Previously with PandaDoc you created your document within the application, but a common question was how to add non-PandaDoc files to PandaDoc? PandaDoc now allows you to add non-PandaDoc files to PandaDoc. You can upload a local file (from your computer), Dropbox, Google Drive, Huddle, Box or Onedrive. File types can be PDF, Word documents,[…]
Social Media has evolved in how your business can utilise Social Media, traditionally Social Media was about listening, collaboration and interaction. Today a business engage in Social Media Marketing and use Social Media as a powerful Sales tool. How important is Social Media Marketing to your business? Have you ever found a customer via Social[…]
One of the ways of making your PandaDoc documents more interesting and easier to read is by including images in-line with the text. PandaDoc not only allows you to emebed an image but also resize the image and text wrap around it. Images in PandaDoc can also be hyperlinks which, if you choose, can open[…]
Four improvements have been made to the Zoho Books Account Transactions Report, these are: Support for multiple accounts. Previously you could only select one account in the Zoho Books Account Transaction report, now you can select multiple Accounts. A group option has been added in the Zoho Books Account Transaction Report. You can group the[…]
When deploying software in your business it is critical that they are integrated business applications. This video explains the benefits of integrated business applications with Zoho. Without integration your customer data resides in silos, to obtain a true customer view you need integrated business applications with Zoho. Integration allows you to build data once let[…]
This presentation from Zoholics 2015 discusses integrated Project Management with Zoho Projects and Zoho CRM. This video will give a quick overview of Zoho Projects, it will also discuss what are the challenges of integrated Project Management tools and how to find a solution. This video also demonstrates the value of having an integrated Project[…]
This presentation from Zoholics 2015 discusses and demonstrates the benefits of integration Zoho CRM and Google Apps. The Partnership between Zoho and Google is the strongest third party (i.e. non-Zoho) integration. Zoho have over 50 points of integration with Google Apps, which is probably one of the highest integrations of any vendor. Over 100,000 customers[…]
Save time by building text in PandaDoc Templates that can be reused. Most company documents contains text which is reused, for example an About Us section. Allow your Marketing team to build standard and approved text which can be used by your sales teams. By using PandaDoc Templates your sales people can concentrate on selling[…]
Sai Venkat from Zoho presented at Zoholics 2015 on some of the advanced customisation that you can complete in Zoho CRM. This included: Advanced Custom Fields, Data Security Settings, Related Lists and Custom Modules. Sai also talks about mapping how data flows in Zoho CRM so that you don’t loose data – for example when[…]
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.