Zoho CRM Quote Automation Widget

Automated quoting tool embedded directly in Zoho CRM to streamline service and item pricing.

This project involved developing a custom Zoho CRM embedded widget designed to streamline the quoting process for moving services. The widget dynamically fetches product items (services and materials) from Zoho CRM, filters them based on specific criteria (e.g., "In Local Costing: Yes"), and presents them in an interactive table within the Zoho Deals or Quotes module. Users can input quantities for each item, and the widget automatically calculates individual item prices, applies a configurable percentage cost based on a selected "Schedule" from Zoho, and determines a grand total. A key feature is its ability to create new Zoho Quotes or update existing ones, ensuring data consistency and real-time synchronization with the CRM. It also updates the associated Deal's amount in Zoho CRM upon successful submission. This solution significantly enhances efficiency by providing a precise and automated quoting mechanism directly within the CRM, reducing manual errors and accelerating the sales process for moving services. Key Features / Bullet Points Embedded Zoho CRM Widget: Seamlessly integrates into the Zoho Deals and Quotes modules. Dynamic Item Management: Fetches and displays products (services and materials) from Zoho CRM. Configurable Costing: Applies a percentage cost based on user-selected "Schedules" from Zoho CRM. Real-time Calculations: Automatically calculates unit prices and total prices as quantities are entered, culminating in a grand total. Zoho CRM Data Synchronization: Creates new Zoho Quote records or updates existing ones with detailed product line items and calculated totals. Deal Amount Updates: Automatically updates the associated Zoho Deal's amount upon successful quote submission. User-Friendly Interface: Built with HTML, CSS (Tailwind CSS for styling), and JavaScript for an intuitive user experience. Custom Alert System: Implements a custom modal for user feedback and notifications. Technologies Used Frontend: HTML5, CSS3 (Tailwind CSS), JavaScript Integration: Zoho Embedded App SDK APIs: Zoho CRM API (via SDK) Role / Responsibilities Role: Lead Developer / Full-Stack Developer (if you handled both front-end widget and any server-side components) Responsibilities: Designed and developed the interactive UI; Integrated with Zoho CRM API; Implemented dynamic calculations and data synchronization logic; Ensured adherence to Zoho CRM best practices. Context / Problem Solved Context: Quoting moving services often involves complex calculations based on various items, unit prices, and service-specific markups. Problem Solved: Automated and standardized the quoting process within Zoho CRM, reducing manual effort, improving accuracy, and providing a single source of truth for deal and quote data.