set up invoice module with template that includes attached invoice and terms and conditions which auto sends when a deal is created.
Matthew C.100% (3)
Create an account now and send a proposal now to get this project.Sign up
Clarification Board Ask a Question
Zoho CRM already has E-mail Parser you can setup 20 and have 10 active and there are a lot of templates you can use for Zoho Books, it automatically sends Invoices out from Sales to Invoice conversion.