Custom Quote form development

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    Treacy Sommer 
    Asked 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.   

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    ashwin_d
    Answered on May 01, 2016 at 11:02 PM

    Hello Treacy,

    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 

    Thank you!