Sunday, July 26, 2015

ZOHO CRM - setting up default terms and conditions for your Quotes

There are two main ways to set up default terms and conditions in Zoho CRM.  The first is to set up a default for the Terms and Conditions field in the Quotes record, the second is to add the text to an Inventory Template.

SET UP DEFAULT VALUE FOR TERMS AND CONDITIONS FIELD:

  • login to your CRM
  • click Setup (upper right hand corner)
  • click Customization->Fields
  • Choose "Quotes" from drop down menu
  • scroll down to Terms and Conditions field in list and click the Edit link (left side)
  • Enter the default terms and conditions in the text box and click save
All Future Quotes will have this default terms and conditions automatically populated when the quote is created.

ADD TEXT TO INVENTORY TEMPLATE
Formatted Quotes can be sent to customers using 'Inventory Templates', which is very similar to an Email template.  You can use the default or create your own. For creating your own I recommend starting with a copy of the standard Quote template (see next tip)
  • Replace the merge field ${Quotes.Terms and Conditions} with text by deleting the merge field and using the text tool to type and format static text.
  • Click Save

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