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New Integration: Zoho Quotes Module

We have expanded our relationship with our Zoho CRM integration to utilize the Zoho Quotes module. Zoho is used as a resource by many of our clients, and on behalf of those clients, we wanted to further enhance our connectivity.

When a Quote is created in Quoter, a Quote can also be created (instead of a Potential) by checking the appropriate checkbox in your connector settings:

create-quotes-zoho

This does require the Professional edition or above, and when enabled, will create a corresponding Quote in Zoho:

zoho-quotes

All monetary values will be posted to Zoho using its default currency setting, which can be found in:

– Setup > Company Details

Happy Quoting!

3 comments

10

  1. Kevin Miller

    October 23, 2020

    Do you integrate with Zoho Books to create quotes there as well or just the Quotes module in Zoho CRM?

    1. Matt Stansfield

      October 23, 2020

      Hi Kevin,

      Thanks for reaching out. In answer to your question, Quotes will only be created in the Quotes module in Zoho CRM. We do not presently integrate with Zoho Books.

      Thanks Kevin,

      Matt

      1. Kevin Miller

        October 26, 2020

        Ok. Thanks for the reply!

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