Quote to Project Converter for Zoho CRM

Convert Zoho CRM Quotes to Zoho Project

Built for: CRM Developed by: CRMOZ
  ( 5 )

Quote to Project (Q2P) extension quickly converts a Quote (from Zoho CRM's Quotes Module) to new project in Zoho Projects Once a customer accepts your quote, you don't need create a new project manually. With Q2P, every item in the quote will be converted to a new project task with just a click.

Key Features:

  • Creates a project in Zoho Projects
  • Creates a list of tasks in Zoho Project according to the list of items in the Zoho CRM quote
  • Names the project by Subject field of the quote
  • Transfers the description of an item to the description of a task

Tags

RESOURCES

Admin Guide
Deployment type Zoho platform
Published date May 3, 2020
Version 1.0
Latest Released date Jan 19, 2022
Category Productivity
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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