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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

When you're saving a document, the “Create/Update Quote” checkbox will appear on the Save window.

Important:   Sales Quotes and Line Item detail are only available in the Professional, Enterprise, and Ultimate editions of Zoho CRM.

Note:This window will NOT appear if you are saving a quote as a template.

Once you have pressed the [OK] button from the "Create or Attach to Deal" window, the “Create/Update Zoho Quote” window will appear, enabling you to create/update an Zoho CRM quote. The Quote Subject, Stage, Terms, Description, and Expiration Dates can all be modified before saving the quote in Zoho CRM.

This quote will be created and appear in the “Quotes” section of Zoho CRM and will be set as active.

Note:If items on a QuoteWerks quote do not exist in Zoho CRM, when QuoteWerks creates the Zoho CRM Quote, the items will be created in the Zoho CRM database. If they do exist, they will not be overwritten. QuoteWerks matches the Zoho CRM Products using the mapping set up on the Deals tab .

Once the quote is saved, the products and services will be populated in the Zoho Quote.