Custom Quote Widget in Zoho CRM for a Team Building Company
A team building and event management company needed a faster and more flexible way to create customer quotes directly in Zoho CRM. Their quotation process involved multiple steps, custom product configurations, event details, PDF generation, and customer communication that could not be handled efficiently with standard Zoho CRM functionality.
CRMOZ developed a custom multi-step Quote Widget that brings the entire quotation workflow into one interface — from creating a quote based on an existing deal to generating the final PDF and sending it to the customer.
Industry
Events
Service
Company size
80+ employees
Country
USA
Business Challenge
The company needed to simplify a complex quotation process containing multiple steps and business-specific rules that were not available in the standard Zoho CRM configuration.
Key requirements included:
✔️ Create a new quote from an existing order or start with a blank quote.
✔️ Group products and services into separate sections.
✔️ Add, remove, and edit products while preparing a quote.
✔️ Manage event-specific information, including time and location.
✔️ Generate professional PDF proposals using different templates.
✔️ Prepare customer emails using predefined templates.
✔️ Automatically attach the generated proposal to the email.
✔️ Send the completed quote directly to the customer.
✔️ Keep the complete quotation workflow inside Zoho CRM.
Solution
- Multi-step Quote Widget inside Zoho CRM.
- Quote creation directly from a Deal record.
- New and existing order support.
- Product and service grouping by sections.
- Editable quote items and custom configurations.
- Event time and location management.
- Automated PDF proposal generation.
- Multiple document templates.
- Email template generation.
- Automatic PDF attachment.
Key Features
- Multi-step Quote Widget inside Zoho CRM.
- Quote creation directly from a Deal record.
- New and existing order support.
- Product and service grouping by sections.
- Editable quote items and custom configurations.
- Event time and location management.
- Automated PDF proposal generation.
- Multiple document templates.
- Email template generation.
- Automatic PDF attachment.
Results and Achievements
The custom widget transformed a complex, multi-step quotation process into a centralized workflow inside Zoho CRM.
Employees no longer need to manually move information between different tools while preparing proposals. Quote creation, configuration, document generation, and customer communication can be handled within one process.
According to the original case, the new workflow reduced the possibility of human error, shortened the time required to prepare and send business offers, increased team productivity, and reduced customer waiting time.
The completed solution delivered:
- Faster quote creation and processing.
- Less repetitive manual work.
- Reduced risk of human error.
- Centralized quote management.
1 Widget
From Deal to Customer
1-Click
PDF Generation
Ready-to-send proposal
40%
Ready-to-send proposal
Project Outcome
The custom widget brought quote creation, PDF generation, and customer communication into one Zoho CRM workflow, helping the team prepare proposals faster and reduce manual work.
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