Creating Custom Quote Form
Recently switched from salesforce crm to zoho. Need some advice with setting up a simple quote form. We are an industrial supply company with the majority of the products that we sell not suitable for entering into a price list. Currently we do quotes using and MS Excel template that has QTY - Description - Unit Price and Total. The description could be completely different for each quote depending on the customer.
The purpose for using zoho is really to manage our customer list. Not concerned about entering vendor data, price lists ect.
What is the best way to approach this problem?