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Create a project quote (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Creating a quote is similar to creating an opportunity. While an opportunity is for internal information, a quote is what you send out to your potential customers. You can create one or more quotes for each opportunity. When you’re creating a quote to send to your potential customer, you’re in the Propose stage of your project.

  1. To create a quote from an opportunity, go to Project Service > Opportunities, and then click the opportunity you want to create a quote for.

  2. Click Next Stage on the right side of the process bar, and then either select an existing quote or click Create to create a new quote.

  3. In the Summary area, change any information as necessary.

  4. Click Save to create the quote so you can continue editing it.

  5. To add a product to the quote, click New under Product-based Lines in the Quote Lines area. Select an item under Product Name, and then specify the quantity, sales price, and quoted amount.

  6. To add a project estimate to the quote, click + under Project-based Lines in the Quote Lines area. Enter the name, budget amount, and project, if available. If you need to create a project with a work breakdown structure to come up with an estimate, see Create a project.

  7. When you’re done editing, click the Save button at the bottom right of the screen.

  8. When you’re ready to send the quote to your customer, click More (…), click Run Report, and then click Quote. Save the report as a Word document, edit as necessary, and send the quote to your customer.

  9. If your customer accepts your quote, click Close as Won at the top of the Quote screen. If your customer wants you to change some items, follow this entire process again to create a new quote. If your customer decides not to use your services at this time, click Close as Lost at the top of the Quote screen.

    When you close a quote as won, your project moves on to the Contract stage, and the Project Contract screen prompts you to create a contract for this project.

See Also

Account Manager Guide