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Merge CRM Implementation Proposal Template

Merge CRM Implementation Proposal Template

Aug 6th, 2022

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How to Merge CRM Implementation Proposal Template

5 out of 5

24 votes

The tutorial discusses automation features for quoting in business, highlighting two options: simple and complex quotes. Simple quotes are straightforward, typically consisting of a few line items in a one-page estimate format. For these, integration with Zoho Books is recommended, allowing easy management of estimates. The speaker demonstrates how to find the integration, noting that Zoho Finance serves as the connector between the CRM and Zoho Inventory. For more complex quotes, which may involve contracts or detailed proposals, different strategies may be employed. The session aims to clarify how businesses can efficiently utilize quoting automation based on their needs.

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