Hello everyone,
Would you like to send quote or sales order PDF file as weblink to your clients? I believe to add this function into zoho crm, it would be more efficiency for business process.
I have created a reqeust about it and support team will develop this function in case they get many requests of zoho users.
You can find answer of support team below.
For supporting this topic please leave comment here.
Thank you
Onur
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Hello Onur,
Hope you are doing good.
Upon checking with our back end team they have confirmed that currently it is not possible to send Quote and Sales Order as a Downloadable PDF Weblink.
We have taken this feature as a feedback and if we get many request for this feature then this will be added as a feature request.
Please revert back for any clarifications