Can you think of a more critical step in your sales process than getting a customer to sign a quote? (If so, please tell us.)
How are you currently using the power of D365 in this critical part of your sales process, to help move someone from “proposal sent” to “proposal signed?”
Most businesses are using D365 to capture and store prospect and customer information, but when it comes time for building a quote, they typically import a spreadsheet or Word doc and pass that on to their customer. But...