This video will show you how building templates and library text in PandaDoc can save you time when building proposals. Use PandaDoc to create replicable style and format in quotes, proposals and contracts. Building company approved text that can be selected as required to complete a quote in PandaDoc.
This video will show you how to use PandaDoc to build quotes in your documents. Quotes that will automatically add up, calculate taxes, etc. Build one price list for all employees to use. If you have an existing price list this can be imported into PandaDoc.
Zoho have launched the ability to automatically convert a Lead in Zoho CRM When you are working in Zoho CRM, the first point of contact that a potential customer has with you is as a Lead. From here you either need to Qualify them out (Junk Lead, Not Qualified, Unable to do business) or Qualify[…]
PandaDoc is perceived to be quick and easy way to send proposals and get them signed. It does that, and more. One key feature is being able to track, see when a the recipient opens the document. Then you can review what pages they have read and for how long. This video will give you[…]
Create Online PandaDoc is an online document creation tool that is designed to get documents signed faster – be them Proposals, Contracts, Bids, etc. You can either build a document from scratch, use an existing template or drop pre-built templated text into a document. Get The Signature PandaDocs allows your recipient to electronically sign the document[…]
Anad from Zoho presents at Zoholics 2015 with a subject title of Deep dive into Zoho Reports. The agenda of this 25 minute seminar was: Fetch and prepare your data Define business metrics Build advanced visualizations Share with your team
Get familiar with the basics of Zoho Creator, explore the key features and how to get started with Zoho Creator. This presentation from Zoholics 2015 will help you start to build apps with Zoho Creator.
Aravind Natarajan of Zoho presents at Zoholics 2015 abou the best practices when using Zoho Reports. This 15 minute video will help you understand some of the best practices when using a business intelligence tool like Zoho Reports.
Customers ask and enquiry how they can input and shape the development of a product that they are using. Zoho Books is now giving you the opportunity to do so. The Zoho Books Feedback Forum allows you to make or suggest a new feature to the Zoho Books team. It allows you to see what other[…]
At Zoholics 2015, Anand Narayanan of Zoho presented a basic introduction of Zoho Reports. This 30 minute video will help you get familiar with basics of Zoho Reports, and explore some of its key features.