CRM Help

Standard Fields in Quotes

Following are the list of Zoho defined standard fields available in the Quotes module:

Field NameDescriptionData typeMaximum Limit
Quote OwnerSelect the name of the user to whom the quote is assigned.Lookup-
Subject*Specify the name of the quote. This field is mandatory.Text boxAlphanumeric(50)
Potential NameSpecify the potential name for which the quote has to be created.Text boxAlphanumeric(40)
Quote StageSpecify the status of the quote.Check box-
Valid TillSpecify the date till the quote is valid after sending to the prospective customer.Date-
Contact NameSpecify the contact to which the quote has to be created.Lookup-
Account NameSpecify the account to which the quote has to be created.Lookup 
CarrierSelect the name of the carrier manufacturer.Pick list-
ShippingSelect the category of the quote.Text boxAlphanumeric(50)
Inventory ManagerSpecify the person responsible for shipping the shipment to the account or contact.Text boxAlphanumeric(50)
Account Name*Specify the account name to which the quote has to be created. This field is mandatoryLookup 
Created ByDisplays the person created the Price book first time.Date/Time format 
Modified ByDisplays the person modified the Price book.Date/Time format 
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name *Select the product name.This field is mandatoryLookup-
Quantity in StockDisplays the stock quantity.NumericIntegers
Quantity*Specify the quantity for which the sales order has to be generated. This field is mandatoryNumericIntegers
Unit Price*Displays the unit price of the product.Currency 
List Price*Select the product list price from Price Book or specify the product price. This field is mandatoryLookup and NumericIntegers
TotalDisplays the amount of the selected products.Text boxAlphanumeric
Terms & ConditionsSpecify the terms and conditions that are associated with quote.Text area 
DescriptionSpecify any other details about quote.Text area32000 characters

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