Collect customer info, create customer, generate estimate, and send signing request
Collect customer info, create customer, generate estimate, and send signing request
Collect customer information through Zoho Forms, create a new customer and generate an estimate in Zoho Books, then send a signing request via Zoho Sign. Achieve faster onboarding and clearer communication with your clients.
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Overview
Collect customer information through Zoho Forms, create a new customer and generate an estimate in Zoho Books, then send a signing request via Zoho Sign. Achieve faster onboarding and clearer communication with your clients.