Is there a way to communicate with a customer over an estimate?
I run a custom PC business and all of my pre-sales communications with my customers revolve around the "estimate" (quote) itself. But in ZOHO CRM, it seems that all estimates are sent by set "templates". (There is a "note" field for each estimate, but it's a small text area meant for some simple comments). Is there a way to communicate with a potential customer in a single email that has the estimate information displayed in email?
Example:
1. A potential customer fills out my online inquiry form which is connected to my ZOHO CRM to create a "contact".
2. I create an estimate for the customer, and email him *with my personalize response" to his request (including explanations on why I chose certain parts for his computer). So the email goes like this
Dear Sam,
Thank you for your interest in our service. An Intel Core i7 CPU would be great for your needs, along with ...... (recommendation and explanation of all other aspects)
Please review the estimate below:
(here each item of the estimate is displayed, along with final price)
The customer can email back with their responses. Adjustments may be made to the estimate. Then finally when a deal is reached, I convert the estimate to invoice.
Is such a process possible with any ZOHO applications? If not, will it be technically possible via a 3rd party ZOHO app developer?
Your advice will be greatly appreciated.
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