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Zoho CRM integration with Zoho Contracts enables your sales team to close more deals faster by significantly reducing the contract cycle times.
With this integration, salespeople can initiate new contract requests directly from the deal/potential record in Zoho CRM and track the contracts' statuses from the Zoho Contracts section in the respective records' related list. They can also download the contract document and send it as an email attachment to the account in Zoho CRM.
The contract request will be sent to Zoho Contracts, and a PDF document of the contract will be available in Zoho CRM. The account in CRM will be automatically added as a counterparty in Zoho Contracts with all the details, and a contract will be created. The created contract will be auto-assigned to a contract owner based on the assignment configuration you set at the time of the extension installation.
You can download the document from Zoho CRM or send the document as an email attachment to the contact associated with the potential's account. Users can also add other recipients in the mail composer.
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