Change Quote Line Item

Quotes: Completing an edit on an existing quote

After a quote has been created you can modify.  Access the quote and click edit.  You can modify line items, contact names, etc.  

• Related Articles

• Provide Further Details to a Quote/Order

  Users have three options to add further information on a quote/order in Zoho CRM.   A. Additional Info This feature will allow you to enter text that will appear on the top of your quote when created.  It is only to be used for the customers ...

• Order/Quote for New Account

  1. Find and open your contact 2. Trigger a quote as normal 3. Change Account Type to New Account 4. Complete quote/order as normal

• Order/Quote Line Text

• Clone a Quote

  Clone Quote via Browser 1. Find and open the original quote 2. Click the dot dot dot button.  3. Click on Clone 4. Make any needed adjustments 5. Click Save Clone via App 1. Find and open the original quote 2. Click on the dot dot dot 3. Click on ...

• Graphite Block Quote & Order Processing

  The following steps in Zoho CRM are required to request pricing from the LE office for all Graphite Block quotes & orders. 1. Begin a quote in Zoho CRM for the correct Account & Contact as normal. 2. In the Quoted Items Product Name, search and ...