Button to create a sales order from a deal in Zoho CRM
Hello,
is it possible to create a Sales Order from a deal without sending or creating estimates? The integration with zoho books can create an invoice draft from a deal. I think of something like this for a sales order.
I need to send a total invoice for a batch of deals. The integration creates invoice drafts for each deal. As my clients create new deals in the process of working, the number of invoices confuses them.
Therefore I think of creating Sales orders by the push of a button instead of invoices and send them in a total invoice to the client. The Sales orders should use the same information as the invoice integration does.
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