[Webinar] Automate sales and presales workflows with Writer
Sales involves sharing a wide range of documents with customers across the presales, sales, and post-sales stages: NDAs, quotes, invoices, sales orders, and delivery paperwork. Generating and managing these documents manually slows down the overall sales cycle, which delays revenue and decreases sales productivity.
That's why our next webinar is focused on how to automate and streamline document creation and sharing across all stages of your sales cycle.
Join us on Sept. 11, 2025, for a webinar on document workflows in sales operations. We’ll showcase how Writer can help save time, reduce errors, and maximize productivity.
Choose from two convenient sessions:
Region | Time | Registration link |
India and APAC | 2 PM (IST) | |
USA and Canada | 2 PM (EDT) |
You'll learn how to:
- Generate NDAs, quotes, invoices, and payment receipts using predefined templates.
- Automate presales document workflows, such as generating interactive quotes and dynamic NDAs with conditional clauses based on the deal type.
- Simplify post-sales workflows like generating delivery documents and attaching them to the customer's records in CRM.
You’ll also get to see a live demo of these features and learn how they can fit into your sales workflows.
We look forward to seeing you there!
Best regards,
Zoho Writer Team
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