Quoting Process in Dynamics 365 Sales

Is the quoting process taking more time and energy from your sales team than it should? Over the years we've helped many organizations streamline their sales quote process - and eliminate more human errors! In this video, Annie walks through how Dynamics 365 Sales does the heavy lifting for all the painful parts of the quoting process.
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[@floor_city]

How do you send the quote as and allow the customer to pay for the quote by email. It should look like a button or payment link. Quotes should not require converting it to an order invoice. It should create the invoice upon the customer paying for the quote and be marked as an authorized/paid quote and become a sales order.

[@CobaltCRM]

Hello! We show how to send the quote in an email around 5:45. The quote can be sent without generating an order invoice. To include a payment link and automatically convert the quote to an order/invoice upon receiving payment, you'll need a little bit of configuration to your D365 Sales system. We'd love to talk with you about this. Would you mind sending us an email at [e-mail]?

[@abhilashthombare]

you are teaching in very hurry manner

[@CobaltCRM]

We're sorry that's the case! If it helps you and others viewing this video, you can slow the video speed by clicking the Settings icon on the video and selecting the playback speed. We hope this helps and appreciate you viewing our video! Let us know if we can answer any questions you have.