Leaflet for Zoho CRM

Generate contracts and other documents without ever leaving Zoho CRM

Built for: CRM Developed by: Leaflet Corporation

Leaflet empowers users to draft faster, while still retaining all of the control required to make each document bespoke. Users can select pre-automated forms, answer questions, and generate dynamic agreements with the click of a button.

Leaflet’s Zoho CRM integration enables organizations to take all or part of the document that drives deals and publish them for document creation.

Each questionnaire published in this fashion is called a “Leaflet.” These Leaflets can be automatically filled with values you’ve already entered in your matter, or any other system. Any of the users who have been granted access to a Leaflet can use it to generate as many documents are required for their transaction.

Leaflets are flexible, mobile interviews that you extract from your automated forms and share with anyone who might request documents from you. Leaflets also pull information directly from your accounts to allow you to draft up to 80% faster.

Key Features:

    Tags :

    Deployment type Zoho platform
    Published date Apr 13, 2021
    Version 2.0
    Category Marketing
    Pricing Free
    Vendor Website

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