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Find quotes with no decision in Zoho CRM
The Zoho CRM AI Assistant lists quotes in a stage you name, such as Delivered, with no change or activity for the days you choose. Once you approve, it creates a follow-up task for each owner.
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 quote is sent and the client goes quiet
The quote went out two weeks ago. The client has not said yes or no, the owner is busy with newer deals, and nobody has asked. In the Quotes module it still looks like any other open quote.
the solution
Name the stage and the wait. Review the list. Approve.
Tell the assistant which quote stage means “sent to the client” in your CRM, and how long is too long:
Find quotes in the Delivered stage with no change or activity in the last 14 days. Show the deal, grand total, owner and Valid Till date. After I confirm, create a follow-up task for each owner.
It reads the quotes in that stage, checks when each one was last modified and whether any task, call or meeting was logged on it, and shows the quiet ones with their deal, Grand Total, Quote Owner and Valid Till date. It also flags quotes that already have an open follow-up task.
Nothing is written until you approve. When you do, it creates one task per quote, assigned to the quote owner and linked to the quote. You can ask for the task on the deal instead.
- Reads quotes, the deals they belong to, and the tasks, calls and meetings on them.
- Writes tasks only, and only after you approve.
- Contact that was never logged in the CRM does not show up, so a quote can look quiet when it is not.
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By hand
Without the assistantNot ready to install? Here is how to do the same thing in Zoho CRM yourself, step by step.
Need more than Max? Contact sales
use cases
Explore use cases
Compare deal amounts with quotes in Zoho CRM
“Find open deals whose Amount differs from the grand total of their latest Delivered or Confirmed quote. Show both figures and the difference.”
Find quotes about to expire in Zoho CRM
“Find open quotes whose Valid Till date is in the next 7 days. Show the account, grand total and owner. After I confirm, create a task for each owner to contact the client before the quote lapses.”
- Current use case
Find quotes with no decision in Zoho CRM
“Find quotes in the Delivered stage with no change or activity in the last 14 days. Show the deal, grand total, owner and Valid Till date. After I confirm, create a follow-up task for each owner.”
without the assistant
How to do it by hand in Zoho CRM
You can do this in Zoho CRM yourself. Here are the steps.
- Open the Quotes module and create a custom view.
- Set the criteria: Quote Stage is the stage you use for sent quotes, and Modified Time is before 14 days ago.
- Add the Deal Name, Grand Total, Quote Owner and Valid Till columns.
- Open each quote and its deal to check for recent calls, emails or tasks.
- Create a task on each one that needs a follow-up, and assign it to the owner.
The view finds old quotes, but checking each one for recent activity and creating the tasks is done quote by quote.
faq
Frequently Asked Questions
Will it change my quotes?
No. It creates tasks, and only after you approve the list. Quote stages, line items, totals and Valid Till dates are not edited.
Which stage counts as sent?
The one you name. Zoho CRM’s default quote stages include ones such as Draft, Negotiation and Delivered, and many teams add their own. Say which stage or stages mean the client has the quote.
What counts as activity?
Any change to the quote, and any task, call or meeting logged on it. You can also ask it to count activity on the related deal.
Can it be wrong?
It can miss contact that was never logged: no record of a call does not prove there was no call. A workflow or import that edits the quote also counts as a change, so a quiet quote can look recent. Its check for existing follow-up tasks looks at what exists when you ask; it is not a lock.
Does it email the client?
Not in this request. It can send one email from your own Zoho-approved address if you ask, without attachments, and sending always asks you to confirm.
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.