Zoho Canvas + Deluge Expert for CRM Discovery Portal Build

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:

Monitor 2 — Paradigm Vendo

Vendo handles:

• 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:

• Zip Code (5-digit validation)

Features:

• VERIFY ADDRESS button (triggers existing Deluge function) • 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) • Discovery Notes (multi-line)

Column 3 — Assets & Workflow

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

Status indicators:

Primary workflow button:

SEND TO VENDO

Button must remain disabled until:

Additional Requirement

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

Existing Backend

The following logic already exists:

• Mailing Address → Job Address logic

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

Deliverables

Required Skills

Applicants must demonstrate experience with:

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.

Budget: USD 1200 (Fixed Price)

Proposals: 27 freelancers have applied