Quote to Project for Zoho CRM
This fairly simple CRM can make life a lot easier. The Quote to Project Q2P) extension converts a quote (from the Quotes module in Zoho CRM) into a new project in the Zoho Projects with a single click. That's it.
Once a client has accepted your proposal, you no longer need to create a new project manually. It’s just a click away. We use this solution in our daily work and believe that Q2P be useful for any project-oriented company.
Key Features
- Creates a project in Zoho Projects
- Names the project based on the "Quote Subject" field in Zoho CRM
- Creates a task list in Zoho Project based on the task list in Zoho CRM
- Converts the subject description into the task description
- Save request API batch transmission
Setting up an extension
1. Install the application. Enter your Zoho CRM (OAuth)
2. Set the Zoho project token (OAuth)
3. Select the portal named Zoho Project.
Functions
- Saving you time on routine tasks;
- reduce the number of human errors.
Quote to Project ZOHO FAQ
How do I get a API token?
Go tohttps://accounts.zoho.comand make sure you're logged in. Follow the instructions:html
