How do you create visually stunning proposals using Zoho Books/Invoice/CRM?
Hey guys,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
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________