Create or edit quotes

Article
04/26/2022
3 minutes to read

Quotes include the pricing details of products that your potential customer is interested in.

Tip

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License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing
Security roles	Any primary sales role, such as salesperson or sales manager More information: Primary sales roles

How to create or edit quotes

One way that can help you increase your sales is to add all products that your customer might need to your quote. Dynamics 365 Sales may also offer product bundles or product families to make it easier for you to choose products for upsell and cross-sell.

Most sales begin with a price quote, which eventually becomes an order.
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

Select the site map , and then select Opportunities.
Select the opportunity you want to create a quote for.
Go to the Quotes tab and then select New Quote.

The quote form opens. The quote form is prefilled with important details from the opportunity record.
Enter shipping and payment information in the Shipping Information area of the Quote form.
Enter the billing and shipping addresses in the Addresses area of the Quote form.
To add products from your opportunity to your quote, on the command bar of the Quote form, select Get Products. Add more products or remove existing ones from the Products area.
Select Save in the lower-right corner of the screen.
When your quote is ready to send to your customer, on the command bar, select Activate Quote.

Note

Your base record and all its line items must use the same currency. For example, if your quote has the currency set to U.S Dollars, you must use the same currency for the price list items that you add to the quote. You can't change the currency of the base record (in this case, an quote), unless you remove all the line items associated with the record. Similarly, if the quote is created from an opportunity, it must use the same currency as the opportunity.

Create a quote

Select the site map , and then select Quotes.
Select New.
On the Quote form, enter data in the following required fields:
- Name
- Price List and Currency: The price list that will be used to calculate the product prices and currency.
  
  Note
  
  By default, selecting a price list is required to be able to add products a quote. However, your administrator can change your organization settings to make the Price list field optional.
In the Sales Information section, in Potential Customer, enter information about the customer you're creating this quote for.
On the command bar, select Save to enable other sections on the form.
To add products from an opportunity to your quote, select Get Products at the top of the Quote form, select an opportunity, and then select OK.

-OR-

To manually add other products, in the Products section, select the More commands icon , and then select Add New Quote Product. More information: Add products to Quote, invoice, or order records
In the Shipping Information area, enter shipping details.
In the Addresses area, enter shipping and billing addresses.
Select Save.
When your quote is ready to send to your customer, on the command bar, select Activate Quote.

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 PDF file

Typical next steps

Create or edit an order

Learn about the sales process, nurturing sales from lead to order

Can't find the options in your app?

There are three possibilities:

You don't have the necessary license or role.
Your administrator hasn't turned on the feature.
Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box apps such as, the Sales Hub or Sales Professional app.