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ZOHO CRM - Creator custom quote module

We are areal estate development company, looking for Zoho creator developer for developing a custom quote module that is well integrated with Zoho CRM. Some of our key requirements are as below:

1. Whenever a product is selected for issuing quotation; all corresponding attributes and milestones are to be added to the quotation as a single instance.

2. Values of the loaded attributes, should be editable all along the quotations issue stage.

3. Sales executive are capped by certain limits to offer discount on base price.

4. Whatever discounts are to be provided to a prospective customer through negotiations beyond the limits, approvals are to be taken from higher manager.

5. Similarly, Manager will also have his own limit upto which he can offer discount through above side approval and beyond which director shall have the final scope to offer discounts.

6. Based on the vales of each attribute and quoted price, the total price of the quotation should be calculated and displayed on it.

7. Once a quotation is agreed and the deal/opportunity is won, all previous quotes are to be hidden in SMEs logins and should be visible only to the Director/admin login.

8. Standard terms and conditions are to be displayed in quotation through chosen template.

9. When a deal is successful closed, a set of tasks should be auto assigned to SME and CRD executives like

a) Filling booking application and customer account creation.

b) Collection of token/advance amount and closure of activity.

c) Collection / Uploading of customer documents.

10. All other standard features and functionalities like emails, activity recording reports are to be provided.

11) milestone based payments collection recording, sending alerts to followup payments collection.

Skills: CRM, Zoho Creator

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About the Employer:
( 0 reviews ) Hyderabad, India

Project ID: #23547353

8 freelancers are bidding on average ₹59593 for this job

fairchance

Dear Sir, Hi I am preferred freelancer on this site which is an evident of great quality work we offer for our respectable clients. I am also Top Zoho One Freelancer. Thank you for providing us this opportunity to se More

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Bizappln

Hi, Greetings from Hari of Yaali Bizappln ([login to view URL]) We are Zoho authorized development partner and Zoho certified professionals having successfully implemented 200+ projects in Zoho Creator, Zoho CRM integrat More

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yaminisurender

Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have seven years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator, Zoho More

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esolzpk

I have 8 years of experience in building CRM solution integrated with third party services and custom built data and reporting solutions I got expertise with other management, scheduling solutions development too. I’ More

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(3 Reviews)
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waqarali277

Hi there, Hope you are doing well. Thank you for sharing requirements here. I am a Certified Zoho Developer. I have done many projects on Zoho. Let me know your feasible time to discuss further. Thanks & Regards, Waq More

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segunwrites

With over 10 years managing and developing Salesforce, migration to Zoho and more years building in Zoho CRM, Zoho Creator and Zoho Books among other Zoho apps, I'm confident I can finish your request in a few days. I' More

₹56250 INR in 7 days
(0 Reviews)
0.0
trivedihum123

Hello There, As per your requirement concern and my understanding i done the same work for one of my clients regarding the integration with quote module of zoho crm with Zoho creator As per my work concern i have d More

₹55555 INR in 20 days
(0 Reviews)
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vladbig

hi i am in real estate for 2 years and i have experience with CRM If you want to colaborate let me a mesage Regards

₹56250 INR in 7 days
(0 Reviews)
0.0