Hi Zoho
When I create a quote I get a auto generated quote number.
I then convert the quote to the invoice to send to the customer.
Export the quote to PDF but there is no way i can see to include the quote number that corespondents to the invoice. There is no #quotes:quote number in the invoice set up, therefore i cant have the quote referenced in the sent invoice. I can put the deal name there but not the deals actual quotation number that the invoice was converted from.
Am i missing something, this is important as it aligns the quotation number to the invoice so the customer can reconcile the project.
Thank you