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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Is it possible to give...
Finance | Project Operations, Human Resources, ...
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Is it possible to give Project Quotation Templates in D365 Project Operations

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Posted on by Community Member

We have come across a scenario where we need to create project quotation template in PO. Can you please help me understand whether it can be done? If so, how is it possible??

  • Winters80 Profile Picture
    Winters80 45 on at
    RE: Is it possible to give Project Quotation Templates in D365 Project Operations

    Hi,

    On the Quotes tab when you open one you can see a copy function on the top. This will make a copy of the Quotation if you create a templated one and copy from it for new quotations it should work. 


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