A customers auto charges should flow to Quotations just like they do for Sales Orders. Can the "Calculate Tiered Charges" functionality be added to the Quotation creation screen?
Comments
Hi, Thank you for highlighting these challenges around Project Quotation and Confirmation documents in Dynamics 365 — this is a common pain point we’ve seen across many implementations.Interestingly, Visionet has already addressed these exact gaps with our Customer Quotation Management Accelerator for Dynamics 365 Commerce (B2B).Our solution is purpose-built to simplify and enhance the quotation management process — both from a backend (BDM/documents) and frontend (customer experience) perspective.Here’s how our solution directly addresses your concerns:→ Separate Document Templates for Quotation & Confirmation Unlike the standard project quotation flow where the same BDM document is used for both quotation and confirmation, our solution fully supports separate templates — just like Sales Quotation and Confirmation — allowing businesses to differentiate documents easily with different titles, formats, and messaging.→ Enhanced Document Translation Support We’ve optimized document generation to fully support runtime translations — ensuring that multilingual customers receive correctly localized documents every time.→ More Data & Notes Availability Our solution extends the standard data model, exposing additional tables and fields for BDM. Plus, you can easily configure form notes and custom sections as needed to enrich both quotations and confirmation documents.
Category: Sales and marketing
Exactly, and that cannot / shouldn't be the behaviour of an integrated solution.
Category: Sales and marketing
Without the same support on charges in FnO and CE it's very hard to convince customers to use CE fully in the sales process
Category: Sales and marketing
Currently all charges need to be entered manually on a Sales Quotation
Category: Sales and marketing
Administrator on 9/23/2022 2:13:37 PM
Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.