Zoho Books - Include Quote Status in Workflow Field Triggers

Hi Zoho Books team,

I recently tried to create a Workflow rule based on when a Quote is Accepted by the customer.

This is something which I thought would be very easy to do, however I discovered that Status is not listed as a field which can be monitored for a change (see screenshot below).

My feature request is to include the Status field as triggers on Quotes (as this is already a feature for Invoices).

My use case is that I want to trigger a series of actions when a customer accepts a quote. This will include creation of a Sales Order and related Invoice. As well as notifications to the Sales person and updates to the CRM.

I believe this will only be possible if I cant trigger a Workflow Rule based on when the status of a quote changes to Accepted.

Regards,

Ashley

• Topic Participants

• Ashley Bell

  

• Sankara Narayanan K

  

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