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Zoho CRM - Email Template Customizations

$250-750 USD

Completed
Posted over 4 years ago

$250-750 USD

Paid on delivery
We use Zoho CRM and need to customize our template email process. We send price quotes to clients through Zoho CRM. We use Gmail Suite as our email service provider and it is connected to Zoho. We currently use a price quote template that we have created in Zoho and this template autogenerates some of the information using mergefield (such as lead name, subject line, property address etc). However, we can't find a way to mergefield the items in the Product module (our products that need to be included in the price quote). We can do this when creating a price quote email with a PDF attachment, but we need it done in the body of the email, in editable format (not as an attachment). Attached are screenshots. Please respond if you are able to do this customization and include your cost. If you have alternate solutions (such as using a different module than Products to store our product info) please include this in your bid.
Project ID: 21461866

About the project

21 proposals
Remote project
Active 5 yrs ago

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I have 6+ year experience in the field of Zoho technology. I have expertise in Zoho Component (CRM, Creator, Inventory, Recruit, SalesIQ, Desk, Campaign, Project, Mail, Creator etc.) I went through the requests, I would suggest going with the custom template, where we can send subform value in templates. Unfortunately CRM Template does not provide to merge subforms fields in the template, so we need to go with external functionality but it would work as a template. let me know if we can discuss in details, please. I have done various types of integration within Zoho and Zoho with other application like (Xero, Insightly, Saasu, Clarizen etc.) for my clients. Below is my technical skillset: Zoho Creator: 1. Creator Form Management 2. Application Development 3. Report and Robust Database 4. Various Automatons 5. Delegue Script Development Zoho CRM: 1. Module Customisation and Creations 2. Layout management and layout setup. 3. Workflow Automation. 4. Custom function Implementation 5. Call, Event and Task Management. 6. User Management 7. Webhook Implementations 8. Report Creating Zoho Project: 1. Project Creations 2. API implementation Zoho Inventory: 1. Invoices Management 2. Purchase Order, Sales Order 3. Stocks and warehouse 4. Customer management Zoho to 3rd Party 1. Xero Integration 2. MailChimp Integration 3. Champaign Monitor Integration 4. Active Campaign Integration Other Integration 1. SMS Burst 2. Clickatel
$600 USD in 7 days
4.7 (11 reviews)
5.4
5.4
21 freelancers are bidding on average $561 USD for this job
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HI. I have gone through the details and would like to know the following. 1- I would like to see the current template that you have been using. 2- Apart from adding Products, is there anything else that you want to have customized? The recommendation will be provided once we discuss these two points. Lets have a quick chat. Waiting for your response.
$500 USD in 7 days
5.0 (51 reviews)
7.7
7.7
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Hi there, I've read the project(Zoho CRM - Email Template Customizations) description i can work on your project and get it completed in timely manners. I’m a strategic developer with a strong coding/designing background, including Api Integration, Software Architecture, Laravel, Codeigniter, API Integrations, Javascript, Angular etc. I can turn a p in a way that represents your brand and appeals to your target audience. Whether you need a formal, serious tone or a more playful one, I can make the transition with ease. For 11 years I’ve worked in web/mobile development and so I am accustomed to working with all sorts of products and services and in a variety of industries. I have a deep passion for research and guarantee that all of my development is 100% original. Current bid amount is a random quote, the final amount to be discussed after our quick productive conversations Let's connect over chat for more details Thanks Keshav
$568 USD in 10 days
4.8 (220 reviews)
7.5
7.5
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Hi there, I hope you are doing great. I have gone through the brief details mentioned on the job. I have good experience with CRM, HTML, PHP, Zoho . Upon checking brief details, I feel confident that I can help you to get this job done. I am in top 4% freelancers of freelancer.com based on my earnings and reviews, I would request you to look at my profile and customers feedback as well. Lets start the chat so we can discuss this job more in detail then we will discuss the final budget, Right now I am placing default bid. Regards,
$750 USD in 10 days
4.9 (42 reviews)
7.1
7.1
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Hello? How are you? I am excited to work with you on this project. I have good skills in php, html, css, ajax with custom CMS like zoho, odoo. So I can help you if you want. Hope to work with you. I am ready to start work immediately. Thanks. Best regards.
$555 USD in 10 days
4.9 (116 reviews)
6.9
6.9
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Hi, I have proven skill in Web App, UI/UX, Wordpress, PHP, MYSQL, E-COMMERCE, SHOPPING CART, PAYMENT GATEWAY INTEGRATION, HTML, CSS, and JQUERY. I am Preferred Freelancer , I have been working with Freelancer since 2014 and have many satisfied clients all over the world. My aim to provide the highest level of service to my Clients. I am Ad-words certified by Google.
 I am ready for long term commitments and favourable work timings. Please contact to discuss your job in detail and let's move a step forward towards achieving our common goal! It's impossible to list everything here, so please contact me Love to discuss this further with you. Please take the time to go over my Profile: https://www.freelancer.com/u/nishthamarwaha?w=f I always keep my client updated on activities and progress at reasonable intervals. Not just with development I am gonna assist you in website hosting, database management, SEO and SMO post completion of development. "You dream it. I build it!" Cheers! Nish
$350 USD in 10 days
4.9 (88 reviews)
7.0
7.0
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I have studied your 2 attach docs. I done similar projects below. MY SIMILAR PAST PROJECTS COMPLETED: • https://www.freelancer.com/projects/crm/Zoho-Quickbooks-Integration/ • https://www.freelancer.com/projects/wordpress/Change-Pardot-forms-Zoho-Forms/ • https://www.freelancer.com/projects/zoho/Zoho-Creator-database-for-orders/ • https://www.freelancer.com/projects/zoho/Zoho-Developer-17036744/ • https://www.freelancer.com/projects/crm/create-zoho-creator-app/ • https://www.freelancer.com/projects/zoho/ZOHO-People-Recruit-Set/ • https://www.freelancer.com/projects/database-programming/project-for-oluwatoyin/ • https://www.freelancer.com/projects/zoho/ZOHO-CREATOR-expert-developer-needed-18631216/ • https://www.freelancer.com/projects/php/reporting-app-from-zoho-one/ • https://www.freelancer.com/projects/crm/zoho-crm-set-17158671/details • https://www.freelancer.com/projects/php/Building-Automatic-weekly-monthly/ • https://www.freelancer.com/projects/php/Caspio-Developer/ INTRODUCTION I have 4+ years’ experience with Zoho architecture and strategy exhibiting excellent technical skills, and a keen sense of innovation. EDUCATION • BSc Computer Sciences, University of Hertfordshire, UK 2014 • Microsoft Certified Business Intelligence Developer 2009. • Microsoft Certified SQL Server Administrator 2008. • compTIA A+ Certified 2008.
$450 USD in 7 days
4.9 (25 reviews)
6.2
6.2
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Hi there! Ready to help you with Zoho CRM. Have skilled and experienced specialists to handle with any tasks. Please, discuss with us via chat more details to estimate an amount of work. Visit us here: https://www.freelancer.com/u/Webln Please, note - high quality and fast delivery are promised! Let us know, please! Best, WebIn
$1,500 USD in 7 days
4.9 (24 reviews)
5.8
5.8
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Hi, I have good skills for listing in all kind CRMs and eCommerce store like ZOHO Woo Commerce, Magneto, Shopify, Open cart and many more. You can view my profile feedback and you will be satisfied to discuss with me for this job. The listing will be made nice and good looking with take care of keyword and SEO standards. Complete satisfaction guaranteed. I am expert with copy typing, copy pasting as well as great skills for data entry. I have complete number of projects for Data Entry and data scrapping like you are looking for. So, you can trust me for best output and timely manner completion. Looking forward for great business deal.
$250 USD in 1 day
4.8 (46 reviews)
5.7
5.7
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Hi there, Hope you are doing well. Hope you are doing well. I am a Certified Zoho Developer. I have done many projects on Zoho. Could you please tell me your feasible time to discuss further. Thanks & Regards, Waqar Ali
$500 USD in 1 day
4.8 (12 reviews)
4.7
4.7
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1. I am a web developer having 3.5 years of experience in web development using php and node js. I have created web apps from scratch using laravel and mysql. 2. I have worked on Zoho CRM and other Zoho softwares like Zoho projects and creator. Along with inventory software for data syncing. Inventory softwares like Big Commerce, Dear Inventory, Unleashed Inventory. 3. Created the Data flow from WordPress to Zoho Crm.
$250 USD in 2 days
4.9 (5 reviews)
3.7
3.7
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Hi, I have gone through the attached. I will deliver you the ZOHO email customization. Regards, Irfan
$500 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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I am Zoho CRM, ZOHO Report and Zoho Creator Developer. Experience of managing, implementation, development, configuration, database maintenance, supporting, and administration CRM Applications. Lead CRM business function and be a key player in ensuring implementation aligns with business needs of all components and the system as a whole: functional specification, software application changes, data migration, testing, and deployment. Provide customer solutions as well as project management from beginning to end. Providing automate workflow, Inventory template, report setup, email automation, Automated task reminders, customize layout and writing deluge script to meet complex requirement. You may request to see some of the template I've done before. I hope to have a change to work with you, Thank you.
$500 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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I have good experience in Zoho customization. lets connect to understand your requirement in detail.
$444 USD in 7 days
0.0 (0 reviews)
0.0
0.0
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It can be done in 7 days. If you are okay share me the more details about the project. Waiting for your response
$600 USD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Charleston, United States
5.0
1
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Member since Jan 2, 2019

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