We use Zoho CRM. We would like our current Quote, Sales Order, and Invoice templates in Saasu to be re-created in Zoho.
All you will need to do is to copy current design to Zoho.
I can export the template files from Saasu to make the job easier.
Thanks
Feraaz
You can do their either via mail merge or the templates provided within Zoho. Only clarification I need is what mail merge items you need completed and how we test.