--- title: "Quote Manager CPQ Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Quote Manager CPQ Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more." source_url: "https://www.capterra.com/p/205245/Quote-Tool/" page_type: "product" language: "en" --- # Quote Manager CPQ Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Quote Manager CPQ ## What is Quote Manager CPQ? Quote Manager is a powerful add-on completely native within Dynamics 365. This allows your sales team to create and send professional branded quotes from Dynamics 365 in few minutes. As a native solution, Quote Manager works with all the standard Dynamics features: word templates, PDF generation, email PDF, export to excel, dashboards, charts, email templates, Power Automate, Power BI. Read More: https://www.crm-dynamics.co.uk/quote-to-cash-solutions/quote-manager-cpq/ ## What is Quote Manager CPQ used for? [CPQ](https://www.capterra.com/cpq-software/)[Quoting](https://www.capterra.com/quoting-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price £19.5 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Quote Manager CPQ?[Manage this product listing](https://www.g2.com/products/quote-manager-cpq/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Quote Manager CPQ 5.0 (4) VS. [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting Price £19.5 Per User, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (4) Ease Of Use 4.4 (1,244) Value For Money 5.0 (4) Value For Money 4.3 (973) Customer Service 5.0 (4) Customer Service 4.3 (954) ## Quote Manager CPQ alternatives [DealHub](https://www.capterra.com/p/172031/Dealhub/) [4.7 (96)](https://www.capterra.com/p/172031/Dealhub/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/172031/Dealhub/) [QuoteWerks](https://www.capterra.com/p/135691/QuoteWerks/) [4.6 (192)](https://www.capterra.com/p/135691/QuoteWerks/reviews/) Starting price $78.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/135691/QuoteWerks/) Highest Rated [Better Proposals](https://www.capterra.com/p/153794/Better-Proposals/) [4.8 (167)](https://www.capterra.com/p/153794/Better-Proposals/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153794/Better-Proposals/) [Cincom CPQ](https://www.capterra.com/p/143257/Cincom-CPQ/) [4.4 (8)](https://www.capterra.com/p/143257/Cincom-CPQ/reviews/) Starting price $50000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 75% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/143257/Cincom-CPQ/) ## FAQs about Quote Manager CPQ Overview ### What company size and specific industries is Quote Manager CPQ built for? Quote Manager CPQ is designed for any B2B company, including small, mid-market, and enterprise organizations that sell through complex quoting processes. It is built for manufacturers, distributors, IT hardware providers, software companies, services firms, and telecom services businesses. Features and Usability ### What are the key features of Quote Manager CPQ? Quote Manager CPQ offers automated quoting, quotes/estimates, and pricing management with price and cost calculations, discount management, and price/margin management. It also includes product configurator, guided selling, approval workflow, document management, reporting & statistics, and third-party integrations for CRM, order management, and sales automation. Getting Started and Support ### What training and onboarding options does Quote Manager CPQ offer? Quote Manager CPQ provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online options support guided instruction, webinars offer scheduled group learning, documentation gives written reference material, and videos allow self-paced review of product features. Getting Started and Support ### What customer support options does Quote Manager CPQ offer? Quote Manager CPQ provides email/help desk, phone support, and chat. Support quality is not described in reviewer feedback for this product, so no user sentiment about response times, helpfulness, or common frustrations is available. ## Features AI summary Based on 1,471 Proposal Management reviews Capterra reviewers highlight these as the features buyers value most when choosing proposal management software: - **Proposal Generation** (**59%** of reviewers rated this feature as critical) - **Quotes/Estimates** (**62%**) - **Customizable Templates** (**49%**) Quote Manager CPQ includes **Quotes/Estimates**, but it does not offer **Proposal Generation** or **Customizable Templates**. Instead, it provides **Document Management** (**45%**) and **Templates** (**43%**), which still give teams useful ways to organize sales documents and reuse common content. These features can help businesses create more consistent quote workflows, keep files easier to manage, and support faster response times for customer requests. Quotes/Estimates 5.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Document Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Approval Workflow 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Route documents and other data through one or more stakeholders for review and approval CRM 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Price/Margin Management 5.0 (1) 200.00% of 1 reviewers that rated this feature as important or highly important Track and manage the profit margin between the cost of a product and its selling price. Product Catalog 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Present a catalog of inventory that customers can view Quote Manager CPQ 34 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Quoting: Generate rule-based quotes for clients automatically - Bills of Material: Material list of manufacturing parts and associated costs - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Configuration Management: Identify component attributes like servers, hardware, software, and manage relationships across all services - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Management: Store, manage, and track all electronic documents in a centralized location - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Guided Selling: A process designed for sellers to guide them through the entire selling process - Online Catalog: An online catalog of inventory that customers can view - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Order Processing: Send / receive, process, and execute orders - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing and Cost Calculations: Calculate rule-based prices for a product/service - Pricing Management: Tool used to determine accurate pricing and product eligibility for borrowers - Product Catalog: Present a catalog of inventory that customers can view - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Product Data Management: Capture, organize and track product-specific data and information in a centralized location - Quotes/Estimates: Generate quotes or estimates for customers - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - RFP Management: Manage and process incoming documents detailing requests for proposals - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Order Management: An order generated by a seller to a customer, containing details about products or services - Templates: Sample files or documents that could be customized as needed or used as is - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (4) 5.0 Based on 4 reviews ## Pricing Value for money 5.0 (4) Free Trial Basic £19.50 Per User,Per Month Value for money 5.0 (4) 5.0 Based on 4 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (4) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (4) 5.0 Based on 4 reviews ## User reviews Overall rating 5.0 Based on 4 reviews Filter by rating 5(4) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent BS Becky S. Business Systems Analyst Machinery ### "Built-in Solution for Right Sized Approach" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 20, 2026 We had a positive experience working with the incredibly knowledgeable and responsive team at CRM-Dynamics Limited to implement a quoting and signing solution directly within our Dynamics 365 environment. From the initial product review, through requirements gathering and deployment, the CRM-Dynamics team consistently demonstrated deep expertise and a genuine commitment to understanding and addressing our unique business needs. The solution they delivered was perfectly right-sized—streamlined, fully integrated, and tailored to our workflows. By keeping everything within Dynamics 365, our users are able to stay in the CRM, which has improved efficiency and drove stronger user adoption. The deployment process was quick and easy, and their team remained engaged post-launch to answer questions and make any necessary adjustments. (Shout out to Louis!) Their technical acumen, customer service, and willingness to adapt contributed to the success of the project. If you're exploring quoting tools for Dynamics 365, I highly recommend CRM-Dynamics.co.uk. Pros We went from using excel for quoting to incorporating quoting directly into our Dynamics CE environment workflow between opportunities and work orders. Training was simplified, as users were already used to Dynamics CE, and in fact having a built-in solution also improved the overall use of the CRM. Other companies we looked at found our product list setup to be a barrier, but the CRM-Dynamics team just brought solutions. Other companies also determined this project to take 6 months to 2 years with an equivalent price tag. The CRM-Dynamics team would have likely been done in 3 weeks had we not held them up with internal delays that they kindly worked around. This company really seemed too good to be true, but they truly delivered. We implemented this CPQ product a year ago, and I continue to be very happy we went with this company. Cons I kept waiting for some big issue to happen, but it never did. We weren't sure about contracting with an out of country company, but the time zone difference, the billing, the time/date/spelling formats, security, none of it was a problem. They were more responsive than most of my stateside vendors. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We wanted a CRM integrated CPQ to reduce inefficiencies with data entry and increase visibility. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Shari S. CEO Printing ### "CPQ and its role in our company" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 15, 2023 Overall our team loves CPQ and the functionality is awesome for us. It is the beginning of our order process. Pros I like the fact that it fully organizes even complicated RFQs Cons It is not that easy to customize we required a technical team to assist us in getting our requirements met. Reasons for choosing Quote Manager CPQ We wanted to sty on the salesforce platform and CPQ allows us to do so. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RA Robin A. Product Manager - International Computer Software ### "Help All the Way" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 23, 2020 Nothing has been too much trouble being able to request features / help / work arounds. Whenever I've needed the team they have been there and willing to help. From my initial enquiry to the day we set it live they have all been amazing, helpful and made a determined approach to understanding our complex quoting needs. Thank you! Pros What attracted me to the solution was the initial ease of use and the ability to create templates. Traditional Dynamics quoting does not offer half the flexibility that this solution allows. Within our business we have a lot of products often with different combinations that can be sold together this solution allowed me to configure and setup for our sales teams the right templates, products and bundles to allow easy quoting. Cons All of the things that the software didn't do have been resolved through the implementation process Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor November 26, 2020 Hi Robin, Thank you for your positive review :) CRM Dynamics Limited team is really happy to hear a so good feedback. We will keep working to do always our best. Thanks again! OB Oliver B. IT Manager Security and Investigations ### "Great addition to Dynamics CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 23, 2020 CRM Dynamics are a great company to work with and I would not hesitate to recommend them to anyone. Pros The solutions is very easy to install and is continuously being improved with customer feedback being valued highly. Our end users can create amd produce quotes in a very fast and efficient way and it has saved us a lot of time and money having something integrated into our Dynamics CRM Cons Any problems we have encountered have been resolved in a very fast and timely manner. As mentioned previously there have been lots of developments within the software since we started using it and all have been great additions. Reasons for choosing Quote Manager CPQ No other product offered the same functionality in dynamics crm at a very competitive price point Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.