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  6. Is there a way to set a proposal template that you can host and send through Zoho CRM?
Anthony J.
AJ
Business Builder & Coach, Helping you find opportunities for growth, funding and increased cash flow.
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Is there a way to set a proposal template that you can host and send through Zoho CRM?

Im looking for a way that once my prospect says they are interested, I can just open my services agreement within zoho and the information is prefilled mostly and then I add any custom pricing or details and send it from zoho
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Thomas S.
TS
Sales Trainer & Business Coach
0
Absolutely yes, there are many ways to do that. One is through certain templates which can be customized, but also using the mail merge action. It's easy and fast.
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Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales fu
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