Quote naming

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Posted on by Community Member

I was wondering what others might be doing as far as a quote name, I have played with several variations and trying to set a company stadnard for this and thought I woudl see what others are doing.

I have used

(company name + project name/main product name)
(Main product name)
Name of person that asked for the quote.

Trying to find a good combination that helps when accessing the quote for example from Outlook and also from within CRM web access.

Regards,

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Phil, once you've decided on your quote naming convention, you might like to know that our certified add-on for Dynamics CRM can quickly add line items to quotes as well as automatically create the quote name based on your convention. For instance, if you would like to use the company name + product name on your quotes, Experlogix can populate the quote name field for you automatically with those names. Our solution runs from Outlook, the Web Client and offline. To learn more, see www.experlogix.com.

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