External User Creating Sales Quote

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Posted on by cbergamini

I want to allow outside customers to create their own Sales Quotes in BC rather than my users manually creating the quotes. Customers know exactly what they want and know the product and pricing so for my internal end-users to manually create the Quotes seems to be a waste of time. What would be a good solution to integrate outside users to create Sales Quotes in BC?

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Dynamics 365 Business Central

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Hello,

I would create a B2B/Customer Portal that allows for such capabilities. You can create a Sales Quote Form that the Customer enters, maybe Copy previously created Orders, maybe offer payment options (i.e. Credit Cards). If you are looking for this APP, check these solutions as they have always worked for me and my customers:

1. Dynamics eShop - https://www.dynamicseshop.com/

2. Sana Commerce - www.sana-commerce.com/

Hope this helps.

Thanks,

Steve

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