Working with Quotes | Online Help - Zoho CRM

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
Permission Required
Access to the Quotes Tab that includes View, Create, Edit and Delete permissions.



SEE ALSO
Create Quotes
Standard Fields in Quotes
Inventory Management - Overview