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Quote Sync to Deals for Zoho CRM 

“Quote Sync to Deals for Zoho CRM” is a Zoho Marketplace Extension that helps in synchronizing quotations in Zoho CRM with the deal module for each record. This product solves a long pending issue of deals and quotes in Zoho being out of sync. The features of this extension include:

  • Updating the quotation amount to the deal amount
  • Updating the quote products in the related list of the deal
  • Summarizing the product lines associated with the deals
  • Mark one quote as primary quote to map and sync quote products with deal products

Each product listed in the quote items of the synced quote results in creating a new record within the Deal Products module. This feature facilitates detailed tracking and management of products associated with deals. Simplifies management and avoids confusion by focusing on the most recent synced quote data.

Quote Sync to Deals for Zoho CRM

‘Quote Sync to Deals for Zoho CRM‘ is a Zoho CRM Extension developed by Dhruvsoft Services Private Limited, a Zoho Partner, and is available in Zoho Marketplace for all Zoho customers to deploy as an extension for Zoho CRM.

This post provides a summary of this extension, how to install it from Zoho Marketplace, and how to configure and use the Quote Sync to Deals extension within your Zoho CRM account. By reading this post, you will able to learn the following:

  • How to install the ‘Quote Sync to Deals for Zoho CRM‘ extension from the Zoho Marketplace.
  • Use the ‘Quote Sync to Deals for Zoho CRM‘ extension to sync the Quotes to Deals in Zoho CRM effectively

Advantages of Quote Sync to Deals Extension  

  • Allows for granular control over which quote is associated with deals.
  • Facilitates detailed tracking and management of quote line items associated with deals. Each product listed in the quote items of the synced quote syncs with a new record within the Deal Products module.
  • Simplifies management and avoids confusion by focusing on the most recently created quote, which only will sync to the deal.
  • Ensures data integrity and prevents outdated or incorrect information from persisting in the system.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.
Features of Quote Sync to Deals Extension  

Quote information

Overview

Invoices

All Deal products

Technical requirements to install ‘Quote Sync to Deals for Zoho CRM’ Extension  

With the Quote sync to Deals for Zoho CRM extension, Zoho CRM users can conveniently sync Quotes to Deals. It works with Performance, Unlimited, Enterprise, and Professional editions of Zoho CRM.

Pricing   

The monthly cost to use the Quote Sync to Deals Extension for Zoho CRM is $10 per organization or $120 per year.

How to Install Quote Sync to Deals Extension  

To install, you can go to the Zoho Marketplace and search for “Quotes Sync to Deals” to find the extension and get it from there. Alternatively, you can log in to your Zoho CRM account and follow the User & Installation for Quote Sync to Deals Extension.

Please use the following URLs to install the Quote Sync to Deals for Zoho CRM extension:   

https://marketplace.zoho.com/app/crm/quote-sync-to-deals-for-zoho-crm

Other important links – Privacy Policy & Terms and Conditions

Contact us  

Connect with our team of Zoho Consultants if you have any questions about the installation or use the Quote Sync to Deals Extension features. Read our user guide by clicking the link above for more details about our newly developed application.