We want to integrate the estimate form
We want to integrate the estimate form into our website so that our customers can select their products and buy them online.
They do not have accounts in zoho books and the payment must be done in our platform, not in zoho.
Is their a way to embedd the estimate form in an iframe and access it anonymously (not logged into zoho books).
Anonymous
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Hello Emmanuel!
We would suggest you to try creating an application in Zoho Creator, using which you can embed a form in your website. You will be able to create an estimate in Zoho Books using the integration between the two products.
Documentations that would be of help for you to create a form and embed in your website -
https://www.zoho.com/creator/help/application/create-application-from-scratch.html
https://www.zoho.com/creator/help/forms/publish.html
https://www.zoho.com/creator/help/script/form-actions.html
The document below will help you to create a deluge script to create an estimate in Zoho Books
https://www.zoho.com/creator/help/script/creating-a-record-in-zoho-books.html
Feel free to write back to support[at]zohobooks[dot]com for further assistance. We would be glad to be of help.
^SN
