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David Lake

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  1. Ability to Send Requests for Quotes

    113 votes
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    11 comments  ·  Zoho Books » Purchase Order  ·  Admin →
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    David Lake commented  · 

    I also need this feature. I'm currently doing what another user described: made a custom PO template renamed to Proposal Request and I'm managing them that way. It's inefficient. I would like this built into CRM or books.

    David Lake supported this idea  · 

  2. RFP (Request for Proposal)

    11 votes
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    Planned  ·  2 comments  ·  Zoho Inventory  ·  Admin →
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    David Lake supported this idea  · 
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    David Lake commented  · 

    I would like to see this feature as well. I need to be able to send request for proposals directly from Zoho CRM or Zoho Books. Is there an option for this functionality?

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