Скачать или смотреть How to update CRM records with the data from filled forms using Zoho Writer

Are you looking to simplify your loan negotiation process? In this step-by-step tutorial, we will explain how to send prefilled loan agreement forms to your customers to let them fill in the loan amount, number of installments, and after the customers submit the form add the data from the filled forms to specific fields in CRM record and attach the filled form to the record.

Helpful links:
About Zoho Writer: https://zoho.com/writer/
Features: http://zoho.com/writer/features.html
User Guide: https://help.zoho.com/portal/en/kb/wr...

Zoho Writer's document automation templates:
Mail merge templates: https://zoho.com/writer/mail-merge.html
Fillable templates: https://www.zoho.com/writer/create-fi...
Fillable PDF forms: https://www.zoho.com/writer/convert-p...
Sign templates: https://www.zoho.com/writer/sign-docu...
Advanced automation flow designer: https://help.zoho.com/portal/en/kb/wr...
Groupby and aggregate data in mail merge templates: https://www.zoho.com/writer/groupby-a...

Desktop app: https://www.zoho.com/writer/desktop-a...
Free demo: https://zoho.com/writer/free-demo.html

#documentautomation #mailmerge #prefilledforms