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Assuming estimate is required, the following 3 results were found.

  1. ZohoBooks: Error Code 15: Ensure Billing Address has less than 100 charactershttps://www.joellipman.com/articles/crm/zoho/zohobooks-code-15-ensure-billing-address-has-less-than-100-characters.html

    never running into this issue before; but sending a billing/shipping address included in a request to create or update an estimate in ZohoBooks will fail... Why? I have a function to push a ZohoCRM quote to a ZohoBooks estimate and a client asked that...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  2. Zoho Books: Estimates/Quotes: Accept & Decline Buttons on Templatehttps://www.joellipman.com/articles/crm/zoho/zoho-books-estimates-quotes-accept-decline-buttons-on-template.html

    An article on adding an accept and decline button on the estimate (aka Quote) notification template within ZohoBooks. Why? The use-case is simply that my client wants to make it easier for their customers to accept or decline a quote. Sure there's a...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *

  3. Zoho Analytics: Determine profits from invoices and purchase ordershttps://www.joellipman.com/articles/crm/zoho/zoho-analytics-determine-profits-from-invoices-and-purchase-orders.html

    the customer's account), so let's get the account manager against the customer and if that isn't populated then the first estimate, sales order, invoice created by someone in relation to that customer; else take the sales person against the record:...

    • Type: Article
    • Author: Joel Lipman
    • Category: Zoho
    • Language: *
Results 1 - 3 of 3

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