Need to know about the ZOHO Contract integration with ZOHO CRM
Hi Team,
We are trying to create custom proposal using ZOHO Contracts from ZOHO CRM under deal module.
What i need to know can we have automatically create the contract in the ZOHO Contracts and send for the signature to the customer and once he will sign the same the status should update automatically.
Can we have simple few steps:
----> Deal Created ----> Send proposal( Quote)----> Send the quote using Zoho contract fetching the data from the Deal/ Proposal------> Customer sign and update the same.
We are trying to create custom proposal using ZOHO Contracts from ZOHO CRM under deal module.
What i need to know can we have automatically create the contract in the ZOHO Contracts and send for the signature to the customer and once he will sign the same the status should update automatically.
Can we have simple few steps:
----> Deal Created ----> Send proposal( Quote)----> Send the quote using Zoho contract fetching the data from the Deal/ Proposal------> Customer sign and update the same.
Topic Participants
navdeep.sen
Muthu Kumaran R
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Greetings! The API documentation of Zoho Contracts is now available. Please access it from the below link. https://www.zoho.com/contracts/api/introduction.html You can post your queries and problems relating to Zoho Contracts API in this developer forum.