How does a contact choose their desired option when the proposal is sent? is there a way on their end for them to select the option and sign the proposal?
Thank you for your reply. Do you do customization of zoho one? And how can I schedule a consultation? We are a construction company. We are trying to create a workflow to estimate, manage and bill projects. We’re just having q hard time going through each phase and connecting them
How does a contact choose their desired option when the proposal is sent? is there a way on their end for them to select the option and sign the proposal?
We use Zoho Sign for this. I'll do a separate video on this subject.
does it do esign?
You can connect the CRM to Zoho Sign and send the proposal out for E-signature.
Thank you for your reply. Do you do customization of zoho one? And how can I schedule a consultation? We are a construction company. We are trying to create a workflow to estimate, manage and bill projects. We’re just having q hard time going through each phase and connecting them
How do they accept it and pick which option they wanted?
We use Zoho Sign for this. I'll do a separate video on this subject.
Thank you!
Great video
Thanks for letting us know!
Can merge group item lines per category let’s say do subtotals and then a grand total?
Yes, you can use an aggregate formula to calculate the totals for certain options and then for a grand total as well.