Manual data entry kills sales velocity. Discover how associating Quotations to Opportunities in CRM as a Service auto-fills fields, eliminates errors, and ensures the right quote reaches the right contact every time.

Apply discounts easily in the Billing App with item-level, pre-tax, and after-tax options for flexible and transparent pricing.

How to overwrite default value in your Quotation Document

Quotations are a crucial part of every sales process — but they often slow teams down when handled manually. With CRM as a Service, you can manage the entire quotation workflow right inside Microsoft Teams. From drafting and approvals to sending and tracking customer responses, discover how to create a smooth, transparent, and efficient quoting experience that helps your team close deals faster.

Organize your products and services with the Catalog in Billing As A Service so you can create accurate, consistent quotations every time.

Configure tax rules, calculation methods, and rounding settings in Billing As A Service to keep quotations and invoices accurate.

Configure how quotation numbers are generated in Billing As A Service with flexible reference patterns, counters, and reset options.

Set up your quotation documents with tailored permissions, validity rules, and formatting options.

Create and manage Billing Entities to control how your company information appears in quotations and invoices in Billing As A Service.

Create and send your first quotation in Billing As A Service, from drafting to approval—all seamlessly inside Microsoft Teams.