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Small and medium business | Business Central, N...
Suggested Answer

Job Quotes from Opportunities

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Posted on by 125

I need to find out if i can create job quotes from opportunities

I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    15,613 on at

    Hi

    Please see below.  community.dynamics.com/.../project-job-quote

  • Suggested answer
    YUN ZHU Profile Picture
    101,995 Super User 2026 Season 1 on at

    Hi, it seems that in the standard, you can only create sales quotes from opportunities, not job quotes.

    pastedimage1642464611719v1.png

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    JAngle Profile Picture
    159 on at

    As a workaround. Given that an opportunity needs a sales quote at some stage in the sales cycle perhaps create one anyway. Add a value against it and then create a job record. Use the “Links” or “Attachments” to add something on the sales quote referencing it.

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