Generate Proposal Document from a Deal in Zoho CRM

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Generate Proposal Document from a Deal in Zoho CRM

Рет қаралды 693

Күн бұрын

Learn how to auto-generate a professional proposal document from the Deals module in Zoho CRM, using the built-in Zoho Writer integration. We achieve this by creating a custom merge template and mapping fields in our Deal to it. Set it up once, and streamline your sales process.
Learn more here: help.zoho.com/...
Contact Beckmann Collaborative for support: zfrmz.com/WHPG...
Zoho CRM allows you to connect your sales, marketing, and service teams together on a single platform to track the entire customer life cycle for your business.
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Пікірлер: 8

@abert5240 10 күн бұрын

You make Zoho easy to understand

@TheJimMcDermott 5 ай бұрын

I just signed up for One and this was a life saver. It's the one piece of the prospecting process that I was missing. Appreciate it!

@beckmanncollaborative 5 ай бұрын

That's great, I'm glad to know this video was helpful to you!

@cristiancorrales9019 4 ай бұрын

Great video. Thank you. How would you recommend handling the billing portion we want to use books. Converting to sales order or invoice then allowing multiple payments?

@beckmanncollaborative 4 ай бұрын

Thanks for your comment! Our recommendations would be dependent on the unique factors of your specific business scenario. There are many different ways to configure the integration between Zoho CRM and Zoho Books, and certain options work better for certain types of businesses. You can reach out to us for a free consultation at this link: zfrmz.com/WHPG8UzHifhpu8ycRojk?vid_topic=CRM%20Writer%20Merge%20Doc

@abert5240 6 ай бұрын

Great video. We have 2 service options on our proposal which we created..but our proposal is done on powerpoint or Zoho Show. Should we transfer the document to writer or try to format it there? Also how do you give the client a way to choose from one of the options...then hit approve?

@beckmanncollaborative 6 ай бұрын

Thanks for watching, great questions! Zoho is working on a native integration between CRM and Show. For now it can be achieved using Zoho Flow, which works in a similar way to Workflow Rules in CRM, but goes between applications: help.zoho.com/portal/en/kb/show/zoho-show-integrations/zoho-show-integration-with-zoho-flow/articles/zoho-show-integration-with-zoho-flow#Zoho_CRM__Zoho_Show For allowing the client options, you should be able to create checkbox fields in your CRM and then merge the checkbox field for each option.

@abert5240 10 күн бұрын

Wow I had the exact same question