Quoting

I'm finding it so difficult to setup Zoho CRM to manage my Upfront and Recurring pricing structure. I know the Zoho CRM quoting functionality doesn't deal with being able to quote recurring costs; I can add a custom recurring price field in Products and store the recurring price figure but I can't do anything with it. It can be shown in the Items line ina quote template but I can't total this price, I can't sub-total and therefore I can't store this total and report on it.

Surely, there must be someone out there that has managed to achieve this, one way or another?? I don't think I am the only business using Zoho CRM that requires to quote both upfront and recurring monthly costs. This is a HUGE!! sticking point for me, our entire sales process relies on us being able to manage these two costs effectively in the CRM, so if there is anyone out there that has managed to find a solution to this if you could please, please share it with me it was be greatly appreciated.

Thanks,

Tony