STRUCTURE SALES AND PROJECT OFFERS IN ANY DESIRED WAY AND PRESENT THEM CLEARLY

Graphical Quotation Designer for Dynamics 365

The Challenge

In the standard version of the ERP system Microsoft Dynamics 365 Finance & Supply Chain Management, 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 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.

The Solution

With the Graphical Quotation Designer for Dynamics 365, 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.

 

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:

  • 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

Your offers will sell better

Your offers will become clearer, more attractive and meaningful, and stand out from the standard form. Those are additional triggers for your customers’ purchase decision.

Your offers will be ready faster

Access text fields and templates for specific types of offers, and save time even when creating complex quotations.

You stay in D365

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
The Highlights of the Graphical Quotation Designer for Dynamics 365
Quotation Templates
Templates for text fields and types of offers
  • 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
Subtotals and Items
Create or group any subtotals or items
  • Form groups and subtotals, e.g., for provided services and hardware
  • Set subtotals for different project steps
Unrestricted Formatting
Free structure in any depth
  • 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

Screenshots

WHAT DOES THE GRAPHICAL QUOTATION DESIGNER FOR DYNAMICS 365 COST?

Graphical Quotation Designer for Dynamics 365 costs on premis
On Premise

The single lifetime fee for the On Premise version for Dynamics 365/AX costs 14,900 €.

Graphical Quotation Designer for Dynamics 365 monthly fee
Cloud

The subscription for the cloud version of Dynamics 365 costs 497 € per month.

Test now

Request your non-binding trial version now!

1. In which languages is the Graphical Quotation Designer for Dynamics 365 available?

We maintain and develop our solutions and add-ons continuously. The Graphical Quotation Designer for Dynamics 365 is currently available in German and English. Please contact us if you would like to use it in another language.

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2. For which Dynamics solutions is the Graphical Quotation Designer available?

The Graphical Quotation Designer for Dynamics 365 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

We also offer a Graphical Quotation Designer for the ERP system Microsoft Dynamics AX.

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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. 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.

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4. Which formatting options does the Graphical Quotation Designer for Dynamics 365 offer?

You can format and structure your quotation unrestricted and in any depth desired.

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5. How many subheadings/subsections can I create in the Graphical Quotation Designer?

You are free to create as many subheadings/subsections as you want. The structure uses Arabic numerals (decimal structure) and allows you four and more sublevels (1.1.1.1 or more).

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Downloads

  • Graphical Quotation Designer: Sample offer Download
  • Graphical Quotation Designer: One Pager Download
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