To produce a branded quote to send to the customer, generate a Word document from the quote using the Deal Desk Quote template that ships with Deal Desk 365. Generation runs inside your own Dynamics 365 environment; no quote data leaves your tenant and no external service is called.
Generate the document
- Open the quote. If it needed approval, wait until its Approval State is Approved so the numbers are final.
- On the quote's command bar, open Word Templates and choose Deal Desk Quote.
- Dynamics 365 fills the template and gives you the finished Word document to save, print, or attach to an email.
What is in the document
- The quote header.
- A table of the quote lines in section order, with a Section column, so the customer reads the quote the way you built it in the line editor.
- The quote total.
Tips
- Generate the document after approval, not before. A quote that is Pending Approval is locked, and its numbers may still change if it is rejected and revised. See Submit a quote for approval.
- Line order in the document follows the section and line sequence on the quote, so reorder in the editor first if the customer should read the lines differently.