Quote to Order in One Flow: MedPro Diagnostics Goes Live in Three Months
An integrated Zoho Commerce platform with Request A Quote automation, automated sales order generation, and real-time inventory synchronization behind every product page.
Executive summary
MedPro Diagnostics ran sales and inventory on disconnected systems. Orders were managed by hand, stock data was inaccurate, and there was no automated path from a customer's quote request to a sales order.
In three months we delivered an integrated e-commerce solution on Zoho Commerce and Zoho Sites, enhanced by Zoho Inventory. We centralized inventory management and sales order processing, automated the quote approval workflow, and gave customers an intuitive platform to browse, request quotes, and buy. The integration across applications removed manual errors and improved both sales outcomes and customer satisfaction.
★★★★★5.0 rated Zoho partner profileDisconnected Sales and Inventory
MedPro Diagnostics had no unified system for inventory management, order processing, and quote approvals. Sales and inventory processes sat in separate places, so order management ran manually and stock data was frequently out of date.
Updating stock levels and tracking orders by hand created delays and raised the risk of errors at every step. Without automated workflows for quotes and inventory updates, the operation could not scale with demand.
The customer-facing side had the same gap. The existing system gave customers no dynamic, user-friendly way to browse products, request a quote, and complete a purchase, which held back the experience and the revenue behind it.
Zoho Commerce, Sites, and Inventory as One System
We analyzed the fragmented workflows to locate the bottlenecks, then built an integrated platform on Zoho Commerce, Zoho Sites, and Zoho Inventory with dynamic content keeping product information accurate in real time.
- 01
Dynamic Product Data
We used the Zoho Sites dynamic content feature to synchronize product details from Zoho Inventory in real time, so the storefront always shows accurate stock and product information.
- 02
Request A Quote
We designed a custom Request A Quote function that automates the quote-to-order process, letting customers submit, review, and approve quotes online.
- 03
Automated Sales Orders
We automated sales order generation from approved quotes, removing the manual order management that was slowing fulfilment.
- 04
Inventory Automation
We automated inventory updates, product categorization, and customer notifications, so stock levels and order status stay current without intervention.
- 05
Secure Payments
We integrated external payment options including PayPal, so customers complete transactions inside the same experience.
Zoho Commerce
Zoho Sites
Zoho InventoryFrom Product Page to Fulfilment
Zoho Inventory holds the product and stock truth. Dynamic content publishes it to the storefront, the quote workflow converts interest into an approved order, and every downstream update flows back automatically.
Three-Month Delivery
We executed the full build over a three-month timeline, from the Zoho Commerce site through to inventory synchronization and payment integration.
Quotes Without Email Chains
Customers submit, review, and approve quotes online, and the approved quote becomes a sales order automatically.
Stock That Stays Accurate
Automated inventory management replaced manual stock updates, which removed a standing source of errors and delays.
The Results Since Launch
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