Formstack Documents for Zoho
Flexible, branded documents from Zoho CRM. Send quotes, invoices and contracts automatically, with sections that adapt to each record.
Ask us about Formstack Documents for Zoho
Beyond Zoho's templates
Zoho's document templates let you add fields, but not much more. With Formstack Documents you can:
- add optional sections, such as add-ons in a Quote;
- show or hide sections based on other fields in an Order;
- attach the finished document straight to the Deal.
Quotes from your website
Send branded Quotes to new clients automatically when they submit a form on your website.
Recurring invoices
Have subscriptions? Send invoices every month, or after a specific event in the CRM, without lifting a finger.
Contracts and any other document
Send contracts for e-signature, store the signed copies in Google Drive and link them back to the Zoho record. Any document can be connected to the other apps you use.