Formstack Documents for Zoho CRM

Documentation and organizer extension.

Built for: CRM Developed by: Zoho Corporation
700+ Installs

Automate contracts, simplify quotes, and streamline proposals for your sales reps with FormStack for Zoho CRM. Merge CRM data into documents to easily generate contracts and proposals and close deals faster.

Key Features:

  • Seamlessly merge Zoho CRM data into a FormStack document automatically to create contracts, proposals, invoices, and quotes
  • Customize your recipients—set up recipient lists to deliver only to specific people.
  • Create professional-looking documents in all major file formats such as .doc and PDF.

Tags

Deployment type Zoho platform
Published date Jul 6, 2016
Version 1.0
Latest Released date Jun 28, 2022
Category Sales
Pricing Free
Vendor Website

Compatible Editions

  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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