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The Zoho Books integration with Zoho CRM simplifies the process of sending estimates. Users can view, edit, and create estimates in CRM, ensuring consistency between accounting and sales data. When creating an estimate, CRM auto-fills customer information to minimize manual entry. Users select desired items, and the integration alerts them of current stock levels, preventing over-promising. Once an estimate is sent, customers receive an email enabling them to download a PDF or view the estimate online if they have an account with your payment portal. This streamlines the sales process and reduces errors.