7/11/2014 Standard Fields in Quotes | Online Help - Zoho CRM

Standard Fields in Quotes

Following are the list of Zoho defined standard fields available in the Quotes module:

Field Name Description Data type Maximum Limit

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(50)

Potential 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 -

Specify the date till the quote is valid after sending to the prospective
Valid Till Date -
customer.

Contact Name Specify the contact to which the quote has to be created. Lookup -

Account Name Specify the account 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 Specify the person responsible for shipping the shipment to the account or
Text box Alphanumeric(50)
Manager contact.

Specify the account name to which the quote has to be created. This field is
Account Name* Lookup
mandatory

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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

Street - Text
box
Billing Address
City - Text box Alphanumeric(250)
Street
State - Text Alphanumeric(30)
City
box Alphanumeric(30)
State Specify the primary address of the contact.
Code - Text Alphanumeric(30)
Zip
box Alphanumeric(30)
Country
Country- Text
box

Street - Text
Shipping box
Address Alphanumeric(250)
City - Text box
Street Alphanumeric(30)
State - Text
City Alphanumeric(30)
box
Specify the shipping address of the contact (if any).
State Alphanumeric(30)
Code - Text
Zip box Alphanumeric(30)
Country Country - Text
box

Product Name * Select the product name.This field is mandatory Lookup -

Quantity in
Displays the stock quantity. Numeric Integers
Stock

Specify the quantity for which the sales order has to be generated. This field is
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Quantity* mandatory Numeric Integers

Unit Price* Displays the unit price of the product. Currency

Select the product list price from Price Book or specify the product price. This
List Price* Lookup and Numeric Integers
field is mandatory

Total Displays the amount of the selected products. Text box Alphanumeric

Terms &
Specify the terms and conditions that are associated with quote. Text area
Conditions

Description Specify any other details about quote. Text area 32000 characters

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