Zoho CRM & Creator Expert for Automated Quote Generation
Budget: ₹600 – ₹1,500 INR
Description:
We are seeking an experienced Zoho CRM and Zoho Creator expert to help us automate our quote generation process. The objective is to create a system where, upon inputting specific fields, a quote will be automatically generated using a predefined template and pricing table.
Key Responsibilities:
Configure the products and pricing table modules in Zoho CRM to ensure all products and their respective pricing are correctly set up.
Set up a system in Zoho Creator that interfaces with Zoho CRM. This system should take specific input fields and use them to generate a quote.
The generated quote should use a predefined template and fetch prices from the pricing table configured in Zoho CRM.
Ensure the integration between Zoho Creator and Zoho CRM is seamless and that there's no data discrepancy.
Test the system thoroughly to ensure accuracy in the quotes generated and that it meets our business needs.
We are seeking an experienced Zoho CRM and Zoho Creator expert to help us automate our quote generation process. The objective is to create a system where, upon inputting specific fields, a quote will be automatically generated using a predefined template and pricing table.
Key Responsibilities:
Configure the products and pricing table modules in Zoho CRM to ensure all products and their respective pricing are correctly set up.
Set up a system in Zoho Creator that interfaces with Zoho CRM. This system should take specific input fields and use them to generate a quote.
The generated quote should use a predefined template and fetch prices from the pricing table configured in Zoho CRM.
Ensure the integration between Zoho Creator and Zoho CRM is seamless and that there's no data discrepancy.
Test the system thoroughly to ensure accuracy in the quotes generated and that it meets our business needs.