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