STRUCTURE SALES AND PROJECT OFFERS IN ANY DESIRED WAY AND PRESENT THEM CLEARLY
Graphical Quotation Designer for Dynamics 365 / AX
The Challenge
In the standard version of the ERP system Microsoft Dynamics 365 Finance & Supply Chain Management and Microsoft Dynamics AX, you can only structure (sales and project) offers to a limited extent. If your quotation needs further text formatting, page breaks, subtotals, subheadings, graphics, and images in addition to pure business information, Microsoft Dynamics 365 / AX is at its limits. Although you can create individual introductory and conclusion text fields, they are usually insufficient for comprehensive and complex quotations. Thus, your sales offer may appear confusing and unappealing.
![[Translate to English:] Graphical Quotation Designer for Dynamics 365](/fileadmin/_processed_/c/7/csm_Graphical-Quotation-Designer-Loesung_5a40c96691.jpg)
The Solution
With the Graphical Quotation Designer for Dynamics 365 / AX, you can design graphically appealing quotations and structure, format and supplement them with images, graphics, and text fields in almost any way imaginable. You can also create and display groups and subtotals. The add-on is fully integrated into the standard version of Microsoft Dynamics 365 Finance & Supply Chain Management and Microsoft Dynamics AX.
VIDEO SERIES
From the range of functions to the simple installation of the Graphical Quotation Designer - you can learn all about it in our short videos.
Structure and Format Options
The following options are available for creating and formatting your sales and project quotations with the Graphical Quotation Designer for Dynamics 365 / AX:
- Insert and format headings/subheadings
- Structure individual items/headings in any depth desired
- Add text fields before or after line items or images
- Insert graphics and images
- Set page breaks
- Display any number of groups and subtotals
Furthermore, you can create different templates to transfer elaborated base layouts to other offers.
Text fields for salutation, final sentence, product descriptions, captions, legal information etc. are also available.
HOW YOU BENEFIT FROM THE GRAPHICAL QUOTATION DESIGNER FOR DYNAMICS 365 / AX
Your offers will become clearer, more attractive and meaningful, and stand out from the standard form. Those are additional triggers for your customersβ purchase decision.
Access text fields and templates for specific types of offers, and save time even when creating complex quotations.
Create and structure even complex offers within your ERP system without any post-processing using other tools.
![[Translate to English:] Highlights des Graphical Quotation Designers](/fileadmin/_processed_/2/9/csm_Graphical-Quotation-Designer-for-Dynamics-365-Highlights_6f9740a4fe.jpg)
- Elaborated base layouts are at the ready for all upcoming offers
- Salutation, final sentence, product descriptions, captions, or legal information: Find appropriate text fields at your fingertips and insert them where needed
- Form groups and subtotals, e.g., for provided services and hardware
- Set subtotals for different project steps
- Insert supporting graphics, images, text fields, and page breaks wherever needed in the offer
- Use Formats such as normal, italic and bold, layout images, and regroup items
- For the On-premise version of the Graphical Quotation Designer for Dynamics 365/AX there are one-time license costs; price on request..
- The annual maintenance is 17% of the list price.
- For the cloud version of the Graphical Quotation Designer for Dynamics 365/AX, you sign up for a subscription with a cost of 553,00 β¬ per month.
- The subscription can be cancelled annually.
- For the cloud version of the Graphical Quotation Designer for Dynamics 365/AX, you sign up for a subscription with a cost of 663,60 β¬ per month.
- The subscription can be cancelled on a monthly basis.
Graphical Quotation Designer is a Microsoft Preferred Solution
Our Graphical Quotation Designer is also available in the Microsoft AppSource. The add-on has been awarded as Microsoft Preferred Solution by Microsoft experts.
FAQs
- In which languages is the Graphical Quotation Designer for Dynamics 365 / AX available?
- For which Dynamics solutions is the Graphical Quotation Designer available?
- Which formatting options does the standard version of Microsoft Dynamics 365 offer?
- Which formatting options does the Graphical Quotation Designer for Dynamics 365 / AX offer?
- How many subheadings/subsections can I create with the Graphical Quotation Designer?
1. In which languages is the Graphical Quotation Designer for Dynamics 365 / AX available?
We maintain and develop our solutions and add-ons continuously. The Graphical Quotation Designer for Dynamics 365 / AX is currently available in German and English. Please contact us if you would like to use it in another language.
2. For which Dynamics solutions is the Graphical Quotation Designer available?
The Graphical Quotation Designer for Dynamics 365 / AX is available as an add-on for the following ERP systems:
- Microsoft Dynamics 365 for Finance and Operations
- Microsoft Dynamics 365 Finance
- Microsoft Dynamics 365 Supply Chain Management
- Microsoft Dynamics AX
3. Which formatting options does the standard version of Microsoft Dynamics 365 offer?
With the standard version, you are extremely limited in formatting your offers within Microsoft Dynamics 365 (or in Microsoft Dynamics AX). You cannot format, structure or insert subheadings or images and text fields. You can only set your own texts for the introductory and closing sentences.