Sales Quotes

Zola guides you through the full Sales Quotes process, from creating and managing quotes to converting them into sales orders. Learn how to work more efficiently with customer details, pricing, stock checks, templates, project links, and CRM integration, so you can streamline quoting and keep sales administration accurate and organised. 00:00 Introduction to Sales Quotes 00:31 Open the Sales Quotes screen 00:58 Sales Quote ribbon actions explained 01:24 Create a new customer quote 03:13 Link references to a quote 03:43 Apply sales templates 04:27 Apply project methodologies 05:04 Add quote items and pricing 06:09 Check stock availability 06:53 Add comments and remove line items 07:21 Save the quote 07:58 Edit a customer quote 08:30 Delete a customer quote 08:54 View a quote 09:22 Accept a customer quote 10:19 Reject a customer quote 11:21 Convert a quote to a sales order 13:06 Clone a sales quote 15:05 Print or email a sales quote 15:50 Track Sales Quotes in CRM 17:03 Businesses make better decisions with CO3 Nucleus