![]() ![]() ![]() The quotation is now converted to a sales order. In the Confirm quotation form, select the Print confirmation check box if you want to print the quotation.Ĭlick OK to accept the update and change the quotation status to Confirmed. On the Follow up tab, in the Generate group, click Confirm to open the Confirm quotation form. Select the quotation that has been accepted and confirmed by the prospect. You can confirm any quotation with the status of Created. ![]() In the Send quotation form, click the Options button to select whether you want the quotation sent to Screen, E-mail, File, Print archive, or Printer.Ĭlick OK to accept the update and change the quotation status to Sent. On the Quotation tab, in the Generate group, click Send quotation to open the Send quotation form. Select the quotation that you want to send to the prospect. You can either send it directly by using e-mail, or you can print it out and send it by mail.Ĭlick Sales and marketing > Common > Sales quotations > All quotations. Send quotationĪny quotation with the status of Created can be sent to the prospect for confirmation. When you have created a quotation, you can select the update action that you want to perform on the quotation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.Īpplies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012 For the latest documentation, see Microsoft Dynamics 365 product documentation. This content is archived and is not being updated.
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