Zoho Books - Quotes to Sales Order Automation
Hi Books team,
In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below)
For users selling products through Zoho Inventory, the workflow would be to create a Sales Order after a Quote and these does not seem to be any way to support this at the moment.
It would be great to see an option to create a Sales Order for an Accepted Quote.