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3 Ways to Streamline the Quoting Process in Microsoft Dynamics 365 for Sales [Video]

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3 Ways to Streamline the Quoting Process in Microsoft Dynamics 365 for Sales

The ability to efficiently create accurate price quotes is crucial to accelerating sales cycles, increasing business growth, and ensuring your customers have a positive buying experience. 

However, the process can be time-consuming and error-prone when there are numerous product configuration parameters. In fact, it can take several mouse clicks to add an inventory item to an Opportunity or Quote in Microsoft Dynamics 365 for Sales. Add multiple items to a quote and the time really adds up!

According to Aberdeen Group, only 38% of companies are sending out accurate price quotes. What's more, if the pricing in the system is inaccurate or reps use outdated discounts, then calculation errors, inconsistency, and legal compliance issues cause delays in submitting quotes.  

When there are many variables to consider, sales reps often find themselves manually computing prices and then using tools such as Excel or Word to submit a quote or proposal. This tedious process leads to several issues, including:

  • pricing and discounting errors
  • discrepancies in pricing and legal policies
  • inconsistency in how the organization’s brand is represented
  • wasted time and effort on generating customized quotes


So how can a Sales organization streamline its quote process and increase Sales productivity? 

Take a look at our video to learn how to simplify your quoting in Microsoft Dynamics 365 for Sales.

3 Ways to Streamline the Quoting Process

Implement Playbooks and Guided Selling

Configurable wizards walk salespeople step-by-step through each customer engagement, so salespeople create personalized quotes within minutes.

Send Digital Proposals

DealHub DealRoom Digital Sales Proposal

Employ digital sales proposals instead of Word or Excel. With a digital proposal, one point of interaction replaces multiple files. Your customers can share proposals with internal stakeholders with just a couple of clicks.

Leverage Insights to Optimize Every Deal Stage

Real-time alerts on customer engagement allow salespeople to quickly identify customer intent and track deal progress. They can see which content is resonating and use these insights to inform their conversations with prospects.

DealHub CPQ integrated with Microsoft Dynamics 365 for Sales automates the sales quoting process, making sales quoting simple and fast. Send accurate, branded, professional sales proposals, and track buyer interaction with those quotes. 

Read the full article The Quick and Easy Way to Generate Quotes in Microsoft Dynamics 365 for Sales.  

Amplify Microsoft Dynamics CRM with CPQ

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