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create schematic drawings in zoho crm with ease
HOW WILL THIS HELP ME?
Quickly and consistently create simple schematic drawings and diagrams within Zoho CRM and use them in your customer quotations or other internal specification documents.
Improve efficiency and ease for your team and deliver high quality documentation for your customers.
The drawing tool is available via a pop-up window from any module in your CRM. You can upload your own background templates for users to choose from along with images and content to build out your diagram. Simple to use, drag and drop interface. Your drawing is linked to a job and can be accessed and edited by other team members easily.
The images can be inserted into other templates you create in CRM and send to customers. There is a version history including who edited last and when. If you have custom images, content or icons you want to use, we can combine them with your drawing tool.
Frequently asked questions
You will need Zoho CRM Enterprise or Ultimate plan to install this solution.
It will take 2-3 weeks upon approval of scope and payment of deposit invoice.
Yes there is an annual fee for for document storage and hosting of your automation script. This can be a waived if you have your own stable environment we can connect to.