Hi
I want to simplify the creation of contracts for prospective clients.
I use Zoho CRM to capture the lead/account/contact etc
I use a linked Zoho Creator app to capture the technical specifications of their requirements.
Some requirements would be a simple merge field - data captured goes into contract as is.
Other fields may be conditional. If one option is selected, then add a block of text to the output (e.g. terms or conditions).
Some fields may be dependent (can't choose option 7 if you didn't previously choose option 2).
I like the fact that my approach it is integrated into the CRM process.
Can anyone comment on the suitability of ZC for this work?
thanks
Brendon