Hi
We're new to Zoho and could do with some friendly advice or suggestions on something we're trying to develop within Zoho.
We've started with Zoho CRM for our own uses but now we want to develop a customised document management tool using other Zoho software for our customers to use within the online accounts they have with us. Our company helps businesses produce professionally written documents Eg sales proposals (the service is targeted at staff members who don't have great writing skills). Our customers produce a draft of the document themselves and then submit it to us. One of of our professional writers then reviews the document and suggests edits and improvements. Up to now we have been using Dropbox. However, we would like to move to a more "interactive" experience whereby the customer uploads their document in their account then one of our writers would make edits / suggestions which need to be visible to the customer (Eg in red). These are the principal items we’ll need :
- Ability to select sections of previous documents and insert those sections into new documents very easily.
- Shared access to working documents is restricted to ‘named’ people.
- Tracking to monitor progress of jobs
- Word and character limits for documents can be set
- Ability to create front covers, index pages etc for documents
- Ability to covert documents to any format - I.e PDF to word.
- Our changes and subsequent changes by the customer need to be date / time recorded
- An effective search system for searching within documents.
Clearly this is a document management scenario and we expect the linchpin of any solution to be Zoho Docs. But we're unsure of which other Zoho products, or combination of products, we'd be best using to achieve all of our desired tool. Zoho Projects ? Zoho Creator ? Zoho Writer ?
We're not developers or coders ourselves. We outsource this. But the person we use needs some guidance from us on this as he is new to Zoho himself !
Any ideas, similar experience, or inspiration welcome !