Last year, we released Document Library, which made it easy to manage all your sales collateral, marketing material, proposals and more, right within Zoho CRM. Now, we’ve gone a step further and improved our editor in Zoho Docs to support chat collaboration and real-time editing.
Take this case of the Sales Team at Zillum Corp. Patricia, one of the sales reps, is excited! She has just closed a big deal, which she had been working on for a few months. She starts working on the Service Level Agreement, and notices some sections that require help from her manager and the legal team.
She shares the document with Charles from the legal team, and instantly he is notified about the document via email. When Charles views the document, Patricia gets an alert, and she can even chat with him then and there! That’s not all, she can also see what Charles is revising, and in turn, Charles can also see the changes Jasmine is making. And the whole document is finalized in a matter of minutes and sent to the customer.
The new editor is available in Zoho Sheet, Zoho Writer and Zoho Show. Do try this feature and let us know what you think.