Reynolds Lift Technologies

Reynolds Lift Technologies

Zoho Quote Widgets

Three custom widgets embedded as iframes inside Zoho CRM Deal records.
Fully owned and hosted on reynolds.energy infrastructure (Cloudflare Pages at zoho.reynolds.energy).

Live Widgets

Open these links in any browser. Mock data loads automatically when the Zoho SDK is not present (dev mode).

Quotes Edit

Full CRUD quoting workbench inside a Deal record. Line items by segment, discounts, corrosion coating toggle, approvals, Optsize pull, and save back to Zoho.

Open Quotes Edit

Quote Print

Formatted, customer-facing quote document with PDF generation. Supports Install, Rental, and Pull views plus full Terms and Conditions.

Open Quote Print

Margins View

Internal cost, price, and margin analysis (confidential). Segment rollups, health color coding, per-line margins, and grand totals.

Open Margins View

Build Info

Version: 0.1.0
Last commit: docs: capture mobile-friendliness analysis (Phase 3 scope, gated on CSS consolidation) (af567fd)
Updated: 2026-06-06

For Zoho Admins: Update Widget Base URLs after Deploy

After any push to main (and successful deploy), the three widget registrations inside Zoho CRM must be updated so that the iframes shown inside Deal records load from the current hosting.

The three exact Base URLs (include the trailing slash):
https://zoho.reynolds.energy/quotes-edit/
https://zoho.reynolds.energy/quote-print/
https://zoho.reynolds.energy/margins/
  1. Sign into Zoho CRM with an account that has permission to manage widgets (usually admin).
  2. Click the gear icon (Setup) in the upper right.
    Zoho CRM Setup gear menu and left sidebar with search for Widgets under Developer Tools highlighted
    Step 2-3: Open Setup (gear) and navigate to Developer Tools > Widgets (search also works)
  3. In the left navigation under Developer Tools (or use the search box at the top of Setup), click Widgets.
  4. You will see the list of all registered widgets. Find the three that belong to this project:
    • Quotes_Edit (display name usually "Quotes Edit")
    • Quotes_CView (display name usually "Quote Print" or "Quotes CView")
    • Margins_View (display name "Margins View")
    Zoho CRM Widgets list page showing the three Reynolds quote widgets (Quotes_Edit, Quotes_CView, Margins_View) with columns for name and Base URL
    Step 4: Locate the three widgets in Setup > Developer Tools > Widgets
  5. For each of the three widgets:
    1. Click the widget (or the edit action) to open its settings.
    2. Locate the Base URL field.
    3. Replace whatever is there (old softily.com address or the previous pages.dev value) with the exact new URL listed above for that widget.
    4. Save the widget.
    Zoho widget edit form with the Base URL input field highlighted and an arrow calling out the field that must be updated to the new zoho.reynolds.energy address
    Step 5: In the widget edit screen, set Base URL to the new address (include trailing slash) and save
  6. Test right away: open a real Deal record that contains quotes, launch each of the three widget tabs, and confirm the latest code is running (no stale behavior, all features present, no errors).

Changes to widget registrations take effect immediately for all users. The trailing slash on the Base URL is required.

Zoho-Quote-v2 (reynolds-lift/Zoho-Quote-v2) (hosted on Cloudflare Pages at zoho.reynolds.energy).
See README.md and docs/ for more.