Print a price list or price book
Hi Community.
Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more than a little frustrating, why have two great product stacks if you aren't going to integrate them properly?).
Regardless of which app you use, there doesn't appear to be any method to print out a decently formatted price list for a customer.
In the Price Book module, There is a 'print preview' function in CRM, but we have noted that it prints out the item Unit Price, not the price in the price book (bit odd and confusing, but ok...) so at best that's completely useless.
In our industry space it's not uncommon for customers to request a price list as we have hundreds of products and putting them all on a quotation isn't really manageable.
I'm interested if anybody has worked out a solution to this (not including using Quotes).
I tried using Analytics but it was pretty clunky from a formatting perspective.
I tried using Analytics but it was pretty clunky from a formatting perspective.
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