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:
This does require the Professional edition or above, and when enabled, will create a corresponding Quote in Zoho:
All monetary values will be posted to Zoho using its default currency setting, which can be found in:
– Setup > Company Details