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Creating Quotes
In Zoho CRM, you can store quote details by manually entering the data in the quote details form.
Note
Some of the standard fields may not be visible or editable depending on your organization business process.
In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.
To create quotes
3. Click Save.
Note that you can add up to 100 line items in a quote.
http://www.zoho.com/crm/help/quotes/create-quotes.html 1/2
7/11/2014 Creating Quotes | Online Help - Zoho CRM
To clone quotes
1. In the Quotes tab, click a particular quote that you want to be cloned.
4. Click Save.
You can create a 360-degree view of the quote to display all the associated details, such as sales orders, open activities, and history of the completed
activities.
3. In the Quote Details page, click Convert, and then select Sales Order / Invoice.
The Sales Order/Invoice Details page will be displayed.
http://www.zoho.com/crm/help/quotes/create-quotes.html 2/2