In Zoho CRM, you can store quote details by manually entering the data in the quote details form. In the Create Quote page, enter the quotes details. In the Map Fields for Quotes Conversion page, map the Quotes custom fields to the corresponding fields in Sales Order Invoice..In general, a Sales Quote contains the Quote number, date, line items products including the quantities and prices based on your Price Books, Terms Conditions. In Zoho CRM you can create a quote directly from the Potential or from the Account page..Streamline quote generation. Create full fledged quotes with client name, quotation number, and product related details along with personalized notes and images. Directly convert these quotes into sales orders without re entering data and email it to your clients with a single click..Quotes module has a list of Zoho defined standard fields, some of which can be customized..
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