The bill of quantities lives in a spreadsheet
Every quote is assembled by hand, priced from memory or a file, and rebuilt from scratch next time.
Sectors
Quoting and delivery, joined up.
Zoho implementation for technology, electronics and equipment businesses — bills of quantity, contract generation, and lead to project execution without re-keying.
These businesses sell something configured rather than something off a shelf. The quote is the hard part, and the handover from the person who sold it to the people who deliver it is where the detail usually gets lost.
What we hear
What technology and electronics businesses arrive with.
Contracts need a licence for everyone who raises one
The people who need to generate a contract are salespeople, and licensing all of them for a contracts product costs more than the contracts are worth.
The sale does not hand over to delivery
The deal closes, and what was promised is retold rather than transferred, so delivery starts by reconstructing the scope.
Nobody can see the whole line
Lead, deal, order, invoice and project each have a status, but no view runs the length of them.
What we build
What a technology and electronics platform usually contains.
Bills of quantity out of the spreadsheet
For an audio-visual solutions business: the end-to-end quoting process built across Zoho, so a bill of quantities is generated rather than assembled by hand.
Contracts generated from a form
For an office equipment business: forms in Zoho Creator integrated with Zoho Contracts, so submitting a form generates the contract with signer details and attachments — without a contracts licence for every sales manager.
Lead to project on one chain
For a technology services firm: lead, deal, sales order and invoice in Zoho CRM, with the project assigned to internal users on invoice completion and milestones and tasks created to track it.
One view along the whole process
Status visible from first enquiry to delivered milestone, so handover is a transition rather than a retelling.
Products this usually involves
Zoho CRMZoho CreatorZoho ContractsZoho One
Proof
Work in this sector.
professional services
Contracts generated from a form, without extra licences
Contracts were created by hand each time a sales manager needed one. Now submitting a form generates the contract with signer details and attachments already attached.
CreatorWriterContracts
technology and electronics
Lead to milestone, without a handover meeting
Sales and delivery ran as two processes joined by a conversation. Now the invoice completing assigns the project, and milestones and tasks are created against the same record.
CRM
Questions
Asked most often in technology and electronics.
Can we generate contracts without buying everyone a licence?
Yes. We have built exactly that: sales managers submit a form, and the contract is generated behind it with the right signers and attachments.
Our quotes are genuinely bespoke. Can that be systematised?
Usually the structure repeats even when the numbers do not. We model the structure and leave the judgement with your estimator.
Does the project side need a separate product?
Not always. For one client the whole chain — lead to milestones — runs in CRM. Whether that holds for you depends on how your delivery is organised.
Tell us what you need Zoho to do.
Describe the problem and we will come back with a ballpark scope and timeline.