We would like you to build a custom quoting tool for quoting Zoho services. Basically, this tool, which I have started to build on Zoho Creator, collects information and then provides a quote for services. This quote can then be approved by the customer and paid for using a payment link that will be in the email. Additionally, we allow to either make a one-time payment, or pay for the services over 12 months. We only accept credit card for these services.
This project will require 3 integrations:
1. Integration with Zoho Subscriptions
2. Integration with Zoho CRM - Create a lead when a partial quote is generated; convert the lead to account, contact, opportunity, and proposal when the quote is sent; convert the proposal to a sales order when the quote is approved and funded.
3. Integration with Google Analytics
Here are the main of features we are looking for:
0. Quote will be emailed to customer
1. HTML Quote with Google Analytics tracking
2. Customer approval & payment button within the quote
3. Scope of services (description of service) before the details of the quote.
4. Pricing calculation (I will provide prices for each item), but we need to subtract $5 from the total. Also need add 20% if it's paid over 12 months and then round it to the nearest $100 - $1 (example $101 becomes $99)
5. Ability to modify and resend quotes by Zbrains managers
6. Ability to embed this quoting tool in our website and apply our design
7. Ability to suggest / up-sell other complimentary items, such as additional training, google apps, etc.
We will probably add more features, but this is a good start.
Please only bid if you are serious.
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