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In 2012 you were able to assign a template to provide standard text for an Introduction and/or a Conclusion for a Sales Quotation.


In D365O this feature is half way there.  You can create the templates, but you can't include them in the Posting section of the Sales Quotation header.  The two boxes are now just free text.


Can this feature be put back in please?

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your comment. This is a fair request and we will work on getting this capability back.
 
 
Sincerely,
Olga T. Mulvad
PM, Microsoft

Comments

I

Its really required, most of the sales quotation we have subject, Special notes and terms & conditions. 

Category: Sales and marketing

I

I agree with previous comment. On top of that the functionality works for Project quotations, but not for sales quotations.

Category: Sales and marketing