Generate proposal PDF, find deal entry, and update CRM in Zoho when proposal is approved in ArcSite
Generate proposal PDF, find deal entry, and update CRM in Zoho when proposal is approved in ArcSite
Export your approved proposals as PDFs and update the corresponding deal entry in Zoho CRM. This process accelerates your proposal management and keeps your CRM data current for better tracking and reporting.
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Overview
Export your approved proposals as PDFs and update the corresponding deal entry in Zoho CRM. This process accelerates your proposal management and keeps your CRM data current for better tracking and reporting.