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
Profile Permission Required: Access to the Quotes Tab that includes View, Create, Edit and Delete permissions.
Related Articles
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 ...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 ...Zoho CRM - Working with Invoices
Chapter 17: Working with Invoices Once the sales stage reaches to final stage you may start working on payment procedure. In this regard Invoice plays a vital role, which is very important for both Sales and Accounting purposes. Invoice is a bill ...Zoho CRM - Working with Dashboards
Chapter 20: Working with Dashboards Dashboards are a pictorial representation of your custom report data, which gives a real-time snapshot of your organization's key metrics. Using dashboards you can easily visualize comparisons, patterns, and trends ...Zoho CRM - Working with Reports
Chapter 19: Working with Reports In the Zoho CRM system standard reports are provided in various modules, which can be either used directly or customized further according to your organization requirements. You can perform the following operations in ...