Structure, format and supplement sales offer with images and text in almost any way.
In the standard of the ERP system Microsoft Dynamics 365 Finance & Supply Chain Management, offers are hardly structured and are very similar in appearance. Besides the individual text option for the introductory and closing sentences, the possibilities for structuring or formatting an offer are limited. Especially comprehensive and complex offers quickly appear confusing and unstructured.
This is where the Graphical Quotation Designer for Dynamics 365 creates new possibilities for you. Thus, the integration of additional graphic and text elements into the sales quotation provides countless design options in Microsoft Dynamics 365 Finance & Supply Chain Management when creating quotations.
With the Graphical Quotation Designer for Dynamics 365 you can structure, format and supplement sales off ers with images and text in almost any way.
Structuring of individual items in any depth
Inserting and formatting headings
Set page breaks
Adding texts before or after corresponding line items or images
Furthermore, you may create different templates and transfer the finalised basic layout to other offers.
It is also possible to create Text modules for salutation, final sentence, product descriptions, captions, legal information etc.
How you benefit:
You save time
Create even complex quotations in a structured way directly within your ERP system using the Graphical Quotation Designer for Dynamics 365. No post-processing with other tools is necessary.
You sell more
Thanks to the many possibilities offered by the structure designer of the Graphical Quotation Designer for Dynamics 365, your offers will be clearer, more attractive and more meaningful. Don’t underestimate this trigger for the purchase decision of your customers.
You create group totals and subtotals
Any items can be grouped using the Graphical Quotation Designer. In case of extensive sales quotations you therefore have the option to, e.g.:
Combine items for services and hardware in different groups and provide corresponding totals
Clearly structure different steps in the project by inserting subtotals