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Zoho Implementation

$25-50 CAD / hour

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İlan edilme: 3 yıldan fazla önce

$25-50 CAD / hour

I am looking for someone to automate workflows in Zoho One. Phase One to be complete: Painting Estimate Form - Once filled out it must go to a “Please confirm” form. - If clicked confirmation is submitted, then 4 documents are generated. - A Contract that is autofilled with specific fields from Estimate form in Zoho Sign. - A Work Order that is autofilled with specific fields from Estimate form. - A Purchase Order that is autofilled with specific fields from Estimate form. - An Invoice that is autofilled with specific fields from the Estimate form for a deposit. - Contract and Work Order will be emailed to multiple emails and saved to client card in Zoho CRM - Once the contract is sign, it will need to redirect to a scheduler of some sort that shows availability (ideally that links with the availability of our team that would be in Zoho People) - When they pick a date, it will send a confirmation email and trigger the Purchase Order to be sent to specific emails. - If they choose to not schedule at that moment, it will need to trigger a task in Project Management and the CRM prompting a follow up call to schedule the date. - When they do the follow up call and eventually schedule the date, the Purchase Order has to be triggered to be sent by email at that time. - A project needs to be created in Zoho Projects. Forms to be completed/created Painting Estimate - The main form is complete, but it needs to have subforms created with a section of the information from the main form on it. The subforms need to still hold calculations based on how many times a subform is accessed and data is imputed to then give a total at the bottom. The rest still need to be generate by the fields on the Estimate. - Work Order - Purchase Order - Invoice - Contract (will have to provide the terms for acceptance of contract) Invoice will push info to Quickbooks.
Proje No: 27664312

Proje hakkında

4 teklif
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Son aktiviteden bu yana geçen zaman 4 yıl önce

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Hi Courtney Umar is here please accept proposal. Thanks. Looking further hearing from you. Thanks and regards Umar F.
$26 CAD 40 gün içinde
5,0 (3 değerlendirme)
4,6
4,6
4 freelancer bu proje için ortalama $30 CAD/ saat teklif veriyor
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I have grown up in the Software Industry, so the creative and intense work ethic is second nature to me. As a trained developer, well versed in Zoho CRM. I am here to empower you by making all things your project simple, efficient, and enjoyable. Please reach out to me. Thanks.
$30 CAD 40 gün içinde
0,0 (0 değerlendirme)
0,0
0,0
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Hi, I have gone through your requirements " Zoho Implementation " and can absolutely assist you in achieving the desired results. We have worked on various Accounting Softwares including Xero, Odoo, ERPNext, QuickBooks, etc and have customized the modules as per client requirements. We have worked on modules like: - Bank module for bank reconciliations. - Invoicing module - Accounting module. - Inventory module. - Financial Reporting and payrolls. - and much more.. Moving on, I would love to know the detail requirements and move ahead with further discussion on your project. Also I do have few queries: - Could you please share the complete requirements for better understanding of the exact features and functionalities? - Do you have any reference app /website for the look n functionality? - What is your estimated budget and timeline for the project? We have done similar work and have experties in multiple related technologies. However, due to confidentiality we cannot share those details in public domain. We'd love to showcase our work when we initiate conversation. Kindly PM me as we would like to discuss more and have better understanding of your exact requirements. ** This budget and time are just placeholders, we will finalize this while project discussion. ** Looking forward to hear from you. Best Regards, Tapan S.
$27 CAD 7 gün içinde
0,0 (0 değerlendirme)
0,0
0,0

Müşteri hakkında

   CANADA bayrağı
St. Catharines, Canada
0,0
0
Ödeme yöntemi onaylandı
Eki 7, 2020 tarihinden bu yana üye

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