Zoho Books
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44 results found
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Attach invoice pdf
With email templates can we have ....
Attach invoice.pdf
Attach Delivery note.pdf
Attach Packing slip.pdf
This would aid enormously in automating workflows for warehouse staff !7 votes -
Workflow based on customer activity
The workflow automation is making life easier – so thank you for that!
It would be nice to have the option of automating emails based on the customer activity. What I mean by this is that if the customer has not bought anything for i.e. 6 moths than the system can send an automated email.
This would make keeping in touch with customers so much easier!
Hope you can help!1 vote -
In Sales Order automation, Should be able to set up workflow rules to attach sales order automatically
Customer issues a PO. We enter the PO into a Sales Order. We should be able to set up workflow rules to do the following:
1. email confirmation to customer and attach Sales Order to email
2. email warehouse a different sales order attachment without pricing
3 email transportation a different sales order attachment with the information17 votes -
Add the PDF to a mail teamplate
I created an automatic workflow: when a client asks an offer, he gets a mail reminder some days before the offer expires. It's great and very useful but unfortunately there is no way to add the offer in PDF directly to the email template. It would be great if it would work because not every client has an access to the portal and/or understands that he/she has to connect to the portal to see and/or accept/decline the offer.
14 votes
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