Sync Quote in CRM with Zoho Sign

Sync Quote in CRM with Zoho Sign

Hi guys, 

I create quotes in CRM and send them to my prospects. When they accept my quote - in other way of saying offers -, I write all these quote information to the contract and asking them to sign it via Zoho Sign. 

Here're the images: 


This is the quote I generally create when I send them to my prospects to review my offer. 

After they say they're accepting the offer, I write down all these quote pieces of information to my contract on Zoho Sign manually. 


What I want in this stage is that I want my quote pieces of information to be written here automatically. I don't want to be needed to fill all these blanks manually that I already created by creating a quote. Here's a basic workflow: 

  1. Creating the quote in CRM assigned to an Account and a deal 
  2. After confirmation from my prospect,
  3. I manually fill these fields manually that I already have written in quotes. 
  4. Sending that contract with Zoho Sign to my prospect. 
Desired workflow: 
  1. Creating the quote in CRM that is assigned to an account and a deal 
  2. After confirmation from my prospect, 
  3. Automatically update contact details from CRM(Account Information, Quote Information etc.)
  4. Send it to my prospects. 
How is that possible? 



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