How do you create visually stunning proposals using Zoho Books/Invoice/CRM?
Hey guys,
Writer
Get Started. Write Away!
I've been using a tool called NiftyQuoter to create proposals for the last few
months. I really like it because proposals look terrific out of the
box, you can see when a client opens the proposal, clients can approve
them and pay online, you can add photos and a individualised blurb for
each project, the product has great support etc. I set it up for one
of my clients and they like it too but are concerned about the cost as
they scale and also don't like the lack of integration with Zoho
CRM. They asked me if there was a way to create proposals that look
like they came out of Nifty Quoter using Zoho Books/Zoho Invoice/Zoho CRM.
The templates I've seen in Zoho Books/Invoice don't look
that great and don't really allow you to add a customised blurb to
each proposal without creating a separate template for each customer
which is super time consuming. I've seen an output from Zoho CRM which does seem to allow
a customised blurb (I guess via a rich text field in the Quotes
module) but doesn't allow open rate tracking or online payment.
Anyone have other suggestions? If not, is this in the pipeline for
Zoho Books/Invoice?
-- If you need any help with this or anything else related to Zoho, give
me a buzz on +61 414 885 787 or email me at jeremy.nagel@nuanced.it
-- If you need any help with this or anything else related to Zoho, give
me a buzz on +61 414 885 787 or email me at jeremy.nagel@nuanced.it
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