Within zoho BOOKS it is possible to create multiple estimate templates,
which is good feature because we need them.
However, when creating a CRM Potential with BOOKS integrated there
seems to be a limitation that is causing workflow issues on our deployment.
The BOOKS/CRM integration automatically creates a BOOKS estimate
when saving an new Potential....Perfect.
The major limitation comes after creation of a BOOKS estimate.
From the CRM side it seems users cannot choose, or change, what
BOOKS estimate template is being used. It seems that the BOOKS
default template is always used.
This is a major workflow hindrance because CRM resources must open
BOOKS to change estimate templates if the default is not applicable.
Shouldn't a CRM user be able to change the BOOKs template
being used from the Estimate Edit form on the CRM side?
I hope that we are missing something?