Invoice/Estimate Auto Creation in Zoho Books From Deals
When we integrate CRM with Books, we know that we can automate Estimate/Invoice creation depending on what stage of the Deal we're at. This is a welcomed feature. But like many things in Zoho applications, things are left at 90% completion. This is a great feature, sure, but how come the Products I added in the Deal are not translated into item lines in the estimate/invoice? It goes without saying that I cannot control the quantity as well. The present mechanism is rather simplistic; taking the Deal name as the Item, the Description as the Item description, and the Amount in the Deal as the price of the item.
It would be great if the Products in the Deals module can be aligned with Items in the estimate/invoice, and make it possible for us to control the quantity of the products.
Please consider completing the other 10% of this useful integration feature.