Order confirmation option (created from estimate)
It would be nice to have option to create order confirmation document from estimate to be able to send it to the customer. (optionally a column can be adde i.e. expected delivery time for each item)
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vote
Tomaž Kerin
shared this idea
Hi Tomaz,
Thank you for posting on our feedback forum.
In Zoho Invoice, once a client accepts an estimate, it can be converted only to invoices. However, in Zoho Books, you can create “sales orders”. So, estimates can be converted to sales orders, which can then be converted to invoices.
If you already have a Zoho Invoice organization, you can easily upgrade it to Books using the steps in this link:
https://www.zoho.com/invoice/kb/general/upgrade-to-zoho-books.html
Regards,
Reshma.