David Lake
My feedback
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116 votes
An error occurred while saving the comment David Lake supported this idea · -
11 votesDavid Lake supported this idea ·
An error occurred while saving the comment David Lake commentedI 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?
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.