How to Create a Quoting tool in Zoho CRM and Zoho Creator

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The video describes how to create a quoting tool in Zoho CRM and Zoho Creator for businesses that don't use products to sell. The speaker, Andrew, explains that Zoho CRM's built-in products for quotes may not work for businesses with more complex pricing models, such as a concrete company that prices differently based on the type of concrete, finishing, and layout of the area. He shows how to create a new application in Zoho Creator and add fields to the form that will be used to generate quotes. Andrew also explains how to add a button to the CRM deal page that, when clicked, will open the Creator form and pre-fill certain fields with information from the CRM deal. He also shows how to add logic to the Creator form to price the quote accordingly.

One of the biggest hurdles of a growing business is finding ways for less experienced professionals to produce quality work. This can be especially challenging in a fast-paced environment where a business needs to produce results quickly and efficiently. To overcome this hurdle, businesses need to invest in training and development for their employees, as well as provide guidance and mentoring to ensure that the inexperienced professionals are able to produce quality results. Additionally, businesses should ensure that there are ample opportunities for feedback and improvement, so that employees are able to learn from their mistakes and become better professionals.

Low code tools like Zoho Creator can be a great asset for any business that needs to create tools that make quoting quick and easy. With Zoho Creator, businesses can quickly and easily create custom forms, webpages and applications that are tailored to their specific needs. Additionally, Zoho Creator can provide businesses with the ability to automate their quoting process, streamlining the overall process and making it easier for businesses to provide accurate and timely quotes to customers. Furthermore, businesses can use Zoho Creator to ensure that their quoting process is secure and compliant with any industry regulations. With the help of low code tools, businesses can make the quoting process more efficient and accurate.

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