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How do I create a quote in Zoho CRM?
If you are a sales representative or a business owner, you may need to create a quote in Zoho CRM in order to provide potential customers with an estimate of the cost of a product or service. Creating a quote in Zoho CRM can help you keep track of the quotes you have sent out, as well as the status of each quote. Additionally, creating a quote in Zoho CRM can help you streamline the sales process and ensure that you are providing accurate and up-to-date pricing information to your customers.
Grace Everwood
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Zoho
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Go to [https://www.zoho.com/crm/](https://www.zoho.com/crm/)
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Click the “Quotes” tab in the top navigation bar.
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Click the “Create Quote” button in the top right corner.
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Enter the customer information in the “Customer Information” field.
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Enter the product information in the “Products” field.
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Enter the quote information in the “Quote Information” field.
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Click the “Save” button.
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