Hello,
I am encountering the following limitations in Zoho CRM Quotes:
Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available.
File upload placeholders cannot be used in Writer Merge templates.
Grouping in the subform is not possible – for example, grouping only the chairs in one room and only the tables in another within a single quote, and displaying this in the PDF template, is not possible.
Additionally, the PDF template editor within CRM is quite outdated; will this setup work reliably if we use Writer instead?
Is it possible to take the link of a file uploaded via File Upload, write it to a URL Field, and use it in Zoho Writer integration? Can this be automated with a function/code?
Could you please share any recommendations or solutions for these limitations?