Plaidypus

Recent Work

Plumbing Proposal Workflow Modernization

A local plumbing company needed to move proposal work away from an aging database platform that was locking project managers out of quoting jobs.

Legacy database analysis into Zoho CRM proposal workflowLEGACY PLATFORM100 tablessystem lockupsDATA MAPZoho AnalyticsSAMPLE IMPORTCRM query reviewZOHO CRMproposal widgetPDFEmailZoho Signproject managers can keep proposals moving

The Process Problem

The company was running a critical proposal workflow on an antiquated platform and database. Support for the legacy system was declining, and recent lockups had prevented project managers from quoting jobs.

That meant the software was no longer just old. It was becoming an operational risk.

What We Did

Plaidypus reviewed the existing database of roughly 100 tables, then paired that technical analysis with the current and desired business process.

From there, we mapped the data set using Zoho Analytics, performed a sample import into Zoho CRM, and used that import to review and refine the underlying queries before expanding the migration work.

What Changed

Inside Zoho CRM, Plaidypus built a completely custom widget to streamline proposal generation. The new workflow supports proposal PDF generation, automatically selects who should receive the proposal by email, and can send the PDF for electronic signature through Zoho Sign.

The goal was not simply to replace one database with another. The goal was to make quoting more reliable, more visible, and easier for project managers to move through without depending on a fragile legacy tool.