The Quotes Module in Zoho CRM is used to create formal price proposals for customers. A Quote lists products or services with quantities, unit prices, discounts, and taxes, and can be sent as a branded PDF directly from the CRM or converted into a Sales Order once accepted.
A Quote in Zoho CRM is a commercial proposal that formalises a price. Quotes are linked to a Deal and a Contact or Account. They contain a line-item table pulled from the Products Module, plus discount, shipping, and tax calculations.
Once a Quote is accepted by the customer, it can be converted to a Sales Order with one click. All line-item data carries over, eliminating re-entry. If Zoho Books is connected, the Sales Order can be further converted to an Invoice in Books, creating a seamless quote-to-cash flow.
A Quote moves through stages: Draft, Delivered, On Hold, Declined, Accepted. These stages trigger status-based automation – for example, a Workflow Rule can notify the sales manager when a Quote moves to Accepted.
The Quotes Module in Zoho CRM is used to create formal price proposals for customers. A Quote lists products or services with quantities, unit prices, discounts, and taxes, and can be sent as a branded PDF directly from the CRM or converted into a Sales Order once accepted.
Yes. When a Quote is accepted, it can be converted to a Sales Order in one click. All line items, pricing, and customer details carry over automatically.
Yes. When Zoho CRM is connected to Zoho Books, a Sales Order created from a Quote in CRM can be pushed to Books and converted to an Invoice, creating a complete quote-to-cash workflow.
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