Microsoft Dynamics 365
Ideas portal is nice but due lack of users its impossible to make any impact even if there are reasonable ideas.
Multiple Quotes per Opportunity is critical need due often you can offer customer different solutions. Cant have all bunched up in one quote as how customer will process or approve if it does not reflect appropriate data.
NB! There is also legal error how quotes are handled by principle.
For some reasons most Sales/CRM systems consider that Sales Quote It's not a legally binding or ERP document but rather a formal notice of the estimated price. This is WRONG (at least in EU)! And this mis-definition of quotes creates bunch of issues when sales software is being developed.
For example, with government customers and especially procurements – sales quote is binding by law. Means that if offer is made and bid deadline has passed – by law company must sign contract if customer accepts quote during its validity time. If company refuses to sign contract, then usually different penalties (often financially heavy) by law can be applied (per EU directives and laws).
Similar situation is with retail customers (in many countries) – if quote is made and customer accepts it, its kind of sales contract where terms were agreed. So, its binding document and it makes allot sense also as what’s the point of making quotes if they don’t end up in actual transactions.
amazingly good idea :-)
Well you can create invoice and then print it to PDF to share with customer before posting.
Our users are also asking for this
I voted for this new addition as this is very vital requirement for most of the customer. It will add further value for many customers with similar requirement .
Please add the ability to filter out EFT payments. I have 2 clients where their banks will not accept files with EFT payment lines.