We are keen to create documents like quotes, contracts, letters from Zoho (i.e. have them dynamically populated with Zoho CRM data) and email them for e-signature, for example to clients. I am looking for someone who has experience with Zoho CRM integrations. I have seen this working with Webmerge and Docusign integrated into Zoho CRM but I am open to any software/solution that is sensible. We have also other Zoho integration needs, such as with WorkflowMax and Xero and hence are looking for someone who can support us in the longer term.
About the recuiterMember since Sep 23, 2017 Ellie from Cavan, Ireland