Sync Zoho Sign with Quote in CRM
Hi guys,
I kindly have two questions to ask. I basically want to integrate Zoho Sign with CRM and when my prospects fills the Zoho Sign document, asking Zoho Sign to autofill some of the fields in CRM. This is the first one.
Here's images:
I am asking my prospects to fill these fields to bill them accordingly.
After I gather these billing pieces of information from my prospects, I manually write down all this information to the fields shown above in CRM.
What I want is that I want my prospect to fill all these information on Zoho Sign Document and asking these pieces of information to be written down to appropriate fields in CRM. How can I do that?
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