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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Creating a proforma qu...
Finance | Project Operations, Human Resources, ...
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Creating a proforma quotation before sending it to the workflow and customer

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Posted on by NaVo 60

Hi,

our customer would like to create and print "proforma" project/sales quotation before sending it to the approval workflow, to discuss it internally. Developing a proforma quotation functionality like the proforma invoice functionality in sales orders seems to take a lot of effort and man hours.

So I was wondering if anyone has any ideas how to make this possible with less time and effort.

Thanks in advance and best regards,

Navid

I have the same question (0)
  • WillWU Profile Picture
    WillWU 22,361 on at

    Hi NaVo,

    You could set Preview before print, will this meet your requirements?

    Please see the blog:

    ax.docentric.com/.../

  • NaVo Profile Picture
    NaVo 60 on at

    Hi Will,

    unfortunately for project quotations that is problematic. Since you would still have to run through the approval workflow in order to even be able to press the "send quotation" button.

  • Rahul Mohta Profile Picture
    Rahul Mohta 21,032 on at

    could possibly create a new button to trigger proforma report

  • NaVo Profile Picture
    NaVo 60 on at

    That was our initial thought. As mentioned it takes a lot of time and effort to develop a button like that and everything that is needed for it to work.

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