Designing Quotes

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Posted on by Davyjones

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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.

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Davyjones 1,299 on at

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RE: Designing Quotes

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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LuHao 40,884 on at

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RE: Designing Quotes

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.

You need to make good use of the alignment of the table and text, then you can make the same design.
Davyjones 1,299 on at

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RE: Designing Quotes

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.
LuHao 40,884 on at

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RE: Designing Quotes

Hi partner,

Could you provide a screenshot to illustrate your problem?

Please refer to the following links:

https://blog.fullscope.com/create-a-quote-template-with-one-click-in-dynamics-crm

https://scaleablesolutions.com/generation-quote-word-templete-in-dynamics-crm-2016/

https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/create-quote-pdf