Microsoft Dynamics CRM includes quotes, orders, and invoices; however, Microsoft designed the invoice and order records to integrate with back office systems. The invoice and order functionality in Microsoft Dynamics CRM will not replace a financial system with out-of-the-box functionality.

You can link one or more quotes to an opportunity or create a standalone quote.

Microsoft Dynamics CRM creates new quotes in Draft status. You should activate them upon presentation of the quote to the customer.

If you want to add bill to and ship to addresses to a quote, you must first ensure that the account or contact record attached to the quote has at least one record in its More Addresses section.

You can add products to a quote from an existing opportunity, manually add existing products, or create your own write-in products when attaching products to a quote.

The quote total amount is the sum of the products attached to the quote minus any discounts, taxes, and other charges.

After activating a quote, you can close it, revise it, or create an order.

Microsoft Dynamics CRM includes a Quote For Customer Mail Merge template that you can use as a starting point to create your own printer-friendly quote.

When you close a quote or create an order, Microsoft Dynamics CRM can automatically close the related opportunity at the same time, if applicable.