Advanced Module

Quotes, Orders and Invoices

Save time and money by changing your old sales order process to the Quotes, Orders and Invoices module in Microsoft Dynamics CRM. Provide your sales team with the simplicity of a single process rather than three separate steps and be able to revise as you see fit. Quotes, Orders and Invoices in Microsoft Dynamics CRM provides you with the flexibility and control to simplify the order process all while reducing time, costs, and stress.

Features and Benefits

• Streamlined Process Rather than being a separate process, handle your quotes, orders and invoices in one process and avoid data re-entry and time wasted as the order goes from the quote step to being finalized.
• Activated State Activate your order so it is safe and locked from unauthorized access to keep your information in your control. Once the order is activated you can alter and revise the information, keeping data entry duplication low. Also reduce any accidental changes and alterations by other sales members as you keep your files secure in your hands.
• Customization Customize your quotes, order and invoices to fit your aesthetic needs. Include your logo signature and even change the terms and conditions based on a particular sale.