Zoho CRM Quote sent via Zoho Sign. Template set up
Hi,
I am trying to set up a Zoho CRM to send quotes via Zoho Sign to automate the process.
I would like to set it up so that whenever a quote is sent to the client, I don't need to drag the various signature fields onto the document.
I think I would usually do this in a template in Zoho Sign, however, the quote document will vary every single time and the quote document is generated by CRM so I cannot see how I can attach this to a template in Zoho Sign.
Has anyone else got this set up and if you do, how is this done?
Thank you
Hayley
Topic Participants
hayley.pool
Shravan Athre M
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