Hello,

I use the Zoho Finance Suite integration between Books/CRM. I want to use the CRM's Quotes module to house the same information that is on the Books Estimate. The reason I'd like to do this is mainly for reporting/dashboards. I don't love using Deluge for something like this because I don't know the language so it's difficult to modify plus it usually isn't a two-way sync. Is there some way to do this? I ultimately just want my Books Estimates to be replicated in CRM Quotes.

Has anyone else done this? Is there an easier way that I'm missing? Seems like my only option is Deluge.