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Project title: Zoho Canvas + Deluge Expert for CRM Discovery Portal Build
Posted by: External project from PeoplePerHour
Started: 07-Mar-2026 02:20 GMT
Description: Zoho Canvas + Deluge Developer Needed for CRM Discovery Portal

We are building a high-efficiency Zoho Canvas interface inside the Zoho CRM Contacts module called the Express Quote Discovery Portal.

This interface is used live by sales agents during customer phone calls, so speed, clarity, and data integrity are critical.

Agents will gather structured project data while simultaneously building the quote in Paradigm Vendo on a second monitor.

This is not a cosmetic CRM layout project.
It is a production intake interface used during real-time sales calls.

The developer must be comfortable working with Zoho Canvas UI components and Deluge-integrated workflows.

System Architecture

Monitor 1 — Zoho CRM

The Discovery Portal manages:

• Property intelligence
• Structured intake fields
• Product specification capture
• Discovery notes
• WorkDrive photo assets
• Conditional UI logic

Monitor 2 — Paradigm Vendo

Vendo handles:

• product configuration
• quote generation
• financing options
• contract creation
• e-signature

The Zoho interface prepares structured data for the quoting workflow.

The developer does not need to modify Vendo.

Canvas Layout

The interface will use a 3-column Canvas layout optimized for live call intake.

Column 1 — Property Intelligence

Fields:

• Street
• City
• State
• Zip Code (5-digit validation)

Features:

• VERIFY ADDRESS button (triggers existing Deluge function)
• Google Street View iframe update
• research buttons: Zillow / Realtor / County Tax

Column 2 — Live Intake

• Phone auto-format (XXX) XXX-XXXX
• Numeric steppers: Window Count / Door Count

Window Style Grid (2×3):

Single Hung
Double Hung
Slider
Casement
Picture
Awning

Additional fields:

• Interior color swatches (5)
• Exterior color swatches (8)
• Glass options checkboxes
• Discovery Notes (multi-line)

Column 3 — Assets & Workflow

WorkDrive photo drop-zones (2×2 grid):

• Front Elevation
• West Elevation
• Front Sill Rot
• Rear Slider

Status indicators:

• ENRICH DATA ACTIVE
• WORKDRIVE SYNC ACTIVE

Primary workflow button:

SEND TO VENDO

Button must remain disabled until:

• Address entered
• Window Count populated
• At least one Window Style selected

Additional Requirement

A 24-hour guarantee timer must sync with the Lead_Created_Time field.

Existing Backend

The following logic already exists:

• Deluge address mapping scripts
• Mailing Address → Job Address logic
• Vendo sync functions

The developer will build the Canvas UI around these existing scripts.

Deliverables

• Fully functional Zoho Canvas Discovery Portal
• Integration with existing Deluge scripts
• Functional WorkDrive photo slots
• Conditional SEND TO VENDO logic

Required Skills

Applicants must demonstrate experience with:

• Zoho CRM Canvas
• Zoho Deluge
• Zoho WorkDrive integration
• conditional UI logic

Experience building live intake or call-center interfaces is a strong advantage.

Please Include in Your Proposal

1️⃣ Screenshot of a Zoho CRM Canvas layout you built
2️⃣ Confirmation you have implemented conditional UI logic in Canvas
3️⃣ Confirmation of WorkDrive upload mapping

Proposals without Canvas examples may not be considered.

Budget

Fixed Budget: $1200

Milestones will be used.

Attachments

A wireframe mockup is attached showing the Discovery Portal layout and dual-monitor workflow.
Project ID: 3472628
Project category:
Project budget:
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