Quote Sync to Deals for Zoho CRM

Synchronize Quotes with Deals in Zoho CRM effortlessly

Built for: CRM Developed by: Dhruvsoft Services Private Limited
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Quote Sync to Deals is a Zoho CRM extension that automatically syncs quotes with their corresponding deals. This integration simplifies management tasks and reduces confusion by ensuring that the latest quote information is always associated with each deal. This feature enhances efficiency and accuracy in managing sales processes within Zoho CRM.

Key Features:

  • Allows for granular control over which quotes are associated with deals.
  • Facilitates detailed tracking and management of quote line items associated with deals. Each product listed in the quoted items of the synced quote results in a new record within the Deal Products module.
  • Simplifies management and avoids confusion by focusing on the most recent synced quote data.
  • Ensures data integrity and prevents outdated or incorrect information from persisting in the system. View a comprehensive summary of quote line items within the Zoho CRM Deals module.

Tags

Deployment type Zoho platform
Published date Aug 25, 2024
Version 1.0
Latest Released date Sep 17, 2024
Category Marketing
Pricing Paid
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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