Hello,

In our process, we need to create a Proforma invoice. Zoho Books doesn't have this feature. I built a specific custom layout to display relevant informations. However we are often missing information until late. As such, we can't send the templated proforma as is, and need to be further edited.

One temporary way is to export the PDF and work within Apple Preview to make the adjustments.

I'm wondering if Books could either export as word or send the document to Zoho Writer? How ? Could this be done via a deluge custom function ?