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Custom Quote form developmentAsked by Treacy Sommer on May 01, 2016 at 07:08 PM
We manufacture mostly custom cable assemblies. Adding part numbers and customer part numbers is a bit of a headache for our sales team. I'm interesting in developing a quote template out of Zoho that would function more like a spreadsheet with free form fields for Project #, Qty, OCP Part number, Customer Part Number, Revision level, Description, unit price, Price total . OCP graphics , Terms and Conditions would be standard but also modifiable if necessary.
Of course we want it to integrate into Zoho for calendaring forecasting closing dates, projected sales values etc.
Do you have any sample form or any existing online / offline form which you want to replicate?
You may like to take a look at our "Templates" section where we have thousands of pre-built forms and see if any of the forms fits into your requirement. You may also like to take a look at the following guide on how to use form templates: https://www.jotform.com/help/106-How-to-Use-the-Form-Templates
Do you just want to create a simple form with just these text boxes and zoho integration? Please take a look at the following form where I have added these form fields and let us know what further changes you would like in this form: https://form.jotform.com/61218766289972
Feel free to clone this form for a closer look. The following guide should help you in form cloning: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL