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Zoho CRM - Email Template Customization

$15-25 USD / hour

En curso
Publicado hace alrededor de 5 años

$15-25 USD / hour

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.
ID del proyecto: 18932623

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17 propuestas
Proyecto remoto
Activo hace 5 años

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Hello, I'm a Zoho CRM expert and happy to help you to customize the email template . I have an alternate solution for this but I have few questions to discuss with you. Provide me a time when you are able for discussion. Below you can see a portfolio of my recent work: [login to view URL] [login to view URL] [login to view URL] [login to view URL] Skills: CRM expert for Zoho CRM, Vtiger and Infusion soft, WordPress plugins, WordPress multisite, Woo-Commerce and it's sub plugins, PHP (OOP & other frameworks) JavaScript, in PHP5, MySQL, HTML5, CSS3, XHTML / DHTML, AJAX, JavaScript. ?To gauge a better understanding of the requirements, I would appreciate if we could have a quick discussion? Regards, Gaurav
$22 USD en 40 días
4,8 (66 comentarios)
7,0
7,0
17 freelancers están ofertando un promedio de $21 USD /hora por este trabajo
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*ZOHO CRM Exper* Yes, I can customise as well as I can suggest you more. It would be great if we can discuss over the chat So I can assist you accordingly. I work 40+ hrs/week and my hourly cost is 12$usd/hr. Regards Mithu
$15 USD en 40 días
5,0 (84 comentarios)
7,8
7,8
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Hi, I have great experience with Zoho. Please, provide more details. As for me, I am professional Web Developer and co-owner of a web-development team with 17 years experience in Website Development. Lets discuss your project in private chat
$20 USD en 40 días
5,0 (32 comentarios)
6,7
6,7
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Hi there, Hope you are doing well. I have gone through your Project description and I am very much confident that I am the perfect match for this job as I have professional experience in ZOHO CRM. I can definitely customize your template according to your requirements and will provide a neat output that you desire. I have relevant set of skills as I am a full stack developer and work on similar CRM as well. I have few queries regarding the project and I would like you to contact me so that we could discuss it in detail. I can also provide you my similar past experiences and projects and I would also provide you references as well. Regards, Waqas Ahmad.
$22 USD en 40 días
4,7 (7 comentarios)
4,9
4,9
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Hello Kirstin Kamps, we already built several large and complex projects like ERP, POS, CRM, E-commerce Stores and etc. I have gone through your requirements and understood that you are looking for a Zoho CRM - Email Template Customization. I have check attachment image file and we are able to this customization and include your cost. Can you please share your best time for the chat so we can discuss further and move ahead. Best Regards Mirali Ghelani
$22 USD en 40 días
5,0 (8 comentarios)
4,7
4,7
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Personal Details: My name is Yamini and I am an Indian based Zoho Certified Consultant. I love Zoho and I have seven years of extensive experience in all Zoho Products. Integration : Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Reports, Zoho Survey, Zoho Sites and vice versa. Mailchimp Integration  Quickbooks Payment Gateway like PayPal, Stripe and Converge gateways RingCentral, Twillio and other phone based integrations. Zoho Mail with Gmail, MS Office 365 and other MS office Setup. Automation: Workflow rules, Auto responders, Email Templates Creation. Follow Up Task,Alerts,Custom functions Automatic Rules, Reminder Setup, Notification via Email and SMS. Dashboard Creation, Scheduled Reports with multiple formats. Webhooks calls. While I am certain there will be others who underbid me on this project, I can assure you several things.  ·        I work extremely fast. ·        I have a great knowledge on Zoho Products and Scripting behind business logic. ·        I can ensure quality communication. ·        I will complete the work as much as earlier and will do my best effort.  ·        I will deliver the work on time with 100% quality. Support: I will give support for any kind of bugs/fixes. This states that I will be more attentive during the project and post production support. Thank you and I look forward to the opportunity to work with you   Yamini Zoho Certified Consultant
$27 USD en 30 días
4,6 (24 comentarios)
5,1
5,1
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Hey, I am Fateh, having 5-year experience in ZOHO CRM with extensive knowledge of Business Process and Customization/Development. Core Competencies : ·      ZOHO Consultancy ·      API Integration ·      Configurations & Customisation ·      App Development ·      Data Migration ·      ZOHO Training ·      Support I have good exposure to different areas of ZOHO like ·      Custom Modules ·      Custom Fields ·      Workflows ·      Validations ·      Advanced Formula ·      Reports and Dashboards
$25 USD en 40 días
5,0 (9 comentarios)
3,8
3,8
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Hello Sir, I read through the job details extremely carefully and I am absolutely sure that I can do the project very well. I can achieve the results with my team of developers, designer, QA and Project Manager who will be responsible to work on Zoho CRM and need to customize our template email process. We are here for long-term relation providing development service, maintenance and support. We are the team of 50+ employees and over past 9 years, we have completed 300+ projects in web, mobile and software application development projects. We work on iOS and Android application development, IoT software, LMS, CRM, ERP, and live streaming software. Skills: PHP & .NET Frameworks, MySQL, REST API, Javascript, Jquery, Advanced Javascript (Angular, React JS), AWS cloud, MongoDB, Express JS, Mobile application development (Android/iOS), Game Design, Game Development, Mobile App Development, Unity 3D, full stack development, frontend, and backend development, PWA, Siberian CMS, IoT applications. Our aim is your success. We are software development company who works with small to medium size of companies and help them by providing software solutions taking end to end responsibility of a product/application. This helps the customer to save a time and focus on the actual business model. Our existing solutions/services help many customers to increase business/ product usage. Awaiting for a positive response :) Regards -Akash
$22 USD en 40 días
5,0 (1 comentario)
1,6
1,6
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Yes we can do this. I work in zoho crm for one client by click on that send email button we send mail their quote with their own template which is designed by HTML design
$16 USD en 40 días
0,0 (0 comentarios)
0,0
0,0
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We have provided numerous end-to-end assessment and Zoho CRM implementation solutions to our clients and have helped them to move their businesses to a seamless & scalable architecture bringing in operational efficiency, transparency, visibility across functions and departments, in-turn ability to grow and scale effectively. Through this experience, we have built a team of seasoned experts and developed specific methodologies and tools appropriate to midsized and larger scale implementation projects. Lets discuss the project in detail and we can deliver a great project
$16 USD en 1 día
0,0 (0 comentarios)
0,0
0,0

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Bandera de UNITED STATES
Charleston, United States
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Miembro desde ene 2, 2019

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