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Compare deal amounts with quotes in Zoho CRM

The Zoho CRM AI Assistant lists open deals whose Amount differs from the grand total of their latest quote in the stages you name, such as Delivered or Confirmed. It changes a deal’s Amount only for the deals you pick, after you approve.

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Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.

the problem

The pipeline shows last month’s price

The quote was revised twice and the client accepted the second version, but the deal still shows the figure from the first call. Pipeline totals and forecasts are built on the deal Amount, so the numbers drift away from what was actually quoted.

the solution

Compare first. Update only what you choose.

Tell it which quote stages count as the current price:

Find open deals whose Amount differs from the grand total of their latest Delivered or Confirmed quote. Show both figures and the difference.

It reads open deals, finds the quotes related to each one, picks the latest quote in the stages you named, and compares its Grand Total with the deal Amount. It lists the deals that differ, with both figures and the difference. This part is read-only.

If you want to correct some of them, say which ones. It shows each deal with the old and new Amount, and updates only those deals after you approve.

  • Reads deals and their related quotes.
  • Writes the deal Amount only for the deals you pick, and only after you approve.
  • Grand Total includes tax and adjustments; if your deal Amount does not, say to compare with the Sub Total instead.
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pricing

Start with 14 days of Plus. Stay on Free after that.

Start free without a card. Choose a paid plan to continue to checkout, with the same CRM actions and safety controls.

Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month
Try Plus

14-day free trial, then billed monthly

  • 5x the Free usage
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month
Get Pro

Billed at signup, then monthly

  • 25x the Free usage
  • 5x the usage of Plus
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Max

For the heaviest CRM workloads.

125x the Free usage

$500/ month
Get Max

Billed at signup, then monthly

  • 125x the Free usage
  • 5x the usage of Pro
  • All supported CRM actions
  • Approval controls
  • Includes the MCP connector

Free

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

No card, and permanent

$0Start free

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use cases

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faq

Frequently Asked Questions

Will it change my deals?

Only the Amount of the deals you pick, after you approve. Changing more than 20 deals at once asks for a final confirmation. The list itself changes nothing, and quotes are not edited by this request.

What does it read?

Open deals with their Amount, and the quotes related to each deal with their stage, date and Grand Total or Sub Total. It reads only what your Zoho profile can see.

Which quote does it compare with?

The most recent quote related to the deal in the stages you name, such as Delivered or Confirmed. If a deal has several quotes in those stages, you can ask it to show all of them before you decide.

Can it be wrong?

Yes, if the latest quote is not the agreed one: a revision sent only for discussion, or a quote linked to the wrong deal. If your CRM uses more than one currency, check deals whose quote is in a different currency before you approve.

Does it compare products or only totals?

Only totals in this request. Line items on a quote are not compared with the products on the deal.

Will it work on my Zoho CRM edition?

It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. The Quotes module is available only in some Zoho CRM editions. This use case has not been checked edition by edition yet, so write to us if you want to check yours first.

Want to ask something?

Write to the team at hello@zsetup.com.