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Session Id :
Customer experience | Sales, Customer Insights,...
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Designing Quotes

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Posted on by 1,299

Hi Experts,

How do we design quotes templates in D365. I tried the word template but having serious trouble in alignment. Is there any GUI way of doing this or may be there is a certain way to do it in word itself, please help.

Thanks in advance for your help.

I have the same question (0)
  • LuHao Profile Picture
    40,892 on at
  • Davyjones Profile Picture
    1,299 on at

    Hi Lu,

    Thank you very much for your response, the links provided do help me at the same time Designing a quote in word becomes a little hard, especially the designing part. A URL of a quote Google - www.northshore.org/.../sample-bill.jpg

    How do we design something like this, or can we in word template itself.

    Thanks in advance for your response.

  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    You could edit the style of the table directly in the word template, which is fine.

    I simulated the template style you provided.

    pastedimage1570501399954v1.png

    You need to make good use of the alignment of the table and text, then you can make the same design.

  • Davyjones Profile Picture
    1,299 on at

    Hi Lu,

    Thank you very much for your help. i still have to try and see how it is but thanks again for taking the effort to design one.

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