The video describes a process for adding quotes to Zoho CRM after they have been submitted with a custom quoting tool. The speaker, Andrew Simpson, starts by creating a standalone function in Zoho Creator. He then explains that the function will accomplish several tasks: getting information related to the quote, preparing related information, searching for a product in CRM, creating a quote, assembling a quote URL, and finally returning the quote URL. He goes on to provide detailed instructions on how to carry out each of these tasks using code, and notes that the code is being written on camera. The speaker also notes that the process may need to be adapted to fit the specific needs of the viewer's use case.
Zoho Creator is a powerful tool that can be used to make quoting easier for your business. With Zoho Creator, you can create a custom form that allows users to submit their desired product and square footage. Once the form is filled out, you can use a Standalone function to get the information related to the quote, search for the product in CRM, create the product in CRM if it doesn't exist, and create a quote map with line items. Finally, you can assemble a quote URL which will bring the user to the created quote. This can save your business time and energy, as it allows you to create quotes quickly and easily.
Small businesses, especially those that require expertise, can often find it difficult to quote out their projects. Quoting projects can require a lot of time and energy, and can be especially hard for businesses with employees who do not have a lot of experience. Fortunately, Zoho Creator offers a solution for these businesses by allowing them to create a custom form which can be filled out by less experienced employees. With Zoho Creator, businesses can quickly and easily create quotes, saving them time and energy.
If you have any questions about the code, or if you need any help with your own Zoho implementation, Contact us
.webp){kind=small}
.webp){kind=small}
