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I would like to solve this need of our company:
We offer a variety of services. Each service has its Sales Literature document in Dynamics365. Each Sales Literature document is a kind of Product List including pictures, texts, tables - all in our company brand style.
Our Account Managers sell our services to the customers and Sales Literature helps to introduce and promote our services. That's why we need to use it also when we are preparing a quote to be sent to our customer.
In Dynamics 365 we prepare standard Quote entity including selected services. Then we use the "Create PDF" or "Word Templates" function to get a "printed offer" for the customer. We have the Quote Word templates in our brand, too, but now they include only the information from the Quote entity.
What we need is to have a "quote paper document" to be downloadable from Quote entity which would include:
Is there a way how to solve this request of ours?
Thank you in advance for any help,
I am not aware if Dynamics 365 for Sales include such funcionality as Out of the Box solution. Nevertheless, I migth be possible to achieve what you are looking for by building a solution where it builds the PDF file with the information from your prefered list of offered produts View in Dynamics
I invite the community to share more insigths in how this could achived from your end
Microsoft can help you find a solution provider to support you with this customization. Please refer to Microsoft Solution Providerers page: www.microsoft.com/.../home
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