CRM Help

Creating Quotes

In Zoho CRM, you can store quote details by manually entering the data in the quote details form.

Note

  • Some of the standard fields may not be visible or editable depending on your organization business process.
  • In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.

Create Quotes Individually

To create quotes

  1. In the Quotes module, click New Quote.
  2. In the Create Quotes page, enter the quotes details.
  3. Click Save.
    Note that you can add up to 100 line items in a quote.

To clone quotes

  1. In the Quotes tab, click a particular quote that you want to be cloned.
  2. In the Quote Details page, click Clone.
  3. In the Clone Quotes page, modify the required details.
  4. Click Save.

Associate Quotes with Other Records

You can create a 360-degree view of the quote to display all the associated details, such as sales orders, open activities, and history of the completed activities.

  • Sales Orders: To display sales orders associated with quotes.
  • Open Activities: To add tasks and events related to quotes.
  • Closed Activities: To display the completed activities.
  • Attachments: To attach documents.
  • Emails: To view email messages.

Convert Quote to Sales Order/Invoice

To convert quotes to a sales order or invoice

  1. Click the Quotes tab.
  2. In the Quotes Home page, select the required quote.
  3. In the Quote Details page, click Convert, and then select Sales Order / Invoice.
    The Sales Order/Invoice Details page will be displayed.

Top