Sales Quotes
Automation

Enhance Customer Experience using Automated Sales Quote Generation Microsoft Dynamics 365 CE

 

Please find this app on Microsoft AppSource marketplace

Customer requests for Quote using Marketplace

Customer asks for the best quote for 
one or more products

_________________________

Solution processes customer 
request

Using Power Automate, the flow 
processes customer query

_________________________

Sales quote is automatically
generated in MS Dynamics 365 and sent to customer via email 

One or more sales quotes are
generated automatically and share
with customer without back office intervention

Capture13 - Enhance Customer Experience

Why customers need Sales Quote process automation

  • Digital Sales process is on the rise
  • Faster deal closing by generating quotes on the fly
    by sales team.
  • Support multi channel sales from product marketplace to direct customer communication
    using Microsoft Teams.