---
title: "Sales quote"
slug: "bc-sales-quote-walkthrough"
description: "Learn how to send a sales quote notification, create personalized emails, and manage quotes effectively with our comprehensive walkthrough."
tags: ["BC", "BIS", "Business Central", "Business Integration Solutions", "Walkthrough"]
updated: 2026-06-25T09:59:05Z
published: 2026-06-25T09:59:05Z
canonical: "docs.staedean.com/bc-sales-quote-walkthrough"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales quote

This walkthrough provides an overview of how to send a sales quote notification.

A sales quote shows a prospective buyer what costs would be involved for the work they would like done. Many businesses provide services that cannot have an upfront price, as costs can vary depending on materials and manpower. These companies provide the potential customer with a quote that helps the prospective buyer choose which company and services to use.

## Prerequisites

| Template | Description | Default report |
| --- | --- | --- |
| NM_SALES.QUOTE | Notification Management Template: Sales Quote | Sales - Quote (1304) |

## Story

This connection uses the following pipeline elements:

- A **Code Event** triggers the pipeline. On the **Sales Quote** page (page 41), add a new button with a few lines of code: see [Code event setup](/business-central/docs/bc-create-a-code-event-netcode-event). When a user selects this button, the Code Event detects it.
- The **XML Generator** activity creates an XML file based on an internal document.
- The **Splitter** activity creates one message for each sales quote.
- The **XML Minifier** activity cleans the message of empty nodes and blocks that are not mandatory.
- The message passes through the **XMLSchemaValidator**, which verifies that the XML message respects the internal document structure.
- The **Header Mapper** activity adds the headers to the message body, filling in the recipients and email subject.
- The **XML to HTML Translator** activity creates an HTML email message based on your branding templates. You can also configure an HTML body manually.
- The **Attachment Generator** activity adds attachments to the email message based on standard Microsoft Microsoft Dynamics 365 Business Central report functionality.
- The **Email Writer** endpoint sends the email.
- The internal document NM_SALESQUOTE contains all the information needed to configure the **XML Generator** activity, the **Splitter** activity, the **Header Mapper** activity, and the **XML to HTML Translator** activity. Adding other fields to this document lets you define a personalized email message.

![SQ Notification](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_NM_UsingEmailWriter2.png)

## Setup

1. Import the NM_SALES.QUOTE.zip configuration package, or use the Business Integration Solutions template if available.

![SQ Import](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_SalesQuote_Import.png)
2. Add a new email account in **Email Accounts**, then select **SMTP Account** to send notifications via the Papercut SMTP server.

![Email Account](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/bis_EmailAccountIDsetup.png)
3. On the notification page, edit the **EMAILWRITER** and add the **Account ID** created in the previous step. Run the configuration once.

![Settings](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_Reminder_Settings.png)

## Process

1. Open the **Sales Quotes** page.
2. Create a new sales quote for customer 20000 Selangorian Ltd.
3. Select the **Code Event** button on the page ([Send notification](/business-central/docs/business-integration-solutions-documentation-222)).

## Result

![SQ Result](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/DM_SalesQuote_Result.png)

The mail sends to all recipients. Using Papercut, the mail is captured in the demo environment, showing a preview of the HTML mail body and a PDF attachment of the **Sales - Quote** report.

> [!NOTE]
> **Note**
> 
> For a brief guide, see [Papercut SMTP setup](/business-central/docs/simulate-mail-using-papercut).

## Related

- [Create a Code event / NETCode event](/bc-create-a-code-event-netcode-event.md)
- [Simulate mail using Papercut](/bc-simulate-mail-using-papercut.md)