM.

Use the functional CRM extensions for your multi-variant configurable products or project-oriented solutions.

The QuoteAssistant for Microsoft Dynamics CRM

  • "melts" into the Microsoft CRM to form one system for the user
  • can be used by office and field staff, and even by dealers
  • allows rapid, intuitive compilation and structuring of the quotation items
  • is supplemented by a powerful configurator if required
  • provides an adaptable calculation procedure
  • generates appealing, individualised quotation documents with a uniform layout
  • can by used multilingual (unicode-capable)
  • makes available information necessary for quote preparation.

The highlights:

  • Full CRM integration
  • One system for the sales department
  • Quote preparation with a few 'clicks'
  • Configurator can be integrated
  • Appealing quotation documents
  • Adaptable calculation procedure
  • Consistent processes