Zoho Books - Sales Person Contact Details on Quotes

Zoho Books - Sales Person Contact Details on Quotes

Hi Zoho Books Team,

I've had various clients ask me about showing the phone number and email of the sales person on Quotes to help eliminate any barriers to closing sales.

When I tell them that it is not possible they are always surprised and say something like "this is standard functionality in other systems" and tend to agree. There is already an option to show the Sales Person's name on Quotes, so why not allow the contact details to be shown as well?

This would be a low effort enhancement with great benefit to your customers.

For anyone else reading this, I have worked around this using Zoho Flow, but I'm sure the same can be achieved with custom functions if you have the time and knowledge to write the script.

First add a custom text field on the Quote called something like "Prepared by", then create the following flows.

In the Zoho Books PDF template for the Quote, find the Transaction Details > Add Attention Content. Add the new custom field you just created.

Flow 1 - New Quotes:
  1. When a Quote is created
  2. Fetch User in CRM using the name of the Sales Person on the Quote
  3. Update the custom "Prepared by" field with the name, email and phone number of the CRM user
After this flow runs the Add Attention Content section of the PDF template will be updated with the contact information of the Sales Person.

Zoho Books Workflow - Create a workflow which triggers if the Sales Person field is updated. It should then use a webhook to send the Quote Number, Quote ID and Sales Person name to Zoho Flow.

Flow 2 - Update Quote
  1. When a webhook is received
  2. Fetch User in Zoho CRM using the Sales Person name
  3. Update the custom "Prepared by" field with the name, email and phone number of the CRM user
There are certainly improvements which can be made here but it's a lengthy process to go through just to include the name and email of a Sales Person, when even the email is already included in the Manage Salespersons panel in Zoho Book.

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