ZOHO Partner
ZOHO Partner
Внедрение, обучение, интеграция приложений ZOHO

Custom Widget in Zoho CRM for Team Building Company

11.05.23 12:51 PM By Bohdana
Quote widget in zoho crm
Zoho partner

Executive Summary

CRMOZ has to create a custom Quote Widget for teambuilding and event company starting from creation based on the order and ending with sending a completed Quote to a customer.


The Client is an event company that organizes a big variety of teambuilding and other events, their request was to create a multi-step tool that will allow them to work with Quote starting from creation based on the order and ending with sending a completed Quote to a customer.

The Challenge

The desired process of the Quote has many steps, details, and a lot of custom logic not included in the default Zoho CRM, also it has to be highly customizable. The idea is to create a Quote based on the already existing order or a blank one, group products by sections, edit them and add new ones, being able to control the time and location of events (products), generate a PDF document using different templates, compose an email with PDF attached using templates and send the result to the customer.

Implementation & results

  • The CRMOZ team created a multi-step widget for the creation of a Quote from the Deal record.
  • The logic of this widget includes not only the creation of a new record, but also the generation of the PDF file with a business offer for the client, email generation and sending, and also the analog of Zoho Sign.
  • All functionality is in one place. To implement it, we were using integration with the server, PHP Laravel framework, and Deluge functions. 
  • The process of creating and sending a Quote became much more automated and easier for the users who are working with Zoho CRM daily, which reduced the possibility of a human mistake and much shorter the time needed to create and send business offers to the customer.
  • As a result, the productivity of the team increased, and customer’s waiting time decreased which lead to better performance of the whole organization.
Zoho customization

Do you want to get a custom widget for Zoho? Contact us and we will find the right solution for you!

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CRMOZ can help you maintain the correct functionality of the system, as well as aim for your growth. We look at your entire business, provide a plan for you, and carry out the necessary actions to help you integrate and automate your entire business, right from inquiries in your system all the way through the Zoho applications and through to delivering quick and precise results to your customers.