Our company makes engineered equipment. There are a number of standard components or modules that we combine to produce customized equipment solutions for our customers. I want to use Zoho to streamline our administrative work by using Zoho Quotes and Pricebooks to “build” products using a set of other products quickly.

The problem I have is that I cannot find a way to create a quote that uses several components/modules that will produce a written quote that includes a single price and a standardized description for the finished product.

EXAMPLE:

I want to create a quote for a customer. The Final equipment will have several components – one (1) Base Unit, Two (2) of Module A, Three (3) of Module Q and one (1) of Module L.

I want the quote presented as:

One (1) SuperDeDooper Widget………………………$XXXXXX

-          Medium sized widget with wi-fi capability and deluxe foot massager

However, when I try to use Zoho I end up with:

One (1) Base Unit …………………..$XXXXX

-          Medium RH configuration Widget Structure

Two (2) Wi-Fi Modules…………….$XXXXX

-          Model XYZ 3G wirleess transmitter/receiver

Three (3) Supports ………………….$XXXXXX

-          Polycarbonate pedestal stands, 32- 68” adj. elev.

One (1) FeelsGood FT massager ……..$XXXX

-          Foot massager with optional Toe Jam remover and automatic anti-fungal cream dispenser

Part II of my quest is to also have a way to offer a way to list optional items separately from the base equipment price. EXAMPLE:

One (1) SuperDeDooper Widget………………………$XXXXXX

-          Medium sized widget with wi-fi capability and deluxe foot massager

OPTION – Eliminate toe jam remover……………Deduct $XXXX

OPTION – Extended Warranty…………………$XXXXX

Any suggestions on how to accomplish this using Zoho?