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fast and intuitive quoting in zoho crm

HOW WILL THIS HELP ME?

Make quoting fast and intuitive for users who need to sort through a large volume of products or navigate complex pricing tiers to create quotes. The simplified interface draws data from multiple CRM modules, allowing users to quickly filter, sort and select products. With visibility on product price breaks and stock availability your quotes will be built in record time, with the most up to date information available.

Overview

Accessible via a button in the CRM module, your quote tool will open and display CRM data from your Products module. Your set filters will allow you to drill down into your products to find the right item to add to your Quote or Order. You can compare or exclude ranges based on Suppliers or MOQ. You simply select the item you require and specify the quantity.

Once you’ve completed your selections, on confirmation a record is generated in the CRM that can be saved as a PDF using your custom Inventory template.

Key Features

Choose your filters

Choose up to 10 options to filter your product data by

Set up your rules

Set rules to control the data displayed based on its association with the Deal or pricing tier

Choose your items

Optional ‘Selected’ table to show all items to be added to your quote

Create your records

Generate any type of Inventory record - Quote, Sales Order, Purchase Order or Invoice

Tailored templates

Includes the creation of two customised CRM Inventory templates

Easy access

Tool is hosted on an external webpage, accessible to all CRM users

Testimonial

"We were thrilled with the results! We do all our quoting and all our invoicing – everything – out of this one program Squirrel implemented. The specially designed Quoting Tool is above and beyond what we expected."
Kathryn parkins
Operations

Frequently asked questions

Zoho CRM Professional plan or above 

A matter of seconds after your chosen trigger is activated. You’ll be taken directly to the newly created record in CRM.

Yes, there is a button in the record that allows you to quickly update an existing quote in the tool. If you need to retain version history we can offer this. 

Yes there is an annual fee for hosting of your automation script. This can be a waived if you have your own stable environment we can connect to.

It will take 2-3 weeks upon approval of scope and payment of deposit invoice.

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