You can hit everything right on feature checklist and have the most amazing interface, and integrate your products into a clever eco-system, but at the end of the day if I'm going to use your product for actually doing something, I will want little things to work..
I've been raving about Zoho for a while - they've done an outstanding job of putting together a lot of slick functionality and doing a pretty good job integrating the pieces, however having used their (paid) CRM product for a while I do have a bone to pick..
When I create an invoice I expect the description information that I entered in products to show up in the description information of the product once it's been added to the quote. When I print create a pdf of the invoice to be emailed I expect the description information that I've re-typed to show up on the invoice. And finally when I go to edit an invoice template so the darn description information is there, I expect the edit to work.
And to make sure that I'm picking on one little detail (not so little when you think about it), this is not the first time I've run into a glitch like that.
Zoho, you have a good thing going.. Please don't screw it up!
Looks like the issue with template editing has been solved. I was able to pass the product description on to the quote template!