zDocs Pro
Fast, easy-to-use Windows software to write, scan, archive and view documents!

zDocs Pro is coming out soon with a standalone version!

Announcing a new version of zDocs Pro that has it's own built-in CRM! Completely self-contained and Windows-based, it will offer a fast, easy-to-use integrated system to write, scan and archive records, without requiring a separate database or subscription! Non-Zoho CRM users will have a new resource to speed office workflow. Coming to you in 2019.


Please go to our Contact Us page and sign up to be notified of our release date.

 

zDocs Pro - Docs in a Click!


What is zDocs Pro?

Every business struggles with how to efficiently create letters and other correspondence, figure out and implement the most productive way to scan documents, and how and where to store them so that they are safe and instantly available when needed.


Now, there are solutions to these challenges. Enter zDocs Pro.

zDocs Pro is fast, easy and innovative, Windows-based desktop application that brings document writing, scanning and viewing to Zoho CRM. This popular cloud-based service is actually built into the desktop application, and the document features are wrapped around the CRM.


zDocs Pro is fast, easy and innovative, Windows-based desktop application that brings document writing, scanning and viewing to Zoho CRM. This popular cloud-based service is actually built into the desktop application, and the document features are wrapped around the CRM.

 
Writing documents in MS Word with data merged from any CRM is often a laborious, manual task. With zDocs Pro, all document template settings such as the document name, place to store the created document, and all printer settings are preset by the user. To create a new document, you simply click on one button! Immediately, zDocs Pro goes to work in the background, merging the data and creating the document. Once the button is clicked to create the document, the program is immediately free to go on to the next record and tasks - no waiting!


To scan a document, all document and scanner settings are preset (again, by the user), including the scanning resolution, one or two-sided scanning (if your scanner supports this feature), and where the document will be stored. With one click, the scanning starts and runs in the background. Immediately, you can go on to your next task! Again - no waiting!


Once documents are created and/or scanned, they are immediately viewable in zDocs Pro. Documents are stored in a Folder/SubFolder structure on your local or network computer. Documents are viewable either in a tree-structure, or a list-structure. All documents are color-coded for easy location and retrieve. You've got to see this feature to believe it!


zDocs Pro brings all the conveniences of document creation and storage to Zoho CRM. If you handle multiple documents daily, and need to have quick access to them, then zDocs Pro is for you!


Key Benefits...

  • Works with the 4 core Zoho CRM modules: Contacts, Leads, Accounts, and Vendors.
  • Fast MS Word document creation and printing. Just click to select one (or more) document(s) to create, click on the ‘Process’ button, and the document is automatically merged, printed and attached. The user can immediately move to the next work item.
  • Fast document scanning. The user presets buttons that control the document name, keywords, password protection and storage location. Then, just one click and a document is scanned and stored in our proprietary document storage and retrieval system.
  • As soon as a document is written or scanned, the user can immediately go to the next contact, while all processing continues in the background. Program resources are immediately freed up for the next work item.
  • All writing and scanning document attributes are user-preset, and then reuse over and over. Settings can be changed at any time.
  • The unique folder and sub-folder system means that retrieving documents is quick and intuitive. No more lost records!
  • zDocs Pro works directly with Zoho CRM data, and includes full access to the entire Zoho CRM service within the program!