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