Implementation & results
- The CRMOZ team created a multi-step widget for the creation of a Quote from the Deal record.
- The logic of this widget includes not only the creation of a new record, but also the generation of the PDF file with a business offer for the client, email generation and sending, and also the analog of Zoho Sign.
- All functionality is in one place. To implement it, we were using integration with the server, PHP Laravel framework, and Deluge functions.
- The process of creating and sending a Quote became much more automated and easier for the users who are working with Zoho CRM daily, which reduced the possibility of a human mistake and much shorter the time needed to create and send business offers to the customer.
- As a result, the productivity of the team increased, and customer’s waiting time decreased which lead to better performance of the whole organization.