Re-assign best from ZohoCRM
Create professional documents and pre-populate them with data from multiple sources. Minimize manual work, human errors, and time resources; Re-assign Best From ZohoCRM.
Watch API airSlate contract construction and ‘Re-assign Best From ZohoCRM’ feature in action
Learn how to create documents and automate entire document workflows without coding.
![Left hand illustration](http://cdn.airslate.com/landings/874/images/features/illustrations/left-hand.png)
![Right hand illustration](http://cdn.airslate.com/landings/874/images/features/illustrations/right-hand.png)
Powerful re-assign best from ZohoCRM
Learn why airSlate re-assign best from ZohoCRM beats the competition.
airSlate
Conga
Nintex
PandaDoc
Formstack
Pre-fill from any standard or custom object in Salesforce
Pre-fill from any standard or custom object in MS Dynamics 365
Pre-fill from any standard or custom object in NetSuite
Multi-cloud document generation
Template formats (input)
PDF, Word, HTML, Excel
Word, PowerPoint, Excel, PDF
Word, PowerPoint, Excel, PDF
Word, PDF
PDF, Word, HTML, Excel, PowerPoint
Document formats (output)
PDF, Word, HTML, Excel
Word, PowerPoint, Excel, HTML, email and PDF
Word, PowerPoint, Excel, PDF
Word, PDF
PDF, Word, HTML, Excel, PowerPoint
Template builder
Merge related lists
Select Salesforce data via SOQL queries
Conditional logic
In-document calculations
Generate fillable fields in documents
Supported in PDF, Word, HTML templates
Supported only in PDF templates
Supported only in PDF templates
Only Signature field
Generate actionable fields in documents
Update data in Salesforce
Create new records in Salesforce
Update data in MS Dynamics 365
Create new records in MS Dynamics 365
Update data in NetSuite
Create new records in NetSuite
Automatically created custom buttons in Salesforce
Automatically created custom buttons in MS Dynamics 365
Automatically created custom buttons in NetSuite
No-code Salesforce Process Builder integration
Extra cost
Extra cost
No-code NetSuite Workflow integration
Batching
Extra cost
Extra cost
Limited
Scheduled batches
Extra cost
Extra cost
Multi-cloud workflow automation
No-code integration bots
No-code automation bots
No-code archive bots
No-code reminders and notifications, event-based
No-code workflow analytics setup
eSigning
Extra cost
Extra cost
Extra cost
PDF editing
PDF annotations
Contract negotiation
Contract lifecycle management
Redlining documents
Role based document access
Role based field access
Custom workflow routing
Robotic process automation
Web form builder
Integrated payments
Workflow library
Security and compliance
HIPAA compliance
User management
User and access control
Organization administration
Audit trail
Multiple workspaces
Mobile application
In-person signing
Advanced recipient authentication
Recipient attachments
Custom welcome form
Address book
Document import
Document storage
Branching
Signing order
Extra cost
Extra cost
Extra cost
Certificate of completion
Extra cost
Extra cost
Extra cost
Bulk send
Distribute via QR code
File sharing with teammates
Document authoring and collaboration
Expiration for process
No-code analytics
Custom charts and reporting
Custom event-based email notifications
SSO
Not applicable
Not applicable
Choose a better solution
Try airSlate’s all-in-one document workflow automation for free
Automate business interactions with airSlate products
Deploy any business process with an all-in-one no-code automation platform.
No-code Bot automation for any workflow
Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data and using the ‘Re-assign Best From ZohoCRM’ feature.
Use pre-built document generation templates
Browse a library of hundreds of ready-to-use templates. Customize them, connect them to multiple data sources, and start running your automated workflows.
Become an expert in automation
Enroll in any of the airSlate Academy's free courses and learn the ins and outs of automating document workflows with airSlate products.
Generate documents for any industry workflow
By connecting and automating entire document workflows, airSlate helps industries and departments do business faster with less risk, lower costs, and better experiences for customers and employees.
Enterprise-class security and compliance
airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
Choose a better solution
Try airSlate’s all-in-one document workflow automation for free
airSlate improves the way you re-assign best from ZohoCRM
airSlate raises your efficiency to a new level. A combination of robust tools for document generation, building web forms, creating legally-binding esignatures, and using software robots has a huge impact on your and your employees’ daily operations. You don't have to spend hours to re-assign best from ZohoCRM anymore. All you need is a vision of your perfect workflow, and our professional solution will help you turn it into a reality.
How to re-assign best from ZohoCRM:
- Create an account. Go to the airSlate website and complete a simple registration procedure.
- Customize your Workspace. Indicate the name of your company, add its logo, define accessibility for new users.
- Check out the product. Explore helpful tips and tricks to getting started with the solution.
- Start building your first Flow. Select Create New Flow and choose how you want to collect the information you need for you to re-assign best from ZohoCRM or simply upload it to the system.
- Assign Roles. Click the appropriate button at the top of the screen and indicate people that must have access to the Flow and their permissions and responsibilities.
- Set up automation. Add Bots that will integrate your forms with other systems of record or automate the document lifecycle.
- Test everything out. Share the workflow with colleagues and watch your work get simpler.
If something goes wrong or you run into difficulties with automating work processes, consider enrolling in the airSlate Academy courses. They’ll help you learn more about business process automation and available tools. They’ll even provide you with real-life use cases that will help you get ideas for your own business.
Digitize your processes with airSlate
Re-assign Best From ZohoCRM – Create, set up, and automate dynamic no-code document workflows.
Questions & answers
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