Zoho CRM Quotes for Different Volumes

Hello all,

I am looking for some ideas or advice on how to

configure products
give pricing for the same product at different quantities

A. Configure Products

So here we are looking for ideas how to "configure products" without having to create a separate product / part number for each product.

For example:

We sell business cards. The product record is called business card.

but it can be

- 2 colors

- 3 colors

- 4 colors

- 2 front / 1 back etc.

Another example is a computer

- you need to choose RAM

- you need to choose Storage

- etc.

There are so many combinations just for this product that it does not make sense to create a separate product for each.

Our idea for configuration is to be able to

- price it properly

- keep the configuration as reference so it shows on the quote

We tried with a Custom Module called Product Configurations.

This module has a subform.

The firs column is a LookUp to another Custom Module called Product Parameters - for example Colors Front, Colors Back, RAM, etc - so they are standardized

The second column is a text field which contains the value.

So in the Quotes module we adeed a LookUp where you can add a Product Configuration.

So it looks like this

Product	Product Configuraion	Quantity	Price
Business Card	Business Card for Zylker	1000	100

The record Business Card for Zylker Looks like this

Colors Front	4
Colors Back	0
Material	Carton
Additional Color	Gold

However

using MailMerge we cannot get the subform from the lookup record Product Configuraion which is a lookup in subform in the Quotes. So we cannot visualise what is the actual configuration

Does anyone have any ideas how to solve this or how to approach the case in a completely different way?

B. Pricing for different sizes / amounts

We have a case where we want to give pricing for the same product, but at different quantities.

For example lets say we want to give a quote for a business card

We want to quote like this

Product	Qty 1000	Qty 5000	Qty 10000
Business Card	$100	$200	$300

The problem is that each product will have different quantities and pricing.

So we do not always quote for 1000, 5000, 10000, but those vary.

I could not solve it with subform as in a subform you cannot change the column headings.

Therefore you cannot change the volums.

We tried using currency fields and text fields, but it did not work as sometimes we want to quote multiple items.

We also tried to use the quotes subform and just add row 1 - volume 1, row 2 - volume 2, etc. but is is not great as those are not line items, but options - the customer will choose only one of those.

Does anyone have an idea how we can approach this?

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Ivan Staykov

Sticky Posts
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
Gain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparency
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several