Standard Fields in Quotes

Standard Fields in Quotes

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

Field Name Description Data type Maximum Limit
Quote Owner Select the name of the user to whom the quote is assigned. Lookup -
Subject* Specify the name of the quote. This field is mandatory. Text box Alphanumeric(50)
Potential Name Specify the potential name for which the quote has to be created. Text box Alphanumeric(40)
Quote Stage Specify the status of the quote. Check box -
Valid Till Specify the date till the quote is valid after sending to the prospective customer. Date -
Contact Name Specify the contact to which the quote has to be created. Lookup -
Account Name Specify the account to which the quote has to be created. Lookup  
Carrier Select the name of the carrier manufacturer. Pick list -
Shipping Select the category of the quote. Text box Alphanumeric(50)
Inventory Manager Specify the person responsible for shipping the shipment to the account or contact. Text box Alphanumeric(50)
Account Name* Specify the account name to which the quote has to be created. This field is mandatory Lookup  
Created By Displays the person created the Price book first time. Date/Time format  
Modified By Displays 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 mandatory Lookup -
Quantity in Stock Displays the stock quantity. Numeric Integers
Quantity* Specify the quantity for which the sales order has to be generated. This field is mandatory Numeric Integers
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 mandatory Lookup and Numeric Integers
Total Displays the amount of the selected products. Text box Alphanumeric
Terms & Conditions Specify the terms and conditions that are associated with quote. Text area  
Description Specify any other details about quote. Text area 32000 characters

    • Related Articles

    • Creating Quotes

      How Can I... Create Quotes Individually Associate Quotes with Other Records Convert Quote to Sales Order/Invoice Convert Quotes in Bulk In Zoho CRM, you can store quote details by manually entering the data in the quote details form. Note: Some of ...

    • Standard Merge Fields

      The following are the standard merge fields that can be used in templates in order to retrieve relevant data. Inventory Template Tags While creating a template, you can use various tags from Users, Organization, Accounts, Contacts, Potentials, ...

    • Zoho CRM - Working with Quotes

      Chapter 14: Working with Quotes Sales Quotes are legally binding agreement between customer and vendor to deliver customer requested products in a specified timeframe at a predefined price. Your customers can place orders within the stipulated period ...

    • Standard Fields in Accounts

      Following are the list of Zoho defined standard fields available in the Accounts module: Field Name Description Data type Maximum Limit Account Name Specify the company name. This field is mandatory. Text box Alphanumeric(100) Account Owner Select ...

    • Standard Modules & Fields

      The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Activities Dashboards Documents - - The following tables give the ...