CRM Help

Working with Quotes

Sales Quotes are legally binding agreements between a customer and vendor to deliver the customer requested products in a specified time-frame at a predefined price. Your customers can place orders within the stipulated period (validity date) that has been specified in the quote otherwise you may cancel the quote or send a new quote extending the time-frame. In general, a Sales Quote contains the Quote number, date, line items (products) including the quantities and prices based on your Price Books, Terms & Conditions. In Zoho CRM you can create a quote directly from the Potential or from the Account page.

Availability

Profile Permission Required: Access to the Quotes Tab that includes View, Create, Edit and Delete permissions.

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