Click the “Quotes” tab in the top navigation bar.

Click the “Create Quote” button in the top right corner.

Enter the customer information in the “Customer Information” field.

Enter the product information in the “Products” field.

zoho.com

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.

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