Clear Tag & Linking Between Quotes and Sales Orders

Clear Tag & Linking Between Quotes and Sales Orders

Hi Zoho Team,

In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have:

  1. A clear tag/indicator on the quote showing that it has been converted into a sales order.

  2. 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?