Smart Software For Maverick Entrepreneurs

By: CreatorScripts | January 07, 2016

Create the same proposals over and over again can be a boring and time-consuming task, but it is an important part of the sales process.  Across your entire sales team, you need to present a consistent message and value prop to your customers. 
 
With that in mind, you’ve setup templates for your sales team to use to generate proposals, quotes, and more, but over time those templates slowly change as each sales person makes small modifications.  Before you know it, you’re back to square one with everybody using different versions of documents.
 
With WebMerge, you can ensure everybody is using the same version of documents and you can easily integrate with your favorite sales CRM like Zoho CRM.  WebMerge can take your templates and automaticall...

Category: Zoho CRM 

Tags: Webmerge 

By: CreatorScripts | October 02, 2015

Managing your HR processes can be a daunting task.  From collecting new employee information, tracking time off, and handling payroll, there is a lot to keep track of and a lot of documentation to go along with it.  No sweat!  There’s a great tool called ZOHO Creator and you can build a customized HR app that allows you to manage all of your HR data across your entire business.  Then, combined with WebMerge you can generate employee contracts, insurance applications, state forms, and more.

In this example we’re going to show you how you can generate new employee intake documents with WebMerge when an employee is added to your ZOHO Creator app.  We’ll be generating a new employee contract automatically with a little added help from Zapier.

To ...

Category: Zoho Creator 

Tags: Webmerge, Zapier 

By: CreatorScripts | September 15, 2015

Managing your sales opportunities in Zoho CRM is a great way to keep your sales team focusing more on selling and less on the tedious tracking and data entry.  With that in mind, you can save your sales team even more time by automatically generate sales documents using WebMerge.


In this example, we’re going to show you how you can automatically generate an invoice when the stage of a potential is updated to “Closed Won”.  We’re going to use the Webhooks feature of Zoho to automatically send data to WebMerge.


To get started, let’s setup our invoice template in WebMerge.  We’re going to use the online document builder to create our template.  Form the Documents page in WebMerge, click the New Document button, then type in a name.  On the...

Category: Zoho CRM 

Tags: Webmerge 

By: FMRR | January 26, 2014


You have built a well rounded database in Zoho Creator. Data entry is a breeze and Reports are coming out of the system in a second, but are you really leveraging all its potential?
I will assume you have given some thought about integrating your data into your business processes and take the automation "cloud" era into the next level. Not sure how to do it.
There are multiple ways to skin a cat. However, there are few options that allow you to do it with ease at a very low cost. Below you will find my recommendation to accomplish this task if the only thing you know about computers is "copy & paste" well maybe a little common sense?
I would say you have a good chance of succeeding.
Step 1. Open an account with itDuzzit....

Category: Zoho Creator 

Tags: Webmerge 

Tags

Entrepreneur

HTML

PDF

Word

API

Geolocation

IP Address

Rapleaf API

Email

Pages

Deluge Scripts

Google API

Custom Functions

Gapps

Developer

Webmerge

Creator Scripts

Online Database

Online Tools

Email Marketing

Key Benefits

Sales and Marketing

SaaS

LTV

Barcodes

Hacks

Ted Talks

Quickbase

Spreadsheets

Integrations

Apps

Remote Support

How To Videos

Business Intelligence

Security

Mobile

Zapier

Presentations

Mileage Tracking

LastPass

LogMeIn

Google Analytics

Google Chrome

Expense Receipts

Pivot Table

Reminders

Printing

MS Access

Zoho Creator

GrowthHacking

Productivity

Macros

zohodevs

QR Code

Inventory

Send Email

Fetch Records

digitalnomad

startuplife

hustle

Loyalty

NPS Survey

onlinemarketing

socialmediamarketing

contentmarketing

ladyboss

Gamescope

twitter

HR

Monster

Dice

Zip Recruiter

Zoho Invoice

Wepay

Cashflow

startup

GameofThrones

BI

bigdata

peterdiamandis

online survey

olympic games

Email Receipts

success

Email reminders

business email

zoho mail

Scheduled Emailing

Applicant Tracking

AT

online quizes

online quizzes

Ladyboss

Subforms

G Suite

Invoicing

Image Management

Iterations

Pricing

Price Books

ImagesAPI

GettyImages

iStock

Thinkstock

Ash Maurya

Nick Smith

Jonathan Taylor

Dashboards

randomness

Colombia

Hosting Email

zohomail

Phone Format

Gmail

ZohoCRM

viralloop

ifttt

northstar

metric

fax com

optimization

reducecosts

Cloud Software

Zoho One

Spectre

Meltdown

chatbots

Adwords

Tradeshow

Live chat

Zia

AI

Phone Validation

Zoho CRM

Data Backup

Dropbox

SEO

Shopify

Facebook

Checkr

Human Resources

People

Recruiters

Website

CSS

HubSpot

ZohoAnalytics

Zoho Social

digitaltransformation

Recruiting software

Streamline hiring

Zoho

Zoho recruit

Zoho Books

accounting software

gst filing

Automation

Customer Engagement

custumer journeys

Digital marketing

collaboration

Online Meeting

Zoho Marketplace

applicant tracking system

hiring

HRMS

recruitment

zoho recruit

CRM Award

CRM Software

PCMag Business Choice Award 2019

candidate onboarding

Employee Onboarding Software