can the quotes made from sangam be integrated to zoho books or zoho invoice so we dont need to duplicate the efforts of party, item selection, rate and qty…
Hi Sir,
As of now integration is not available. can you help us to understand the exact requirement? Why you want to create a quote here in sangam if you can create the same in Zoho books or accounting?
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Even you know that the number of quotes is usually higher than converted to invoice…hence… Keeping quotes in CRM makes more sense… There may be 100 quotes, but invoices maybe 25… Quotes need followups, which is convenient in CRM, hence my query
Sir, this is currently not possible and is not in our roadmap as of now. However, we will consider it in the future based on customer requirements. Thank you for your query and patience.