Open deals with their Amount, and the quotes related to each deal with their stage, date and Grand Total or Sub Total. It reads only what your Zoho profile can see.

Which quote does it compare with?

The most recent quote related to the deal in the stages you name, such as Delivered or Confirmed. If a deal has several quotes in those stages, you can ask it to show all of them before you decide.

Yes, if the latest quote is not the agreed one: a revision sent only for discussion, or a quote linked to the wrong deal. If your CRM uses more than one currency, check deals whose quote is in a different currency before you approve.

Does it compare products or only totals?

Only totals in this request. Line items on a quote are not compared with the products on the deal.

Will it work on my Zoho CRM edition?

It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. The Quotes module is available only in some Zoho CRM editions. This use case has not been checked edition by edition yet, so write to us if you want to check yours first.

Want to ask something?

Write to the team at hello@zsetup.com.

Compare deal amounts with quotes in Zoho CRM

Q: Will it change my deals?

Only the Amount of the deals you pick, after you approve. Changing more than 20 deals at once asks for a final confirmation. The list itself changes nothing, and quotes are not edited by this request.

The Zoho CRM AI Assistant lists open deals whose Amount differs from the grand total of their latest quote in the stages you name, such as Delivered or Confirmed. It changes a deal’s Amount only for the deals you pick, after you approve.

Add to Chrome

Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.

the problem

The pipeline shows last month’s price

The quote was revised twice and the client accepted the second version, but the deal still shows the figure from the first call. Pipeline totals and forecasts are built on the deal Amount, so the numbers drift away from what was actually quoted.

the solution

Compare first. Update only what you choose.

Tell it which quote stages count as the current price:

Find open deals whose Amount differs from the grand total of their latest Delivered or Confirmed quote. Show both figures and the difference.

It reads open deals, finds the quotes related to each one, picks the latest quote in the stages you named, and compares its Grand Total with the deal Amount. It lists the deals that differ, with both figures and the difference. This part is read-only.

If you want to correct some of them, say which ones. It shows each deal with the old and new Amount, and updates only those deals after you approve.

Reads deals and their related quotes.
Writes the deal Amount only for the deals you pick, and only after you approve.
Grand Total includes tax and adjustments; if your deal Amount does not, say to compare with the Sub Total instead.

Try it on your deals More use cases

This is an example CRM.Connect your own Zoho.

What would you like to do?

Ask about your CRM or describe a change you want to make.

pricing

Start with 14 days of Plus. Stay on Free after that.

Every new account gets 14 days of Plus free — no card, nothing to claim — and then settles onto Free, which is permanent. In the side panel every plan has the same safety controls and supported actions, and they differ in how much you can ask for each week. The MCP connector is included in every paid plan (Plus, Pro and Max) and in the 14-day Plus trial, with the same 10,000 tool calls a month on each.

Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month

Try Plus

14-day free trial, then billed monthly

5x the Free usage
All supported CRM actions
Approval controls
Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month

Get Pro

Billed at signup, then monthly

25x the Free usage
5x the usage of Plus
All supported CRM actions
Approval controls
Includes the MCP connector

Max

For the heaviest CRM workloads.

125x the Free usage

$500/ month

Get Max

Billed at signup, then monthly

125x the Free usage
5x the usage of Pro
All supported CRM actions
Approval controls
Includes the MCP connector

Free

$0No card, and permanent

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

Start free

Need more than Max? Contact sales

questions

Frequently Asked Questions

Only the Amount of the deals you pick, after you approve. Changing more than 20 deals at once asks for a final confirmation. The list itself changes nothing, and quotes are not edited by this request.

More in Quotes

All Quotes use cases