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Use the enhanced quote experience

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 Feb 21, 2025 Apr 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. The inclusion of customer schedules, margins, and budgets within the quote line details offers deeper insights and better financial oversight.

Feature details

This feature introduces 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.

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

The feature will be available to users in Early Access Update 1. At the beginning of 2025 release wave 1, the feature will be generally available to use.

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

Additional resources

New Quote form experience (docs)