Before I begin, I would like to say that Zoho Books has transformed for the better the way I conduct my business 100% in the two months I have been using it! I particularly like the tight integration with PayPal & how Zoho Books applies customer payments received through PayPal directly to invoices!!
OK, that said, I am finding a need to provide quotations rather than estimates & wonder how to provide a customer with a quotation rather than an estimate. Is there a way to edit the estimate template to achieve this?
Thank you in advance of any help you can offer!