In the deals module, add a formula field for the ‘Paid Upfront Discount’ (95% of the Deal Amount).
Install the Zoho Sign for CRM Extension:
Find this in the Zoho Marketplace
Review our course on Zoho Sign if you haven’t seen it yet or are unfamiliar with Sign
Sync Zoho Books and Zoho CRM Together:
Sync Accounts to Customers and Contact Persons to Contacts
Thus, any Contact to whom you send a Zoho Sign document will be in Zoho Books and you’ll be able to find the Account or Customer with which they’re associated
