Working with Quotes

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



SEE ALSO

    • Related Articles

    • 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 ...

    • Standard Fields in Quotes

      Following are the list of Zoho defined standard fields available in the Quotes module: Field Name Description Data type Character type and maximum allowed number Quote Owner Select the name of the user to whom the quote is assigned. Lookup - Subject* ...

    • Working with Invoices

      Once the sales stage reaches its final phase you may start working on the payment procedure. In this regard an Invoice plays a vital role, which is important for both Sales and Accounting purposes. An invoice is a bill issued by the vendor to the ...

    • Working with Reports

      Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or ...

    • Working With Products

      Products can be either goods or services, which are sold or procured by your organization. In Zoho CRM, you can manage your company- wide products that are sold to the customers as well as procured from vendors. Both sales and purchasing departments ...