Sales Quotes¶
This page covers the transition from a validated configuration to a commercial quotation. The repository confirms that quotation output is aligned with the validated technical scope, while detailed field-level instructions will be added later.
Basic quotation workflow¶
- Complete the configuration and review any validation outcome first.
- Confirm that the configuration reflects the requested commercial scope.
- Generate or review the quotation output according to your company process in Business Central.
- Check that the commercial result is aligned with the validated configuration.
- Share the quotation for internal review or customer communication as required by your organization.
Review points¶
- The quotation must reflect the approved configuration scope.
- Commercial review should happen on controlled data, not on manual rewrites.
- Any mismatch should be corrected before the offer is sent outside the organization.
Screenshot status¶
No quotation screenshots are available in the repository yet.