Create and manage quotes in Dynamics 365 Sales Professional

Most sales begin with a price quote in Dynamics 365 Sales Professional. A quote is a formal offer for products proposed at specific prices and related payment terms, which you send to an opportunity, account, or contact.

If you’ve created your quote from an opportunity, you might have already added products that your customer is interested in to the opportunity. When you create a quote from the opportunity, all the products are already added to the quote.

You’ll probably edit a quote multiple times as a sale progresses. Initially, you create a draft, and then you need to activate it when it’s ready to go to a customer.

When the customer accepts the quote, you create an order. Otherwise, you close the quote as revised, canceled, or lost.

Create a quote from an opportunity

  1. In the site map, select Opportunities.

  2. Select the opportunity you want to create a quote for.

  3. On the command bar, select Create Quote.

    The Quote form opens.

    Quote form with data from opportunity

  4. Enter shipping and payment information in the Shipping Information area of the Quote screen.

  5. Enter the billing and shipping addresses in the Addresses area of the Quote screen.

  6. To add products from your opportunity to your quote, on the command bar of the Quote form, select Get Products. You add more products or remove existing ones from the Quote Products grid.

  7. In the Products Summary area, enter all the information you have available. If you are adding a discount, add a percentage or amount, or both.

  8. Select Save at the lower-right corner of the screen.

  9. When your quote is ready to send to your customer, select Activate Quote at the top of the screen.

Create a new quote

  1. In the site map, select Quotes.

  2. Select New.

    The Quote form opens.

    Quote form

  3. Add your quote information.

  4. To add products from an opportunity to your quote, select Get Products at the top of the Quote screen, and select OK.

  5. In the Sales Information area, select the potential customer you’re creating this quote for. If the record doesn’t already exist, you can create a new one.

  6. In the Shipping Information area, enter shipping details.

  7. In the Addresses area, enter shipping and billing addresses.

  8. Select the Save button in the lower-right corner of the screen.

  9. When your quote is ready to send to your customer, select Activate Quote at the top of the screen.

Email a quote

When you’ve added all the details to the quote, you can send it to the customer. To directly send an email to a customer with a quote attached, open the quote, and on the command bar, select Email as PDF. More information: Email a quote PDF

See also

Develop sales from lead to cash in Dynamics 365 Sales Professional
Overview of Dynamics 365 Sales Professional
Sales transactions in Dynamics 365 Sales Professional