Create Accurate Sales Quotes Through Integrated Data Systems in Dynamics 365

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By integrating Xpertdoc with your CRM platform, you gain the ability to create highly personalized, data-driven sales quotes based on your manufacture’s pre-built quote template.

At the click of a button from any entities or modules, you can assemble professional documents that combine accurate and relevant customer data found in your CRM system – account information, primary contact information, purchased products, language variations, terms and conditions, warranties, and more. Your quote template can also be connected to external sources like your manufacturing organization’s ECM or CPQ systems, allowing you to pull up-to-date images, descriptions and pricing of quoted products and dynamically incorporate them to your documents. These integrations ensure your sales quotes are highly personalized, accurate and compelling, conveying superior value to your customers.

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Xpertdoc, an Experlogix brand, was founded in 2000 with a mission to enable organizations to digitally transform their document-centric processes, by automating documents that drive customer engagement and business growth.

With 20 years of...READ MORE