How do I synchronize a quote to an opportunity?
Hi everyone,
We don't quote anything via Zoho but we use it to track services/products so that I can see what was actually sold, vs an opportunity with just shows an amount. We use the quotes for other purposes, mostly to request a quote from Salesforce but we don't invoice or do sales orders or anything. (Basically a user makes a quick quote in Zoho, adds items and pricing, and then exports to PDF which gets emailed to our Quote Desk who then enters the request into Salesforce).
Just wondering how to sync it to the opportunity or make a quote primary. In Salesforce I can have 5 quotes under an opportunity for example, and can even put a manual amount in the opportunity like $100,000 but then if I have a quote with 5 products on it totaling say $80,000 I just click "Sync with Opportunity" and it updates the opportunity to show $80,000 as the amount and so on. Then if an opportunity is won it automatically changes all the other quotes that aren't primary to cancelled. I don't see any feature like that in Zoho, so our opps are always out of sync with the quotes.
Thanks!
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