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Use the enhanced quote experience

Enabled for Public preview General availability
Users by admins, makers, or analysts Feb 21, 2025 May 31, 2025

Business value

Reduce manual effort and minimize errors by enabling users to add or edit quote line details directly from a unified grid interface. When you include customer schedules, margins, and budgets in the quote line details, you get deeper insights and better financial oversight.

Feature details

This feature enhances quote management. Users can add or edit quote line details directly from a unified grid interface and access cost details. 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.

These improvements streamline quote management and enhance functionality, accuracy, and efficiency.

Users can access this feature in Early Access Update 1. As of the beginning of 2025 release wave 1, the feature is generally available.

Geographic areas

We're releasing this feature 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

Additional resources

New Quote form experience (docs)