Custom Estimator App in Zoho Creator
What you get
Estimates leave spreadsheets and are built in one place, with your pricing rules applied the same way every time.
- Estimate form with line items pulled from your service catalog
- Pricing rules, totals, deposits and manual overrides
- Review page and branded, print-ready estimate
- Generate Estimate button on the Zoho CRM deal, with client data carried over
- Estimate status kept in step with the deal, including lost deals
- Estimate dashboard with drill-down, and training for your team
Who it suits
A service business whose estimates follow rules that only one or two people know how to apply.
What we need from you
Admin access to Zoho Creator and Zoho CRM, your service catalog with prices, and two or three recent estimates as a reference. No account yet? Sign up for Zoho Creator or Zoho CRM.
Goes well with
AI estimate drafting, estimate e-signature and QuickBooks Online invoice sync.
How it starts
1. Use Add to Cart above and check out, or write to us first to confirm fit.
2. We contact you to schedule a kickoff call.
3. We confirm scope and access with you, then start the work.
Billing questions
Who bills me?
Creator Scripts invoices you in MXN.
What does the price cover?
The scope listed above for one Zoho organization, in MXN before IVA. Zoho licenses are separate. Anything outside the scope is quoted before we start.