The Zoho CRM integration has a feature that enables you to click on a button or a hyperlink located on a Zoho deal window which will start QuoteWerks and copy all the Account, Contact, and Deal information into a new quote. In order for this feature to work you must be on QuoteWerks version 23 build 1.12 or later.

Using a QuoteWerks Quote Button

If you have an existing deal that was created within Zoho CRM, you can initiate a new quote for this deal by clicking on the “Create QuoteWerks Quote” button.

This link will launch QuoteWerks and you will be prompted with a QuoteWerks login window if QuoteWerks was not already running.

Select your user name if it has not already been selected and provide your password.

Once you log into QuoteWerks, information from the deal will be passed to QuoteWerks. This includes the account number, deal id, deal name, contact, and address information.

At this point, you can use QuoteWerks to create the quote, and when you save the quote, the existing deal will be updated with the details from the quote.

Setting Up the QuoteWerks Quote Button

Step 1: Launch Zoho CRM and log in as a Zoho administrator.

Step 2: Click the Setup gear and select Modules and Fields under Customization:

Step 3: Select Deals and then the Buttons tab

Step 4: Click the Create New Button button

Step 5: Name your button "Create QuoteWerks Quote" (or a name you prefer)

Step 6: Enter a description of "Create a QuoteWerks Quote from Deal"

Step 7: Under "Define action" select Invoke a URL

Step 8: Under "Select Page" select In Record

Step 9: Under "Select Position" select Details

Step 10: Under "Select Layouts(s)" select All Layouts

Step 11: In the Construct Your URL field, enter the following URL:

https://www.qwcontent.com/QuoteWerksURLProtocolRedirector.aspx?RedirectorAction=newquote&source=Zoho&context=opportunity&SoldToCMOpportunityRecID=${Deals.Deal Id}&DocName=${Deals.Deal Name}

Step 12: Under "Button Action disposition" select New Tab

Step 13: Under "Select Profile(s)" select the appropriate profiles

Step 14: Click Save