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How to send a Quote within an existing eMail Conversation | Microsoft Dynamics 365 | Quote Manager CPQ

Posted at 09:10 Tuesday April 15, 2025 by
In Configuration Price Quote, Microsoft Dynamics 365, Sales
How to send a Quote within an existing eMail Conversation | Microsoft Dynamics 365 | Quote Manager CPQ
How to send a Quote within an existing eMail Conversation | Microsoft Dynamics 365 | Quote Manager CPQ

15 Apr How to send a Quote within an existing eMail Conversation | Microsoft Dynamics 365 | Quote Manager CPQ

Posted at 09:10h in Configuration Price Quote, Microsoft Dynamics 365, Sales by

When a customer emails to request a quote, they expect a response that fits within the context of the existing email conversation —not a new message that breaks the flow.

With Quote Manager , your sales team can seamlessly attach and send a quote within the existing email conversation — keeping everything in one place.

Quoting in Dynamics 365

Ready to enhance your sales process?

Here’s how it works:

Step 1: Choose a Sent Email

After creating your quote with Quote Manager :

1. Track in the Client email requesting a quote and attach to the Quote Header.

2. Select the email in the email conversation lookup.
Step 1: Choose a Sent Email After creating your quote with Quote Manager : 1. Track in the Client email requesting a quote and attach to the Quote Header. 2. Select the email in the email conversation lookup. How to send a Quote within an existing eMail Conversation | Microsoft Dynamics 365 | Quote Manager CPQ

Step 2: Generate the Quote Output

1. Click the “CRM Docs” button

Step 2: Generate the Quote Output How to send a Quote within an existing eMail Conversation | Microsoft Dynamics 365 | Quote Manager CPQ 1. Click the "CRM Docs" button

2. The system will open a wizard where you can:

    • Select your preferred document template
    • Choose between two delivery options:
      • Attach PDF quoteto your email reply
      • Send a link that includes both the quote and e-signature functionality
2. The system will open a wizard where you can: o Select your preferred document template o Choose between two delivery options:  Attach PDF quote to your email reply  Send a link that includes both the quote and e-signature functionality How to send a Quote within an existing eMail Conversation-min

Step 3: Send Out the Quote Reply

The system automatically handles the rest:

✓ Generates a reply to the selected email using a predefined template

✓ Includes your selected action (PDF attachment or e-signature link)

✓ Preserves the entire email history for context

✓ Ensures brand consistency with proper formatting and styling

Your reply lands directly in the ongoing conversation—no disconnected threads, no need for a separate follow-up message.
Step 3: Send Out the Quote Reply The system automatically handles the rest: ✓ Generates a reply to the selected email using a predefined template ✓ Includes your selected action (PDF attachment or e-signature link) ✓ Preserves the entire email history for context ✓ Ensures brand consistency with proper formatting and styling Your reply lands directly in the ongoing conversation—no disconnected threads, no need for a separate follow-up message. How to send a Quote within an existing eMail Conversation | Microsoft Dynamics 365 | Quote Manager CPQ

Step 4: Track Email Activity in the Timeline

After sending, the quote email reply appears instantly in the Timeline on the Quote Header. This keeps everything visible and organized alongside previous communications and activities.
Step 4: Track Email Activity in the Timeline After sending, the quote email reply appears instantly in the Timeline on the Quote Header. This keeps everything visible and organized alongside previous communications and activities. How to send a Quote within an existing eMail Conversation | Microsoft Dynamics 365 | Quote Manager CPQ

Bonus: Monitor Engagement

Want to know if your prospect has opened the quote link?

You can track quote opens from the “Envelopes” tab, or even get notified directly when clients sign your quote—giving you insight into when (and how often) the recipient has viewed the document.

Bonus: Monitor Engagement Want to know if your prospect has opened the quote link? You can track quote opens from the “Envelopes” tab, or even get notified directly when clients sign your quote—giving you insight into when (and how often) the recipient has viewed the document.

Need a demo or have questions?

Let us show you how Quote Manager enhances your quoting process!

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