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. 

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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