When confirming a ‘Deal’ in Zoho, a concept quotation is opened in the Elfsquad environment. Here you have direct access to all your contacts in Zoho. Additionally, it’s possible to easily add custom fields in Zoho CRM and connect these to the fields in the configurator.
From Zoho CRM it is possible to create a proposal or quotation in the Elfsquad environment. Then, a configuration from Elfsquad Product Configurator is added. During the phase estimate prices and extra options become visible.
