What is usually included in a Quote created in Dynamics 365 Sales?

A Quote in Dynamics 365 Sales primarily serves as a formal document that details the products or services being offered to a customer along with their corresponding pricing and terms of sale. This includes important information such as item descriptions, quantities, individual pricing, discounts, taxes, and total amounts due, as well as payment terms and conditions that the customer must agree to in order to finalize the sale.

The inclusion of products, pricing, and terms is crucial for providing clarity and ensuring that both the seller and the buyer have a mutual understanding of the agreement. It reflects the terms of the offer being made, which can ultimately help in closing the sale effectively.

While customer feedback, employee roles, and supplier details may be relevant in different contexts of customer relationship management or supply chain management, they are not standard elements found within a typical quote generated in Dynamics 365 Sales. These aspects might be managed in other areas of the Dynamics 365 system or in different modules designed for specific purposes.