Use the enhanced Quote experience and AI Quote summary
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | Mar 2025 | Mar 2025 |
Business value
By enabling users to add or edit quote line details directly from a unified grid interface, this feature reduces manual effort and minimizes errors. The inclusion of customer schedules, margins, and budgets within the quote line details offers deeper insights and better financial oversight.
The advanced quote summary generated using language learning models (LLM) ensures comprehensive overviews, aiding in informed decision-making and strategic planning.
Feature details
In 2024 release wave 2, we plan to complete the Modern Quote user interface improvement work. This feature introduces several enhancements to improve the management of quotes. Users can add or edit quote line details directly from a unified grid interface, with cost details accessible. The feature provides various insightful details such as customer schedules, margins, and budgets in the quote line detail, and allows seamless addition of new lines.
An advanced quote summary, generated using LLM, provides comprehensive overviews and indicates upcoming actions and various other actionable insights.
These improvements streamline quote management, enhancing functionality, accuracy, and efficiency.
Geographic areas
This feature will be released into the following Microsoft Azure geographic areas:
- Norway
- South Africa
- Switzerland
- United Arab Emirates
- United States
- Europe
- Asia Pacific
- United Kingdom
- Australia
- Brazil
- Canada
- India
- Japan
- France