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Case study · Zoho

Harmony Designs

Bilingual quotations that match how made-to-measure doors are priced, and one execution path for every won order.

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At a glanceHarmony Designs
IndustryAluminum doors manufacturing and installation
CountryRiyadh, Saudi Arabia
PlatformZoho
ApplicationsZoho One · Zoho CRM · Zoho Projects
ServicesZoho customization · Templates · Process design
Home › Our Work › Harmony Designs
Business challenge

Generic quotes could not show how the business prices

Aluminum doors are priced in different ways: by square meter, by linear meter or by piece, and each product carries mandatory and optional components. Generic quotation templates could not show this clearly, and customers expected professional bilingual documents. Once an order was won, production and installation needed to follow the same path every time.

Project scope

What the engagement covered

Zoho One with Zoho CRM at the center, a bilingual quotation template that matches how the business prices, and a standard execution template in Zoho Projects.

  • Calculation by square meter, linear meter or piece on every line
  • Length, width and area fields, with mandatory and suggested component rows
  • Totals with VAT 15%, terms and payment terms from each quote
  • Bilingual Arabic/English PDF with signature and stamp blocks on a single A4 page
  • A Zoho Projects execution template with 5 phases and 21 tasks
Solution architecture

How the pieces connect

LeadZoho CRM quoteBilingual AR/EN PDFWon dealZoho Projects templateProductionInstallation and handover

Illustrative flow of the delivered solution.

Applications implemented

Quotation to installation in one platform

Zoho One

Zoho One / Zoho CRM

The commercial hub for leads, quotes and deals.

Zoho CRM

Bilingual quotation template

Built from the client’s own mockup, priced the way the business sells.

Zoho Projects

Zoho Projects

An aluminum doors execution template that every won order follows.

Implementation approach

Five steps from insight to results

1

Understand

How the team prices, quotes and executes an order.

2

Analyze

The client’s own bilingual quotation mockup.

3

Design

Quote layout and the execution phases.

4

Implement

Template build and PDF preview testing.

5

Adopt & Improve

Refinements requested by the client, such as adding the calculation-method column.

Business impact

What changed for the business

  • Quotations that reflect how the business actually prices its products.
  • Professional bilingual documents for every customer.
  • Every won order follows the same production and installation path.
Related services

Explore the services behind this project

Zoho CRM

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Zoho Projects

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Zoho Customization & Development

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Manufacturing industry

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