Hi Zoho Team,
In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have:
A clear tag/indicator on the quote showing that it has been converted into a sales order.
A direct link in the sales order back to the originating quote.
This would make it much easier to track the lifecycle of a quote, avoid confusion about whether it has already been converted, and provide a quick reference for context when reviewing sales orders.
Currently, it can be a bit time-consuming to cross-check manually. Having this functionality would streamline workflow and improve traceability.
Is this something that can be added to Zoho Books, or is there a workaround already available that achieves the same?