Prodware Project Quotation accelerator

oleh Prodware Group

Easily bring quotation elements together across sales and project management processes

Project Quotation accelerator for Microsoft Dynamics 365 Finance and Supply Chain Management

For project and sales managers within manufacturing companies, it can be difficult to achieve a smooth flow between customer trading agreements (discounts for example), generating quotes and transferring that information into the project management process.  Users have to switch screens and duplicate information, especially if preparing quotes that include services (hours and expenses) as well as items.  It can be time consuming and open to errors.

The Project Quotation accelerator provides deeper integration across sales and project processes to reflect how you want to manage projects and offer the discounts you want to within a project.

Features and benefits of using this app

  • Allows a price calculation based on cost price or purchase price, with the application of a margin
  • Calculates turnover in project quotation, with a view of quote amount, total cost, margin amount and percentage
  • Because discounts are specific to projects, it allows you to set discounts by line and by project
  • Allows you to set project quotes with a fixed profit percentage or co-efficient

Next steps

If you would like to boost your Microsoft Dynamics 365 Finance and Supply Chain Management apps in this way, please review the materials on this page and contact Prodware to find out more.