As always......... Great Job , and very much appreciated, as it provides a valuable missing link to recording signed documents as being received within CRM . Any chance to post ......on how the Signed document can be saved to a Lead/ Contacts WorkDrive Folder?
Love this - I'm such a fan of process to improve efficiency - Would love to do a Podcast interview on how you managed to grow your business. I'm starting the Podcast in mid January. As you said there's no point sending you an email. Happy to log it in for a few months time as I know your calendar would be full. I'd love to promote your business to my followers especially those in North America (albeit a small number)
You said that to tie it to a deal is the same, but what field in the document is the lookup to tie it to the deal? I'm sending the zoho sign document from the deal but I'm not sure what id to use in the sign doc
Excellent video as many people works with crms as spreadsheets! I do have something I am struggling to do and is to attach the signed merged document into the crm lead once is signed as I can manage to attach the signature and the form but not the completed and signed merged document Do you have any suggestion to make this work?
Wow... $ 1500. That developer actually must have redevelopped zoho flow. 🤣 Anyways, Lior can you please focus in your upcoming video withsome best practices of ERP Architectures. Something for Solutions Architects.
@@smallbusinessautomation I mean some processes of Zoho are stock built like Quotes and POs. But can we have Purchase Requisitions. Multi dimentional quotes and multi vendors with a quote in which we get multiple prices for multipke quantity of same product.
Excellent presentation and demonstration. You are the BEST
Thank you for the support Tarek!
Thank you very much for this creative solution!! I love watching your videos. I look forward to running my CRM like a Ferrai
Thank you. You are too kind 🙏
Good One... opened my eyes to the power of Zoho Flow
Thank you 🙏
As always......... Great Job , and very much appreciated, as it provides a valuable missing link to recording signed documents as being received within CRM . Any chance to post ......on how the Signed document can be saved to a Lead/ Contacts WorkDrive Folder?
Thank you. I will add this request to my list.
Thanks! Very helpful!
Glad it helped!
Fantastic video. I am doing something right lol.
Thank you!
Love this - I'm such a fan of process to improve efficiency - Would love to do a Podcast interview on how you managed to grow your business. I'm starting the Podcast in mid January. As you said there's no point sending you an email. Happy to log it in for a few months time as I know your calendar would be full.
I'd love to promote your business to my followers especially those in North America (albeit a small number)
I will be happy to do it. Let’s meet and discuss. Here is the meeting link liorizik11.zohobookings.com/#/customer/3848296000000026119
You said that to tie it to a deal is the same, but what field in the document is the lookup to tie it to the deal? I'm sending the zoho sign document from the deal but I'm not sure what id to use in the sign doc
I will try to create another video at some point that explains that,
Oh I need to know now. I can take written instruction on just which variable I am looking at
The structure is different. I will not be able to send instructions. Maybe try with Zoho support and they can help.
@@smallbusinessautomation So it looks like I need to search for the zohosign document id in deals and return the deal id.
Excellent video as many people works with crms as spreadsheets!
I do have something I am struggling to do and is to attach the signed merged document into the crm lead once is signed as I can manage to attach the signature and the form but not the completed and signed merged document
Do you have any suggestion to make this work?
I can’t say I know of a way. Sorry.
How about quotes or work orders that need to be signed/approved by the customer?
You have it built in in zoho books.
Thank You
Thank you 🙏
Great Video. How do you do it with deal module?
Same way. It’s all the same 😎
Can I attach a zoho invoice to the sign document so that as soon as the document is signed it redirects to the invoice to be paid?
There might be a way to do it with zoo flow or coding. I am not sure it can be done out of the box
You can always use workflow rules!
i am realy thank you
Thank you 🙏
Great video. How can I add you as a zoho partner?
Thank you 🙏 here the link www.amazingbusinessresults.com/zoho-partner/
Wow... $ 1500. That developer actually must have redevelopped zoho flow. 🤣
Anyways, Lior can you please focus in your upcoming video withsome best practices of ERP Architectures. Something for Solutions Architects.
Give me an example pls. It’s a big field.
@@smallbusinessautomation I mean some processes of Zoho are stock built like Quotes and POs. But can we have Purchase Requisitions. Multi dimentional quotes and multi vendors with a quote in which we get multiple prices for multipke quantity of same product.