As we all know Estimates can be converted into SO then Invoices or to Invoices directly. However, the custom field values from Estimates are not reflected in SO or Invoice, even though the same custom fields are present in both documents. I understand if by default it is not supported. However, we should have a mapping setting so we are able to map the fields ourselves; just like Leads can be mapped to Contacts and Accounts in Zoho CRM.

Else, it is counter-productive to fill in all the values all over again. Imagine if we have tens or even hundreds of Estimates/SO to be converted in a day!

Please consider Zoho Books team