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Zoho system setup

I'm developing a data driven system for managing my business and am looking for some functionality that I can't figure out on my own and with Zoho support.

So far I've got a CRM set up and want to be able to create quotes from my deals. I've got a products/service database set up in CRM. I've tried using both the native quotes/invoices tabs and the Zoho books versions to create a quote but each seems to have their limitations. I don't have a preference as to using the native vs. zBooks but have a clear idea of what I want and I'm guessing someone with more advanced knowledge of Zoho One, Deluge, or Creator might be able to help with this.

What I am trying to do is create a quote using my product/service database and organize it either automatically based on how I've got the items categorized, or manually, with the ability to sub-total each section. I'm attaching an image of the outline (it's pretty hacked together but shows the grouping and subtotals). I put this template together using the native finance tabs in CRM, I just can't figure out how to organize the items I put on the quote.

From here, if the quote is converted to an invoice I will want to automatically generate purchase orders for the product items for each vendor.

Skills: Zoho, Zoho Creator

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About the Employer:
( 1 review ) Charlottesville, United States

Project ID: #27501476

8 freelancers are bidding on average $35/hour for this job

(87 Reviews)
7.1
techspeack

I have 6+ year experience in the field of Zoho one suite. I have expertise in Zoho Component (CRM, Creator, Inventory, Recruit, SalesIQ, Desk, Campaign, Project, Mail, Creator etc.) I can do various types of integrati More

$28 USD / hour
(10 Reviews)
5.3
prashjain92

*** CAN START IMMEDIATELY *** 1. I am a web developer having 4.5 years of experience in web development using php and node js. I have created web apps from scratch using laravel and mysql. 2. I have build websites in More

$26 USD / hour
(1 Review)
2.1
tangramua

Hello Michael C.,   We have 20 years of strong experience in Zoho, Zoho Creator, as a result, we can successfully complete this project.   Please, review our profile here: https://www.freelancer.com/u/tangramua Here de More

$25 USD / hour
(0 Reviews)
0.0
ksaleem10

Hi, We have done lots of Zoho CRM, Zoho Creator, Zoho Books, Zoho Subscription, Zoho Inventory and Zoho Desk work. We have expertise in workflow using Zoho API and Zoho creator with Script. I understand you need Zoh More

$38 USD / hour
(0 Reviews)
0.0
chetan44

I am a ZOHO Consultant and developer & master at ZOHO native language Deluge script. I have experience creating an application using the ZOHO Creator, Zoho CRM & Zoho One Platform. I will create your application base o More

$39 USD / hour
(0 Reviews)
0.0
aminkundi

Hi, I have over decade of experience designing and implementation of ERP solutions. Please feel free to discuss details via chat. Profevient services of Zoho One Suite. Thanks

$56 USD / hour
(0 Reviews)
0.0
yazhiisoftwares

Happy to hear about your requirements We are ready to help you in customizing your requirements based on your need Creation of Quote from deal: You can accommodate this using a button which is provided More

$39 USD / hour
(0 Reviews)
0.0