Optimizing Sales Process B2B (Quote/Order)

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Posted on by One_Gin

I'm trying to optimize Sales process of document.

Our company provides services and some products business in retail and C-Stores in United States and outside. All of our sales is B2B with subscriptions mostly and yearly.

Right now our customers are asked to approve/sign 2 documents at least.

Quote - customer sign is a quote when he agrees to the price. This is also serves a trigger to send over following 2 documents.
Master License Agreement - For (New Customers) have to review and sign of on MLA that covers legal additional services etc ...
Change Order - Existing customers sign Change Order form not MLA since that purchase may change scope of original contract.

Here are my challenges trying to consolidate customer accepting current offer.

Can I bypass signing "Change Order" for Existing customers, by having only singed Quote? Those customers have already signed off on MLA before?
Illegally sales transaction is secured went customer signs quote or an order?

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Abdul Wahab 12,119 Moderator on at

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Hi One_Gin,

It seems you are extending DYnamics 365 Sale module.

Can I bypass signing "Change Order" for Existing customers, by having only signed Quote?

You can bypass it. According to me, there are the below ways to know the type of customer whether it is a new or existing

Identified it by the 'Created On' date

Create a new column 'Is it a new customer?' of data type Yes/no on the customer table (account/contact) and manage it accordingly.

Now you are able to know the type of customer and you can handle the situation

Those customers have already signed off on MLA before?

It totally depends on your choice

Illegally sales transaction is secured went customer signs quote or an order?

I think you are talking about security. For examples:

The manager can edit.

The resource can view.

Sale rep can not see

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