Скачать или смотреть Using LogixOne to Quote and Sync to Zoho Finance.

In this step-by-step video, we show you how to streamline your entire quoting and sales process using Zoho CRM, LogixOne EasyQuote, and LogixOne Sync to zFinance.

You'll learn how to:

✅ Create quotes using the native Zoho CRM Quote module
✅ Share quotes with customers via EasyQuote’s custom URL
✅ Let customers review, comment, sign, and accept quotes online
✅ Automatically convert accepted quotes into Zoho CRM Sales Orders
✅ Use the LogixOne Sync to zFinance button to push data into Zoho Finance apps like Zoho Books and Zoho Inventory

This video is perfect for sales teams looking to automate quoting and invoicing workflows while maintaining full control inside the Zoho ecosystem.

Tags:
#ZohoCRM #LogixOne #EasyQuote #ZohoBooks #ZohoInventory #SalesAutomation #CRMWorkflow #QuotingMadeEasy #ZohoIntegration #LogixOneSync #CustomerQuoteWorkflow