Custom Zoho Quote Design + Product CSV Files
Budget: $250 – $750 AUD
I need customization of the Zoho Quote feature to better suit my business needs.
Requirements:
We have near 50 x Product CSV Files, all different formats from different suppliers.
These need to be standardised using Ai for data import and use as part off this project.
Near 27,000 Products total.
- Layout/Design Customization: Create a Quote that features a Picture, Description, Specification, RRP, Sale Price and Savings.
- Automated Calculations: Automate calculations for discounts, markups, Australian GST and other fees like delivery or Credit Card Surcharge. Integration with CRM: Ensure the customized quote feature seamlessly integrates with our CRM.
Ideal Skills:
- Proficiency in Zoho Platforms, particularly Zoho Quotes and CRM.
- Strong design skills for customized layouts.
- Experience in automation of calculations and integrations within Zoho.
Your Proposal should advise of your suggested Milestones and Time to Complete.
Requirements:
We have near 50 x Product CSV Files, all different formats from different suppliers.
These need to be standardised using Ai for data import and use as part off this project.
Near 27,000 Products total.
- Layout/Design Customization: Create a Quote that features a Picture, Description, Specification, RRP, Sale Price and Savings.
- Automated Calculations: Automate calculations for discounts, markups, Australian GST and other fees like delivery or Credit Card Surcharge. Integration with CRM: Ensure the customized quote feature seamlessly integrates with our CRM.
Ideal Skills:
- Proficiency in Zoho Platforms, particularly Zoho Quotes and CRM.
- Strong design skills for customized layouts.
- Experience in automation of calculations and integrations within Zoho.
Your Proposal should advise of your suggested Milestones and Time to Complete.