A Quote Line Item in Zoho CRM is a single row in a Quote's product table, representing one product or service being offered to the customer. Each line item records the product name, quantity, unit price, applicable discount, and line total, and contributes to the Quote's overall value.
When you create a Quote in Zoho CRM, the product table in the middle of the quote form contains Quote Line Items. Each row is a line item. You add a product from the Products Module, enter the quantity, and the unit price populates from the product catalogue (or the active Price Book).
Each line item can have its own discount percentage, tax rate, and description. The system calculates the line total automatically. All line totals sum to the subtotal, taxes are applied, and the grand total is calculated.
When a Quote is converted to a Sales Order or an Invoice, all line items carry over automatically. This prevents re-entry errors and ensures that what was quoted is exactly what is billed.
A Quote Line Item in Zoho CRM is a single row in a Quote’s product table, representing one product or service being offered to the customer. Each line item records the product name, quantity, unit price, applicable discount, and line total, and contributes to the Quote’s overall value.
Yes. When a Quote is converted to a Sales Order or Invoice, all line items – product, quantity, price, discount, and tax – carry over automatically without re-entry.
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