Zoho Finance Limitations 2.0 #7: Can't attach any Zoho Workdrive files when emailing Zoho Finance records
Within the CRM you can send a quote to a contact and attach a document, brochure, etc... from your linked Zoho WorkDrive account which works great.
Once you move to Zoho Finance this is not possible. You can only attach documents from your computer.
Workaround: Have your complete workdrive account sync to your computer so the files are always available on your computer.
Perspective: using Zoho finance integration from within Zoho CRM which adds a new module that pulls in Zoho books data.
Original Zoho Books / CRM limitations post by Gaurav Sethi
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