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The video discusses automation features for quoting in business, highlighting two options: one for simple quotes and another for complex quotes. Simple quotes require only a few line items and can be managed easily through Zoho Books, which is integrated with the CRM. The presenter demonstrates how to navigate this integration, mentioning that Zoho Finance acts as a connector between the CRM and other Zoho applications, such as Zoho Inventory. This automation can help streamline the quoting process, making it more efficient for both straightforward estimates and more detailed proposals that may involve contracts or statements of work.