{"id":4089,"date":"2026-05-29T20:02:56","date_gmt":"2026-05-29T20:02:56","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4089"},"modified":"2026-05-29T20:02:56","modified_gmt":"2026-05-29T20:02:56","slug":"quotes-module-zoho-crm","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/quotes-module-zoho-crm\/","title":{"rendered":"Quotes Module"},"content":{"rendered":"<style>\n.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}\n.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}\n.gt-section{margin:0 0 36px}\n.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}\n.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}\n.gt-example-box strong{color:#2563EB}\n.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}\n.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}\n.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">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.<\/div>\n<div class=\"gt-section\">\n<h2>What is the Quotes Module in Zoho CRM?<\/h2>\n<p>A Quote in Zoho CRM is a commercial proposal that formalises a price. Quotes are linked to a <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/deal-opportunity-zoho-crm\/\" class=\"sp-content-link\">Deal<\/a> and a <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/contact-zoho-crm\/\" class=\"sp-content-link\">Contact<\/a> or <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/account-zoho-crm\/\" class=\"sp-content-link\">Account<\/a>. They contain a line-item table pulled from the <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/products-module-zoho-crm\/\" class=\"sp-content-link\">Products Module<\/a>, plus discount, shipping, and tax calculations.<\/p>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Quote Stages<\/h2>\n<p>A Quote moves through stages: Draft, Delivered, On Hold, Declined, Accepted. These stages trigger status-based automation &#8211; for example, a <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/workflow-rule-zoho-crm\/\" class=\"sp-content-link\">Workflow Rule<\/a> can notify the sales manager when a Quote moves to Accepted.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Professional Services:<\/strong> A consulting firm uses Zoho CRM Quotes to send project proposals. The line items are services (Discovery Workshop, Implementation, Training) each with a fixed price. The Quote PDF uses a branded template. When the client signs off, the Quote is converted to a Sales Order, and the project kicks off with the order on record.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\">\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/quote-line-item-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Quote Line Item<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/products-module-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Products Module<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/sales-orders-module-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Sales Orders Module<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/deal-opportunity-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Deal (Opportunity)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/cpq-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">CPQ<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/terms-conditions-quote-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Terms &#038; Conditions (Quote)<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\"><strong>What is the Quotes Module in Zoho CRM?<\/strong><\/p>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Can a Quote in Zoho CRM be converted to a Sales Order?<\/strong><\/p>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Does Zoho CRM integrate Quotes with Zoho Books?<\/strong><\/p>\n<p>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.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>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.<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Quotes Module | Zoho CRM Glossary","seo_description":"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, disc","seo_keyword":"quotes module zoho crm","seo_faqs":"[{\"q\": \"What is the Quotes Module in Zoho CRM?\", \"a\": \"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.\"}, {\"q\": \"Can a Zoho CRM Quote be converted to a Sales Order?\", \"a\": \"Yes. An accepted Quote converts to a Sales Order in one click, carrying all line items and pricing. If integrated with Zoho Books, it can then become an Invoice.\"}]","term_type":"Business","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4089","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4089","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4089"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}