The Client is an event company that organizes a wide variety of teambuilding and other events, consults them, and collaborates with a large number of suppliers. They use a Zoho One subscription and have 17 users in it.
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- Multi-step widget for creation of Quote from the Deal record. This widget's logic includes not only the creation of a new record but also the generation of a PDF file containing a business offer for the client, email generation and sending, and an analog of Zoho Sign. All functionality in one place.
- Timeline widget: a graphic interactive widget that displays the record's status, with all statuses pictured on a line so the user can see how long the record was in each status and what status needs to be applied to the record during the process. Users can change the status just by clicking on its name.
- With the saved history of these changes, change the vendor widget.
- Zoho CRM - Zoho Books provide real-time, two-sided sync for Invoices and credit notes.
- Google Maps is another custom widget that uses the Google API to calculate distance and time between two locations.