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show you is the next bit here in uh some of the automation features that are available to you and that is to leverage um some quoting automation um some businesses have simple quotes other businesses have complex quotes right so um what im going to show you now is two options one for a simple quote or estimate and one for a more complex quote that may include things like a contract or a statement of work or a more complex proposal so if your company just sends out simple estimates that can be easily you know all you need is a couple of line items and its a one-pager and it just looks like an estimate typically looks um you can leverage uh zoho books um the zoho books connection to the crm and let me just show you how to find that here so ive already created the integration which isnt difficult to do between the crm and zoho books and we can come down here to the zoho finance area zoho finance is not an application itself it is the connector between the crm zoho inventory if you us
