quote builder for Microsoft Dynamics 365.
Quote Builder
Build accurate, winning quotes in minutes
Quote Builder empowers your sales and operations teams to create fast, consistent, and professional quotes in Microsoft Dynamics 365. Designed to optimise your sales cycle, Quote Builder automates product configuration, pricing, and quotation generation, ensuring you never miss a business opportunity due to delays or errors.
Tailored for growing companies seeking efficiency, transparency, and control, Quote Builder turns complexity into simplicity.
Why Choose Quote Builder?
Faster sales cycles
Speed up quoting with automation and templates, allowing your team to respond to customer inquiries immediately.
Increased accuracy
Eliminate manual errors with predefined rules, product bundles, and pricing calculations.
Full integration
Quote Builder operates in Microsoft Dynamics 365, ensuring a seamless experience and unified data management.
Customisation and flexibility
Adapt the tool to fit your unique business logic, products, and processes.
Scalable solution
Whether you’re a small business or a growing enterprise, Quote Builder evolves with your needs.
Key features
Quote Builder for Microsoft Dynamics 365 CE is a powerful add-on that enhances your Dynamics 365 experience, enabling you to quickly create professional quotes with an intuitive drag-and-drop interface. Easily select products, apply discounts by value or percentage, organise your quotes into sections, rearrange items, and add custom comments, all directly within your CRM.
Guide your teams through configuring complex product offerings easily and accurately with step-by-step flows, ensuring every quote meets customer needs.
Apply dynamic pricing rules, bundles, and discount approvals instantly, minimising errors and speeding up the quoting process.
Create customisable, client-ready quotes directly from Microsoft Dynamics 365
Streamline multi-level approval processes based on pricing or discount thresholds to keep deals.
Track quoting activity, conversion rates, and sales performance with real-time dashboards and analytics.
Let’s Talk
Discover how Quote Builder can transform your quoting process. Talk to our experts today!
