LogixOne EasyQuote for Zoho CRM

Streamline your Zoho CRM quoting process

Built for: CRM Developed by: Clearscope Solutions
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With this tool, users can effortlessly generate detailed quotes and create unique URLs using the native Zoho CRM Quotes module. Share these URLs with customers to let themCustomers can easily access the quote from any web browser.The quote can be signed and accepted online for quicker approval., and customers can download the quote as a PDF for their records.
The extension supports direct comments and feedback from customers, ensuring detailed communication.Experience a more efficient quoting process with LogixOne EasyQuote for Zoho CRM, fostering better customer engagement and quicker turnaround times.

Key Features:

  • Create a custom, shareable URL for each quote, allowing customers to view, accept, comment, sign, and download the quote online.
  • Receive automatic updates about the quote status in Zoho CRM.Automatically save direct customer comments within the Zoho CRM quote record.
  • Ensure efficient sales and necessary approvals with automatic "confirmed" markings once the customer accepts and signs.
  • Effortlessly generate detailed quotes using the native Zoho CRM Quotes module, ensuring consistency, efficiency, and accuracy.

Tags

Deployment type Zoho platform
Published date Nov 5, 2024
Version 1.0
Category Sales
Pricing Free
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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