Working with Quotes

how to convert a quote to an Invoice

Hello,

We will provide the Quote to Sales Order/Invoice conversion in our future update.

Thanks,
Gopal

how to change font, quote spacing is not good/very readable

Hi,

In the Quote template, you have option to choose the fonts, font size and you can provide the spacing by pressing the enter/return key according to your convenience.

If you want you can also provide the html format which is also supported with these templates.

Thanks,
Adam.

Can I attach documents to quotes?

Hi Russ,

Yes. You can have attachments when you send the Quotes. Click on the Send mail button in the Quotes record and select the template that you want to send and click on Next button. In the next page, you have the option to attach files when you send the Quote to the customer.

Thanks,
Adam.

Is it possible to change the way quotes are numbered?


I would like to start producing quotes online, only the numbering system used by Zoho (e.g. 53520000000034069) doesn't match up to how we do it presently when producing quotes in MS Word.


Thanks

James

Hi James,

You may add the Auto Number field in Quotes from Setup --> Quote Settings --> Fields List and remove the default field from Setup --> Quote Settings --> Edit Page Layout.

Thanks,
Adam.

How do I get the ability to add line item notes to the products? I need to type additional notes about each product on each line item that is added to the quote.

Hi,

You may add the additional item note for the products from the Quote template that you have. You may access it from Setup --> Template --> Inventory Template.

Thanks,
Adam.

Thanks, Adam.... But it does not become an editable field during quote entry. I can get it to show on a printout like you suggested, but I have to go to the product page first, enter the notes and then add the item to the quote. I would like to add notes per line item on the fly from the quote entry form. I may actually have the same item multiple times with different notes per line that are associated with that item on that line. (My product is configured to color with other little add ons.) Thanks!

Hi,

You may add the notes in the description part in the quote entry form. But adding dynamic notes in the item lines is currently not available. We will take it up for our roadmap.

Thanks,
Adam.

For templates, does CRM support merge fields for page number and number of pages? If so, what are the merge filed names?

How I will replace the existing currency sign i.e $ with sign "Rs." in quote

Hi Abid - BPO, INFOSEC,

You may goto Setup --> Admin Settings --> Company Details and change the country locale to India to get "Rs" as the default currency for your account.

Thanks,
Adam.

I would like to have the ability to select different quote types in the quoting tab. If I have created a new inventory template, how can I get it working?


Thanks

Magalie

Hi Magalie,

You will be able to select different quote types using the look up that we have provided. With the inventory template, you can get the existing data that is available in the record.

Thanks,
Adam.

Hi, I can't seem to find a way to have the discounts shown in the quote when I print it or convert it to PDF so unless the customer pays real carefull attention and calculates the totlas he is not aware that he is receiving a discount. What can I do so that the discounts acutally show in the quote (as a percentage or as a line atime eg. -16.00)


Thanks


Michael

Hi Michael,

You will be able to customize the discount values in the inventory templates from Setup --> Templates --> Inventory Templates --> Quote Template. Either you can use the default template or you can create your own Quote template to have the information that you want. If you still have any issue, please send your query to support (at) zohocrm (dot) com.

Thanks,
Adam.

Is there a way to select a Quote Email Template when sending mail from the quote tab? When [send mail] is clicked, the custom inventory template is attached to the message as a PDF, but no options for an email template is available.

Hi andrew.mills.segrai,

You may try creating a new Quote Email Template and use it to send the Quotes if you are not ok with the default template. Currently you will be able to add more attachments but could not delete the default pdf that is attached with the email. We will take it up for our future updates.

Thanks,
Adam.

I do have the option for a quote email template when sending mail from the quotes tab.


Here is the screen shot to illustrate my issue:


http://www.segrai.com/images/crm/quote email template.jpg

Correction... I do not have the option...

Hi andrew.mills.segrai,

Thanks for the screenshot. The first step after clicking the Send Mail button is to choose the template. Only after choosing the template you will be shown the email box to send the mail with the attached template in it. Currently we are attaching the Quote with the email as that feature was requested by a lot of customers. We will analyze and plan for an option whether to attach the Quote with the email or not in our future updates.

Thanks,
Adam.

Adam,


I apologize for not making myself clear.


Adam: "The first step after clicking the Send Mail button is to choose the template..."


I am doing that. The template you are referring to is an "Inventory Template", correct? I am good with the process thus far.


Adam: "Only after choosing the template you will be shown the email box to send the mail with the attached template in it..."


This is the question. In the email box do I have an option to choose an email template?


I understand that at this point I have chosen an inventory template, and it as been attached to the message. I do not want to remove or do anything to the attached file (inventory template). However, I want to format the email (that has the attached file) with an "email template".


IE Notice on the screen shot that there is not an option to choose an email template when sending mail in Quotes.

Hi andrew.mills.segrai,

Thanks for the detailed information. Currently we have provided the inventory template to be chosen but not the email template. Here you will be able to have all the body of the email in the inventory template itself.

Thanks,
Adam.

It is great that the inventory template is auto attached. I love that. Could the addition of an email template be put on the wishlist?

Hi andrew.mills.segrai,

Sure. We will analyze and take it up for our future roadmap.

Thanks,
Adam.

We are a service provider and provide proposals (based on services) rather than quotes (based on products, shipping, etc.). The structure is quite different but we would like tracking and analysis much like you do in quotes.

Can we modify fields more to our choosing and have others done something similar.

Thanks.

Hi John,

Yes. You can customize all the tabs and fields that we provide in Zoho CRM based on your process. If you have any specific requirements, please send the document to support (at) zohocrm (dot) com to help you better.

Thanks,
Adam.

Hi

Is there a way to remove "Qty in Stock" on the Product Details section when creating a new Quote? Since we repair items that the customer sends us we don't need the stock information nor the unit price.

Cheers,
Gregg

Hi Gregg,

The Qty in Stock and the unit Price are the default fields that are provided by our CRM system. You may fill some dummy data if you are not using it and send the details to your customers without those data using the Inventory template from Setup --> Templates --> Inventory Templates.

Thanks,
Adam.

Thanks Adam.

How do I change the Quote number in the setup menu ?

Hi Guest,

You may goto Setup --> Quote Settings --> Fields List and create a new custom field with type "Auto Number" to have your convenient numbering for the Quotes. Once its done, goto Setup --> Quote Settings --> Edit Page Layout and remove the Quote number to the right side and save it.

Thanks,
Adam.

I edited a quote template, nice thanks. But now i want to also have the old one back. Anyway to re-load the default one?

When we send the the quote throgh email or take the printout of the quote in the terms & conditions it shows all the terms & conditions in the same line. But while inserting these terms & conditions we have edited on the seperate lines.

So I would like to know can we have terms & conditions on seperate lines.

Dear Guest,

Sorry for that. We are already working on the issue and we will be fixing this ASAP.

Regards,
Parker

We have created Quote Auto Number in Custom Field List. When we generate new quote it shows the number format in the quote; but when we try to generate the same by exporting to PDF it doesn’t show the Quote Number instead the relative field remains blank. So Could you help us to solve our issue.

Dear Adam,

I have two questions about quotes.

1. Where is the quote list view "Converted Quotes" (I can only see the "All Quotes" and "My Quotes" list view and i didn't delete anything) ?

2. Does the boolean field "Converted quote" exist? Can I use it in list view filter?

Thanks,
Chris

Hi Roopesh,

You may send the screenshot and the pdf to support (at) zohocrm (dot) com to analyze and help you with the solution asap.

Thanks,
Adam.

Hi spilog,

We have plans to implement the Converted Quotes view and boolean field for the converted quote to have in view filter will be handled in our next major release. Once its done, we will keep posted the update.

Thanks,
Adam.

Is it possible to add logos to the quote?

Hi Guest,

Yes. You may add the logos to your quote by adding the following code to your Quote template:

<img src = "http://www.Website.com/image.gif">

Thanks,
Adam.

Hi,

I am new to Zoho but think it's a fantastic product

I would like to do the following if possible:

1) After creating a quote and clicking on "Send Mail" to be able to customise the email that goes out. I have create an email template but cannot see how to use that instead of the default email template that you have to manually enter details every time.

2) Through using the workflow alerts or rules (not sure which one) on sending a quote or an invoice to a customer to automatically send an email with contact merge codes (mobile number, email and firstname) to a predefined email. This goes to our SMS provider so every email "to" field needs to be sms@smsprovider.com for example.

Be great to get this asap as these two would be the major deciding factors in rolling this product out.

Thanks


David

Is there anyway to quote in another currency? We do biz across boarders and would like the ability to generate a quote in say CAN dollars if possible?

Dear Zoho CRM User,

Currently in Zoho CRM, we dont support multi currency. But we are working on it and we will be implementing this ASAP.

Regards,
Parker

test

;?

or delete ''

Last night I was editing the customized Quote template... just added a line break, saved it and the whole template disappeared - empty. Is there a way to restore it? I spen a few hours getting it straight...

For the wish list - it would be nice to have the versioning for such things as custom templates, you never know if you need something from the past...

Thanks,
David

Another though, why isn't there export to Excel fro Quotes?

Currently we don't have that option. We will provide it in our future updates.

Peter