To automate Quote generation with draft projects, a new “Auto-create Quote for project draft” field has been added to the Opportunity form’s Summary tab. This field inherits its default value from the Company Parameters setting of the same name. When enabled in Company Parameters, all newly created Opportunities inherit this “Yes” setting. However, users retain the flexibility to override this for specific opportunities, disabling automatic Quote creation.
Clicking the “Project Draft” button on an Opportunity line automatically creates a new Quote for the selected line (provided the “Auto-create Quote for Project draft” field within the Opportunity is set to “Yes”). Additionally, the associated Project is created and attached to Opportunity line, and the Opportunity line’s status is updated to “In Process”.
The quote and quote line details will be created once the user creates project draft against the opportunity line. The user can see the quote created in the Quotes tab of the opportunities form with ‘Status’ as ‘Active’ and ‘Total Amount’ as Customer budget amount.
Open the Quote and user can find the following details in the Quote lines tab of the Quote.
| Fields | Description |
| Billing Method | Same as Opportunity line. |
| Include Tasks | Include Time = Yes, Include Expense = Yes, Include Material = Yes and Include Fee = Yes. |
| Extended Amount | Extended Amount and Customer Budget same as Customer budget amount. |
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Note – User can customize the defaulted project price list by clicking ‘Create Custom Pricing’ at Project Price Lists tab which will in turn create a new sales price list and integrated to Finance and Operations as Customer price/discount group once the opportunity line is won. |
For the created project draft user can add detailed tasks, generic resources with roles and efforts in the Tasks tab and build an estimate and same estimate can be imported in the Quote line details using ‘Import from Project Estimation’ option to arrive the final quote amount.
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Note – Upon successful closure of an Opportunity line, the corresponding Quote status is automatically updated to “Closed” within Microsoft Dynamics CRM. This aligns with the established sales process flow of Opportunity -> Quote -> Contract, where a “Won” Quote is a prerequisite for Contract creation. |