My Customer- please send me an invoice and a service sheet (case) for the work done please via email.

Me - yes quick invoice form zoho crm linked to zoho books press button emailed- yipee. Service sheet (case)

1. Fill in

2. Press Print

3. Print as PDF to desktop

4. open customer again in zoho crm

5. send them a pdf of the service sheet (case)

No mail merge option, no email option, no ability to attach and extra pdf even to an invoice. Please are we animals, we are living in the future lets make it happen