• Project quotation and project quotation confirmation improvements

    The project quotation and the project quotation confirmation documents are based on the same BDM document in Dynamics 365, which makes it impossible to differentiate these documents. When sending a project quotation confirmation you need to state that it is a confirmation. "A confirmation should have a different title than a quotation". These documents needs to be set up in the same way as the sales quotation and confirmation which is two different templates in BDM.


    I also see that there are some unfished configurations regarding the project quotation:

    • Translating the documents using "defined at runtime" is not working
    • There are quite a few tables available compared to other documents
    • Missing form notes