Quoting, pricing, and billing home page

Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app version 3.x

Quoting, pricing, and billing are features that are used by both small and large organizations. By understanding how these features work in the application, organizations can more easily customize configurations.

The following articles provide more information about the quoting, pricing, and billing functionality in PSA:

• Sales process
• Quote lines
• Pricing
• Business transactions
• Analyzing project quotes
• Organizational units
• Unit groups and units
• Multi-unit currency
• Recording actuals