Can I create a pro forma invoice from Zoho CRM?

Can I create a pro forma invoice from Zoho CRM?

A pro forma invoice, also known as a sales quote, can be sent from Zoho CRM's Quotes module. A pro forma invoice or sales quote is a legally binding agreement between the customer and the company to deliver the requested products within the stipulated time at the finalized price. You can create quotes for different products, services, or vendors and store them in the Quotes module.

You can create quotes as follows:

  1. Click Create Quote in the Quotes module.
  2. Enter the details of the quote in the Create Quote page.
  3. Click Add Line Items in the Product Details section.
  4. Search for the required product in the dropdown in the Choose Products pop-up.
  5. Enter the desired quantity for your chosen product.
  6. Once you have added all product lines, click Add Products to add them to the quote. All the details required for the chosen line item, including taxes, price book discounts, and product descriptions, will be populated automatically.
  7. Click Save.

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