Showing posts with label Ladyboss. Show all posts
Showing posts with label Ladyboss. Show all posts

Friday, August 25, 2017

Automatically Populate PDF and Word Documents from Zoho Forms



Using online forms on your website can be a great way to collect information form new leads and customers.  With a tool like Zoho Forms you can easily build mobile-friendly forms that can be embedded directly in your website.

Add WebMerge to the mix and you can automatically take the information being collected through Zoho Forms and populate templates that you have setup in WebMerge.  You can easily generate PDF & Word documents like invoices, proposals, contracts, letters, and more.

In this example, we’re going to show you how to automatically generate a sales proposal with data collected through the Zoho Form on our website.

To get started, we’re going to setup the template for our proposal using a Word document.  In our Word document, we’re going to add our repeated information like our logo, address, and company details.  For the spots that we want to insert our lead’s details, we’re going to use merge fields that look like {$FirstName}, {$LastName}, {$Address}, etc.

Here’s what our proposal template looks like:
 

Once we have our template finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name.  On the next step, pick Office Document as the document type then pick the file from your computer.
 

After you’ve uploaded your template to WebMerge, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file.  For this example, we’re going to generate a PDF and include the name of our lead in the file name.
 

Next, we’re going to setup the delivery of our document so that the proposal is automatically emailed to our lead.  From the Deliver tab, click the Edit button under the default email delivery.  For the To address, we’re going to choose the merge field we have in our document for the lead’s email address.

If you don’t have a merge field for the email address, choose <<Other>> from the dropdown, then enter something like {$Email} in the box.

Feel free to modify any of the other email settings.  You can add merge fields there too.
 

Once you have your email delivery setup and saved, you’re done with the setup process in WebMerge and we’re ready to hook up the document with our Zoho Form. 

Inside Zoho Forms, we’re going to add the WebMerge integration to our form.  Under the Settings page for your form, click on the Document Merge tab, then choose WebMerge.  After you enter your API Key, Zoho will have you pick the document you want to merge
 

Once you pick the document that you want to merge, Zoho will load a list of the merge fields in your template.

For each merge field, you need to pick the corresponding fields from your Zoho Form.  This tells Zoho how to send your data over to WebMerge so that it is populated in the correct spot on your template.
 

Once you have matched up all of your merge fields, you’re done with your integration and you need to Save.  We’re ready for a test!  Go submit a new entry on your form and Zoho will take that information, send it over to WebMerge, and your proposal will be generated.

Here’s what our proposal looked like ready for the lead:
 

Congrats, you’re all finished!  You can now automatically populate all kinds of documents with data from your Zoho Forms entries.  Can you think of any other ways that you can use WebMerge to simplify your paperwork process?

Monday, October 17, 2016

32 ideal Small enterprise capabilities That’ll radically change how you Work

Let’s discuss small company services. do you need them?
grasp on—a “company provider” is some thing best those mega-firms and overseas chains use, correct? No entrepreneur worth their salt, bootstrapping their strategy to achievement and success, would pay different individuals money for jobs that they may do… right?
definitely, no.
You see, as a small business owner, you've got one resource that’s greater valuable than all of the relaxation mixed:
Time.
There’s just one of you—but there’s a whole world out there you wish to triumph over. You’ve acquired the day by day maintenance of your enterprise, the massive tasks you’re working in opposition t, the moonshots you’re dreaming of, and a million and one other abnormal jobs besides. however the greater you reach for, the earlier you’ll recognize that you simply simply can’t do it all in your own.
each a success small business owner is aware of when to cut their losses and focus their time, power, and attention on what’s really crucial. if you’re spending too many hours on doing your personal bookkeeping or researching how to code your personal weblog, then it could be the second to take a step lower back and ask…
is that this in reality the top-quality approach i will contribute to my enterprise?
If the answer isn't any, then deciding to buy one or a number of small business services to do those jobs for you could go a protracted way.
Or then again, you may are looking to examine some free small enterprise services that can help you lessen fees. You can be surprised through what sorts of advertising initiatives and prison counsel that you would be able to get through discovering the appropriate functions.
listed below are the proper 32 small enterprise capabilities that each one entrepreneurs should trust investing in.
Small enterprise features: Accounting application
Most small business house owners aren’t accountants, however all small business owners need to be privy to their revenues, spending habits, money flows, and the other financial facets of their agencies.
There’s a middle ground, though: you shouldn’t be getting lost in your books. be sure you be specializing in becoming your enterprise, the use of those financials to make smart decisions. The appropriate accounting application can assist you bear in mind your financial circumstance with out sucking hours and hours of your time.
here are one of the vital top-rated small company capabilities in the accounting area.
1. QuickBooks online
Intuit’s online accounting providing, QuickBooks is a favourite small enterprise carrier among entrepreneurs trying to streamline their bookkeeping. whether you’re a cafe proprietor, a web shop supervisor, a freelancer or consultant, or a further type of small enterprise proprietor altogether, QuickBooks has whatever for you. It’s bought the basics that anybody can use without problems—nonetheless it also comes with a number of advanced options and settings for the in particular curious.
in case you’re satisfied, QuickBooks online is available in a couple of diverse plans, with the least expensive at $9.ninety nine monthly. And don’t forget to element in the 150+ business apps that QuickBooks integrates with, each of which can make your existence that a whole lot easier.
2. FreshBooks
FreshBooks is the huge QuickBooks competitor, and many of the aspects are practically the same. considering the fact that everyone has their own preferences, you could want to are trying both out for a spin and spot which you discover greater intuitive, however in terms of performance you received’t go incorrect with both of those small enterprise capabilities.
here’s whatever thing of note, though: FreshBooks has an certainly effortless-to-use cell app that enterprise homeowners who stability books on the go might be swayed by means of. in case you’re inspecting your price range far from a laptop, FreshBooks could have the facet over its competitors.
3. Wave Accounting
in case you’re now not stricken through advert banners, then believe signing up with Wave—a free accounting application for small company owners. despite the fact there are also top rate aspects and stunning customer provider alternate options obtainable in case you dish out some dough for an improve, Wave offers the entire necessary basics for small enterprise accounting.
Who ever noted small business features had to cost you?
4. Zoho Books
perhaps “small enterprise” is a little ambitious for you—you’re hunting for accounting utility that suits your extra-small size.
Zoho Books can be precisely the choice you desire. basic, simple, bendy, and mobile-pleasant, it’s a good option in your bookkeeping. And don’t let their $24/month fee tag scare you away, since you’d basically be paying more with the above alternate options to get the same set of features you obtain with Zoho Books. From estimates and invoices to unlimited initiatives and clients, Zoho Books gives you complete control over your small company’s finances.
5. Xero
primary because the QuickBooks option, Xero is an easy and in your price range small enterprise provider that can prevent funds without reducing out anything essential. With that talked about, one in every of QuickBooks’ biggest attracts is its popularity… So in case you work with an accountant or bookkeeper, it’s way greater possible that they’re using QuickBooks than very nearly anything else.
6. Sage One
With a spotlight on handy accounting, Sage One promises to eliminate all these perplexing charts and preserve things primary (with out sacrificing the complexity you want!). which you could get just the cellular app at no cost, pay a low monthly cost for the simple program, or improve to $33 a month for the top class experience.
7. Outright
Outright—often known as GoDaddy Bookkeeping—helps entrepreneurs make tax season a breeze with computerized financial statistics crucial and organization, schedule Cs, and invoicing. put off the time and energy burden that tax season lays on you.   
eight. Quicken
also created through Intuit, Quicken serves as a home to your personal and business financials in a single region. if you’re based in your home or your operation is in fact super additional small, then here is a sensible option to the larger, extra expensive apps above.
besides the fact that children, do notice that it’s most effective available for home windows at the moment!
Small business functions: web hosting


if you’re planning on putting your small business up on the internet—and you basically may still be—then you’re going to need a web host.
(in case you don’t know, a web host is a corporation that gives you house to keep and display your content material, whether it’s a personal weblog or an e-save. You’ll want to pay special attention to internet hosts with respectable consumer service, unlimited bandwidth or disk space, and low downtime allowances. here’s a guide to what be sure to seek.)
These small business features can’t go omitted—mainly on account that an online presence, in this day and age, is an absolute ought to. listed below are just a few web internet hosting small company capabilities that verify all the right containers for small business house owners.
9. HostGator
limitless internet hosting, unlimited domains, limitless bandwidth, free advertising credit, free net apps and equipment, and superb customer assist: that’s what you get for simply below $6/month with HostGator’s business plan. in case you’re taking it sluggish, you can pay even less for simply the basics, besides the fact that children. as far as web hosting small enterprise capabilities go, checking this one out is a need to.
10. SiteGround
youngsters you won’t get any Google AdWords advertising credits with SiteGround, you may be working with a 99.9% uptime guarantee… Which means your website may still be as protected, relaxed, and operational as you desire and need. And if your small marketing strategy includes a WordPress weblog, SiteGround could be in particular attractive. Plus, they carry out each day server backups to be sure your content material is well cared for.
eleven. Netfirms
With an intuitive control panel and beneficiant ensures, Netfirms also provides advertising and marketing credits, site templates, and a 24/7 customer carrier crew to call home about. They’ll also support you look for, register, and at ease a website identify if you haven’t yet.
12. InMotion hosting
On appropriate of the common aspects, InMotion internet hosting also promises merits like unlimited business electronic mail addresses, effortless website growth plans, and more that might be very attractive to a small business proprietor.
despite the fact, make sure to note than even their most costly plan doesn’t offer unlimited domains for a single account. in case you’re simplest operating one enterprise, that shouldn’t pose a problem, however reckoning on your plans it could be value since.
13. GoDaddy
You’ve doubtless heard of GoDaddy: on the planet of web hosting, it’s one of the most extra popular brands round. They offer a number of distinct pricing plans, but almost always have rotating specials which you can (and will!) take capabilities of when setting up your enterprise’s website. They’re additionally primarily pleasant towards WordPress installations.
14. BlueHost
A GoDaddy competitor, BlueHost presents most of the equal tiered charge alternate options—with basically identical phrases. that you can additionally buy website migration features, 1-click on website internet hosting, and cloud hosting options, reckoning on your wants.
Small company capabilities: electronic mail purchasers
chances are high relatively high that you simply use email, oh, on daily basis. For small enterprise house owners, electronic mail is all-important: it’s regularly the conversation channel of option in your purchasers, personnel, suppliers, producers, and everybody in between. individuals spend practically 30% of their time at work doing anything related to e-mail, definitely.
The point is, you should definitely make sure that the e mail client you’re the usage of is as much as snuff. whereas there are a number of free options accessible, many with effective characteristic lists, a hit businesses pay for e-mail valued clientele for a reason. There are just some equipment that simplest a enterprise will want—and, frequently speakme, will need to pay for.
listed below are a couple of e-mail customer small business functions to consider.
15. Gmail for business
despite the fact the wildly universal Gmail app is free to use and full of positive equipment, Gmail for enterprise offers much extra flexibility and vigor for only $5 a month. You’ll get unlimited storage, 24/7 customer provider, superior controls and permissions, mobile device administration and security, a strong uptime guarantee, and extra—together with, of course, your personal company’s name within the e-mail handle.
And once you’ve grown huge sufficient, that you would be able to also trust Vault, Google’s advanced enterprise email customer. It comes with user audits, criminal freezes that prevents electronic mail and chat deletions, superior archiving, and lots greater.
16. ZohoMail
if you’re looking to pay much less and don’t believe you want all of the storage that Gmail presents, trust ZohoMail. youngsters their reduce price aspect also comes with a few drawbacks, this small business provider is largely indistinguishable from its huge competitor. although, there's one different huge knowledge: ZohoMail also syncs with a ton of company apps, helping you manage every little thing from stock to human elements.
17. Microsoft Outlook
From video conferencing to 1 terabyte of storage, Microsoft’s suite of small enterprise features is relatively hefty… together with Microsoft Outlook, a tried-and-genuine enterprise e-mail client. The administration features available at a relatively low-cost are tremendously constructive for turning out to be companies, as smartly.
18. Rackspace
one other alternative you could now not have heard of except you’ve been investigating the electronic mail issuer side of small company features, Rackspace presents an chiefly robust consumer carrier kit with 10 global records centers and over three,000 cloud engineers. They additionally aspect out how greater than half of the Fortune one hundred, alongside lots of alternative international agencies, have chosen Rackspace as their committed cloud-based electronic mail host.  
Small company services: HR utility
You may think that only large organisations want fancy issues like software for human resources, but that might be a mistake. in reality, HR software is without doubt one of the more standard small business features available: more than half of all organizations plan to purchase HR software within the next 1.5 years for decent purpose.
without difficulty put, HR utility helps you manipulate your work efficaciously, keep away from personnel problems that may hurt your company, and “centralize your workflow” (or, in English, reside organized). Small organizations in certain face a few challenges that may hurt them ultimately, from finding and preserving the top-rated employees to dealing with talents compliance concerns.
listed here are some small company features that may help.
19. PeopleMatter
From recruiting to scheduling, PeopleMatter helps you manage your body of workers smartly, in particular in case your small company operates within the provider business. you can access this app over the cell or on your cellular device, like over 300,000 different groups do, for simply $89 a month.
20. Cezanne
You could’ve heard of Cézanne the painter, but did you comprehend it’s an HR management application, too? Designed with small agencies looking to scale in intellect, Cezanne is a cloud-based platform that charges based on what you need. beyond the basics of fitness and security compliance, training, disciplinary actions, etc, which you could select amongst a group of “modules” they present—like analytics and payroll options.
21. namely
A startup for startups—and different small but turning out to be businesses—particularly presents an especially consumer-friendly provider to these trying to enrich their human resources administration. From payroll, benefits, and time monitoring to its pleasing social media performance, this small company service makes HR extra ordinary to your employees.
22. BambooHR
Enter: BambooHR. With a cheap fee tag and an easy-to-use interface, this net-and-cellular app could be an excellent HR management device if you’re attempting to find a wide selection of features with out getting misplaced in an guide guide or breaking the bank.
23. Jazz
Jazz is much less of a capture-all HR solution and extra of a recruiting tool for small businesses. through Jazz you’ll be capable of quite simply put up job postings, collect an inventory of acceptable applicants, get referrals, make history tests, deploy interview appointments, and greater. if you’re seeking to develop, small business functions like this may help.
Small company capabilities: felony guidance
did you know that 20 million civil instances are filed each yr?
60% of those are contract disputes, while 11% are tort cases—a category that contains slip-and-falls, employment discrimination suits, and extra. And unluckily, many of these suits are brought towards innocent small company house owners with out the time or components to shelter themselves in opposition t wrongful accusations.
Plus, all small company house owners will need criminal support at some point, whether it’s to help hammer out a partnership contract or to put in writing up a contract.
however lawyers are expensive.
fortunately, there are a variety of small business services available that can aid you manipulate the legal aspect of your entrepreneurship.
24. Rocket legal professional
if you’re hunting for help creating felony files, reviewing contracts, and signing types online, then Rocket attorney is a type of must-have small enterprise features. There are a few distinctive free trials that you may test with, however unlimited criminal files and answers to your law questions from real existence attorneys comes on the low rate of $39.95 per month.
25. LegalZoom
whereas it’s slightly more affordable at only $23.ninety nine per 30 days, LegalZoom costs additional for providing and filing definite prison documents. despite the fact, they stability the scales by means of giving you entry to actual attorneys, who will analyze your documents and talk you via your legal concerns grade by grade.
26. Avvo
Ever just are looking to grab a lawyer and ask them a brief query… with out paying through the nostril for his or her reply? take a look at Avvo. They present free on-line Q&As, in addition to $39 fixed price mobilephone conversations with legal professionals appropriate if you happen to want them—you just enter the theme, put up your request, and wait a normal of 8 minutes to get your call.
27. Nolo
Nolo is in fact a forty-yr-old network of felony websites bundled collectively—a lot of it at no cost. With a complete legal professional listing, over 50 sites with criminal content material, and hundreds of eguides, templates, pattern kinds, and greater, you’re sure to locate what you should run a successful small company.
28. LawGuru
need free felony tips? seem no extra than LawGuru, another one of those prison-oriented small business features that gives solutions to your questions from certainly one of their 8,800 exact attorneys. The website is relatively straightforward, and you'll get precise solutions to your problems appropriate away.
although, as with every of those small business services giving you legal counsel, it’s all the time crucial to keep in mind that remember to discuss with a lawyer earlier than making any big ultimate decisions. whereas getting low in cost information online can support you cut costs, the specifics of your business (that only a committed lawyer would know) may dramatically alternate your situations.
Small enterprise services: everything Else!
whereas we’ve covered a great deal, there are a lot of other small business features available that each entrepreneur should still use. Let’s take a look at just a few.
29. WordPress
We spoke of WordPress in the internet hosting part as a result of lots of hosts make it some extent to integrate seamlessly with this running a blog platform.
Why?
since it’s powerful, conventional, and particularly helpful! You could feel that your particular small enterprise wouldn’t advantage from a weblog… however you may well be surprised. a success blogs are low-priced to retain, easy to replace, and useful for gaining new shoppers and conserving old ones fascinated.
WordPress makes it simple to own and operate your personal business blog for as little as $2.99 monthly—though you may need to opt for the enterprise kit if you’re attracted to integrating with Google Analytics, customizing your designs and issues, and extra.
30. HARO
I scratch your returned, you scratch mine: that’s the principle at the back of HARO, or aid A Reporter Out. by means of connecting newshounds, writers, editors, researchers, and the like with consultants of their respective fields—such as you, for instance—HARO helps one aspect get the facts straight while the different facet gets free exposure.
even if you’re interested in making media connections or getting your business name available without deciding to buy a PR enterprise, don’t fail to notice this (free!) chance.
31. Dropbox
once in a while small enterprise house owners can believe overwhelmed with the aid of how an awful lot stuff they have. Social media pictures, advertising plans, financial documents, contracts, invoices, designs for future products… Your computer can get fairly cluttered.
If that sounds typical, then are trying out a provider like Dropbox. With Dropbox that you would be able to host information on the cloud, browse your folders on a pc or a mobile phone, and greater—at no cost, in case you’re storing sixteen GB or much less. Plus, Dropbox company offers unlimited area, file recovery, administrative controls, and greater.
32. Mailchimp
We coated electronic mail consumers, but Mailchimp is an electronic mail advertising tool.
here’s the change: e-mail valued clientele are small enterprise services that give you the house to host emails and the equipment to control them. An email advertising provider helps you use your email to get valued clientele to engage along with your business via promotions, newsletters, reminders, and so on.
Mailchimp is particularly excellent for clean entrepreneurs as a result of they present 12,000 free emails a month, provided that your email checklist is 2,000 subscribers or much less. Their emails are effortless to design and make your personal… Plus, you’ll get analytics tools and constructed-in signup varieties for fb, Twitter, and WordPress.
And for just $10 a month, which you can get further points like time zone-primarily based delivery, chat guide, and greater. if you’re reached over 2,000 subscribers, then an e mail advertising and marketing carrier pays for itself—and commencing free isn’t too shabby, either.
The bottom line on Small enterprise features
no matter if you’re looking into small company functions to release your time or lessen your fees, you’re doing the appropriate factor.
No entrepreneur reaches success all on their personal. eventually, you’ll deserve to take a tough examine what you need to be doing and what you can outsource to a carrier instead.
let us know in the feedback if we’ve ignored any of your favourite small enterprise capabilities!

Saturday, May 14, 2016

Zoho Reports New Enhancements in Conditional Formatting

Conditional Formatting in Pivots and Summary Views offers enhanced features like adding/formatting text and icons to highlight your condition in addition to the earlier formatting capabilities. Click to know more.



Wrapping Column Headers in Pivots and Summary Views
Zoho Reports now allows you wrap lengthy column headers in Pivots and Summary Views. You can use this feature by clicking the Settings button in the toolbar and selecting Wrap Text in Column Headers.