The generation of the basic document sets is not difficult from Zoho CRM however a number of our clients requires a
full set of documents which can include
Proforma Invoices, Commercial Invoices, Delivery Notes, Shipping Notice and Packing Slips . Overtime we have created an environment that allows these documents to be generated. We have a lot of customers shipping from China worldwide so many documents are required.
This video only shows the documents being generated rather than how we have achieved this. It proves it can be done, this is the point of the video. Apologize for the banner across the document.