MANUFACTURING • ZOHO CRM • IN DEVELOPMENT
Manufacturing quotes built around your pricing rules.
A custom Zoho CRM widget for creating quotes, showing relevant items as selections change, and applying pricing linked to the account, deal or item.
Built by Dylan Shukster at ZoGenie with AI-assisted development.
PROJECT IMPACT
Over $10,000 saved. Faster delivery. Easier adjustments.
AI-assisted development helped reduce the overall project cost and shorten the path to delivery.
Over $10,000 in overall cost savings
The client saved over $10,000 through the development approach and reduced overall delivery cost.
Quicker changes during the build
Adjustments could be made much faster, without large changes to the development quote each time the requirements evolved.
THE QUOTING CHALLENGE
When the quote depends on more than a product list.
Manufacturing quotes can involve interdependent choices and pricing that changes with the customer or opportunity.
Too many choices at the wrong time
A broad catalog can leave salespeople sorting through items that do not apply to the current configuration. The quoting interface needs to guide the next selection using what has already been chosen.
One item, different commercial terms
The same item may need different pricing depending on the account or deal. A quoting process must make those relationships usable without relying on the salesperson to remember every exception.
Rules spread across the process
When selection rules and pricing decisions sit outside the quoting screen, the user has to connect the dots manually. This project brings those decisions into a purpose-built widget.
A workflow that needs its own interface
A standard record or quote layout may not match the sequence a manufacturer wants its team to follow. A custom interface can organize that sequence around the business.
THE WIDGET
Relevant items. Flexible pricing. One quoting workflow.
The widget brings these quoting requirements together.
Custom quote creation
A dedicated quoting experience inside Zoho CRM, shaped around the manufacturer’s selection and pricing requirements.
Selection-dependent items
The items shown change based on earlier selections, so users see the choices relevant to the configuration they are building.
Account-based pricing
Pricing can be related to the customer account, allowing the quoting process to reflect customer-specific commercial terms.
Deal- and item-based pricing
Pricing can also be related to the opportunity or individual item. The applicable combinations and rule priority are defined around the business’s requirements.
ILLUSTRATIVE WORKFLOW
How the pieces fit together.
An illustrative flow from customer context to a configured quote.
1. Establish the account and deal
Start with the customer and opportunity that provide context for the quote.
2. Make the initial selections
Choose the relevant items or configuration options. Those choices determine which items are shown next.
3. Apply the configured pricing logic
Use the pricing relationships defined for the account, deal and item, following the business’s chosen rules.
4. Create the tailored quote
Bring the selected items and applicable prices together in the custom quoting workflow.
AI-ASSISTED DEVELOPMENT
AI helps build the solution. Your rules shape the quote.
Dylan is using AI to help develop this custom Zoho CRM widget.
The AI work in this project is part of the development process. The customer-facing capabilities described here are custom quote creation, conditional item selection and configurable pricing relationships.
The widget is still in development. The savings described here relate to development and delivery; post-launch quoting-time and error-reduction results are not yet reported.
CHOOSING THE RIGHT APPROACH
Where a custom widget fits alongside Zoho CPQ.
Zoho CRM already offers CPQ capabilities for product configuration and pricing rules.
The right approach depends on the exact requirements and the features available in the organization. This project focuses on a tailored selection experience and the manufacturer’s account-, deal- and item-related pricing model. A custom widget is useful when the required interface or workflow calls for additional development beyond the standard configuration.
See Zoho’s native CPQ capabilities for the standard product offering.
DISCUSS YOUR QUOTING PROCESS
Does your manufacturing quote need custom logic?
Bring the selection rules, pricing exceptions and workflow your team needs. We can review how they fit into Zoho.
Book a discovery call · Explore custom Zoho development · See more projects