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[Music] use the zoho books integration with zoho crm to make sending estimates as easy as possible from crm you can view edit and create estimates that are stored in zoho books by having the information in both your accounting software as well as your crm you guarantee that information wont get lost between your front and back office [Music] when you create a new estimate in crm crm will pull in information it already has about the customer to cut down on manual entry all you have to do is select the items the customer wants and send the estimate as you add items to the estimate the integration with zoho books will tell you how many of that item you have left in your store this prevents your sales people from over promising and overselling items and means that you have less corrections to make along the way the customer will receive an email from which they can download a pdf of the estimate and they can also view the estimate online if the customer has an account with your payment po
