Following are the list of Zoho defined standard fields available in the Quotes module:
Field Name | Description | Data type | Character type and maximum allowed number |
Quote Owner | Select the name of the user to whom the quote is assigned. | Lookup | - |
Subject* | Specify the name of the quote. This field is mandatory. | Text box | Alphanumeric (120) |
Deal Name | Specify the potential name for which the quote has to be created. | Text box | Alphanumeric (40) |
Quote Stage | Specify the status of the quote. | Check box | - |
Valid Till | Specify the date till the quote is valid after sending to the prospective customer. | Date | - |
Contact Name | Specify the contact to which the quote has to be created. | Lookup | - |
Carrier | Select the name of the carrier manufacturer. | Pick list | - |
Shipping | Select the category of the quote. | Text box | Alphanumeric (50) |
Inventory Manager | Specify the person responsible for shipping the shipment to the account or contact. | Text box | Alphanumeric (50) |
Account Name* | Specify the account name to which the quote has to be created. This field is mandatory | Lookup | |
Created By | Displays the person created the Price book first time. | Date/Time format | |
Modified By | Displays the person modified the Price book. | Date/Time format | |
Billing Address
| Specify the primary address of the contact. |
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Shipping Address
| Specify the shipping address of the contact (if any). |
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Product Name * | Select the product name.This field is mandatory | Lookup | - |
Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
Unit Price* | Displays the unit price of the product. | Currency | |
List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
Total | Displays the amount of the selected products. | Text box | Alphanumeric |
Terms & Conditions | Specify the terms and conditions that are associated with quote. | Text area | |
Description | Specify any other details about quote. | Text area | 32000 characters |
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