Learn how to auto-generate a professional proposal document from the Deals module in Zoho CRM, using the built-in Zoho Writer integration. We achieve this by creating a custom merge template and mapping fields in our Deal to it. Set it up once, and streamline your sales process.
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Zoho CRM allows you to connect your sales, marketing, and service teams together on a single platform to track the entire customer life cycle for your business.
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Негізгі бет Generate Proposal Document from a Deal in Zoho CRM
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