Share Quote PDF File by Link (VOTE IDEA)
Hello everyone,
Would you like to send quote or sales order PDF file as weblink to your clients? I believe to add this function into zoho crm, it would be more efficiency for business process.
I have created a reqeust about it and support team will develop this function in case they get many requests of zoho users.
You can find answer of support team below.
For supporting this topic please leave comment here.
Thank you
Onur
-----------------------
Hello Onur,
Hope you are doing good.
Upon checking with our back end team they have confirmed that currently it is not possible to send Quote and Sales Order as a Downloadable PDF Weblink.
We have taken this feature as a feedback and if we get many request for this feature then this will be added as a feature request.
Please revert back for any clarifications
Topic Participants
Onur Gulay
Ashwinth Shekar
Cindy DeHart
Steph Tan
Dhanush Kumar V
Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Orchestly Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー