Hello,

I'm currently assessing Zoho CRM for my company as we're thinking of switching CRM systems.

One thing that's a potential road-block is the quoting functionality, which doesn't quite give the functions that we would require (we regularly need to break quotes down into phases with different headers which I'm unable to do with Zoho's auto templates)

We currently use a merge into excel templates for our quotes and I'm trying to figure out if I can replicate this using Zoho sheets and custom functions but I'm not sure how I would go about doing this.

Would anybody be able to tell me whether this would be possible? Or if there is any other way I could achieve a merge into zoho sheets (or excel)?

Many thanks in advance for any help.