How to create a Service Agreement with Quarterly Estimate
Hello,
I'm not sure if this has been asked before so please don't get mad at me for asking.
We're an NDIS provider in Australia so we need to draft a Service Agreement for our client. With the recent changes in the NDIS we're now required to also include funding period (Quarterly Estimate) in our agreement.
We already created a custom module in our instance of Zoho CRM. It's working perfectly, however, we've maxed out our subform in that module. What we're trying to do is to add another subform where we can indicate funding per quarter.
By the way our Service agreement is merged via Zoho Writer integration using deluge then it's stored back into the CRM module attachments. Thanks @Anonymous User for the tutorial.
I would like to pick your brains out what's the best workaround for this.
I would like to pick your brains out what's the best workaround for this.
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