Executive Summary
Executive Summary
CRMOZ to create a custom Quote Widget for a team building and event company starting from creation based on the order and ending with sending a completed Quote to a customer.
Introduction
The Client is an event company that organizes a wide variety of team-building and other events. Their request was to create a multi-step tool that would allow them to work with Quotes, starting from creation based on the order and ending with sending a completed Quote to a customer.
The Challenge
The Challenge
TThe desired quote process has many steps, details, and a lot of custom logic not included in the default Zoho CRM, and it also has to be highly customizable. The idea is to create a Quote based on an existing order or a blank one, group products by sections, edit them and add new ones, being able to control the time and location of events (products), generate a PDF using different templates, compose an email with PDF using templates and send the result to the customer.
Implementation & results
- The CRMOZ created a multi-step widget for creating 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 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 used integration with the server, the PHP Laravel , 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 , which reduced the possibility of human error and significantly shortened the time needed to create and send business offers to the customer.
- As a result, the team's productivity increased and customer waiting times decreased, leading to improved performance across the entire organization.
