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  1. Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project

    3 votes
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    1 comment  ·  Zoho Books » Estimates  ·  Admin →
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    Anonymous commented  · 

    Identify Projects to supply our services to via Tender Websites etc.

    Do the quote to supply and install for said Project

    Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project

    I thought i could add several Potentials (create one, clone, change account and contact, repeat for each Account)

    This works fine and allows me to add emails etc to each one which in turn is logged under each account etc as it should, but really inflates the potential revenue and other value related reports / figures.

    Anonymous shared this idea  · 

  2. To convert an estimate or sales order into a purchase order

    25 votes
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    5 comments  ·  Zoho Books » Estimates  ·  Admin →
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    Anonymous supported this idea  · 

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