User-friendly, affordable, and packed with different features, DocHub is a healthy and cost-efficient alternative to Zoho Docs. Try it now and learn how to squeeze the maximum of our solution with easy-to-use feature shortcuts.
Mark from Boosted CRM demonstrates how to send an email to a client in Zoho, allowing them to open a link, fill out a form, and submit it. The information will be populated in Zoho and attached as a PDF. Clients can also add a signature to the form. Links are provided for filling out forms for both contacts and opportunities. This process streamlines data collection and submission for clients.