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Is it possible to preview a sales quote before sending it?

Posted on by Microsoft Employee

I just got a requirement to preview a quote before sending it. Like a proforma invoice. I looked at the code of Proforma invoice and this seems like a major customization. So before starting on that, I just want to check if there is already an out of the box functionality to preview a quote before sending it. Thank you!

Menu path:  Sales and Marketing > Common > Sales Quotations > All Quotations > Quotation tab > Generate group > Send quotation button

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  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees 12,740 on at
    RE: Is it possible to preview a sales quote before sending it?

    Hi GJ,

    If that is the show stopper for business Then You have to customize or create a replica of sales quotation format but without sales quote #.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is it possible to preview a sales quote before sending it?

    Hi Junaid,

    Thank you for looking into this. It's a requirement from business.

    Regards,

    GJ

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees 12,740 on at
    RE: Is it possible to preview a sales quote before sending it?

    Hi GNJ,

    We dont have Proforma sales quotation option on "Sales Quotation" screen. In order to print it you have to click on Send quotation button. That is the only way.

    Can you share why exactly you want to print it before sending to customer?

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