Zoho CRM Price Books are great, but they can be a bit inflexible. You need to click each item within the Quote sub-form and select which price book to use. Price Books Updater allows you to associate a Zoho CRM Price Book with your accounts, so that when you create a quote for that account you can simply click a button to update all of the quoted items to match the selected Price Book.
Key Features:
Assign Zoho CRM Price Books to individual Zoho CRM accounts.
Automatically update Zoho CRM Quote 'List' Prices to match Accounts associated Price Book.
Automatically update Zoho CRM Sales Order 'List' Prices to match accounts associated Price Book.
Automatically update Zoho CRM Invoice 'List' Prices to match accounts associated Price Book.
Clearscope Solutions spiralizes in the development of solutions for Zoho Products. We have over (10) years of Zoho experience with multiple Zoho Marketplace extensions.
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Hello,
I would recommend you to try LogixOne List Price Updater for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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