Sales Quotes are legally binding agreement between customer and vendor to deliver customer requested products in a specified time-frame at a predefined price. Your customers can place orders within the stipulated period (validity date) that has been specified in the quote otherwise you may cancel the quote or send a new quote extending the time-frame. In general, Sales Quote contains the Quote number, date, line items (products) including the quantities and prices based on your Price Books, Terms & Conditions and others. In Zoho CRM you can create a quote directly from the potential or from the account page.
Availability
Editions
| Enterprise
| Professional
| Free
|
| YES | YES
| NO |
Permission
Required
| Quotes Tab |
Related Topic
Create Quotes | Associate Quotes
Convert Quote | Manage List View
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