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  1. Profit Margin

    Include a way to show the profit margin for each item as it added to estimates as well as show the total profit margin near the total for the estimate. The profit margin should be dynamic in a way so that you could adjust your price and see the change in the item margin and total margin for the estimate. This would also work for invoices. Of course this would only be viewable to the business side.

    527 votes
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    24 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  2. Have chapters in estimates and invoices

    When you have long estimate, it is important to divide it in chapters for the customer. An estimate with 30 position without chaptering is very difficult to understand for the end customers. With chapter, and subtotal per chapter, it is easy to understand estimate from construction for instance.

    194 votes
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    16 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  3. 29 votes
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    1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  4. put optional items on estimates or allow zero quantity items on estimates for upgrades

    Need a way to add an optional upgrade to an estimate. It could be a specific designation by line item or allow us to input zero for the item quantity.

    24 votes
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    3 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  5. I would like to be able to customize more the templates of the invoices or estimates

    I would need for example to show only the subtotal but not the total and taxes, stuff like that.

    24 votes
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    3 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Direct enter of 'amount' on estimates

    Please create a setting that would allow us to enter the 'amount' on an invoice and not the 'per item' amount. Reverse the math.
    Example: I enter the quantity of 200 and the amount of $459, the system calculates the per item cost of $2.295.
    If this was a toggle option:
    A: enter quantity & per item cost, system calculates the total (current set up)
    toggle to
    B: enter quantity & total cost, system calculates the per item cost.
    Currently we are having to manually calculate the per item cost on a calculator, then entering it so it correctly so…

    19 votes
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Customer can choose which items on estimate they want done.

    Make a Check box next to each line item name or near the dollar amount so clients can "choose" which services they want done. especially for construction there can be alot of separate items that are quoted. Then make the total reflect the items they selected. easy. thanks.

    19 votes
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    4 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Estimates status

    Would be nice to have the option for custom status on quotes so we can set automate emails based on the status of the quote.

    At least have one more option then just Expected or Declined.

    What we are looking for is the option for indecision making so we can send customer automated email reminders based on the status of the quote/estimate.

    17 votes
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    3 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  9. custom fields

    custom fields visible on the quote, but not on the bill.

    for completion times for example - useful on the quote, useless on the invoice once the work

    16 votes
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  10. Option to add a text line Where it says + add another line

    Option to add a text line Where it says + add another line

    In Estimate, Sales Orders, Invoices
    Where it says + add another line
    Give the Option to add a text line rather that a product line.

    We need to group products i.e. four or five lines and then add notes under the group. The ability to add a text line would give me the ability to do this. This should be very simple for you to add.

    15 votes
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    2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  11. Budgeting and Estimate for the a year

    Please create the estimates/budget/projection template and its comparative with actual performance. We want to see what we said at the beginning of the year and what actually we are doing per month.

    15 votes
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  12. post delivery of estimates and invoices

    I might be working on an Estimate at 10pm and it is ready to go.

    So I just want to send it.

    But I don’t want to send an email to my client at 10pm.

    And I don’t want to have to remember to come back to it the next day, or maybe in 2 -3 days time.

    So it would be really helpful to be able to SCHEDULE the delivery of an estimate email at some future date and time.

    In addition to the SEND button, there would be a SCHEDULE SEND button with a date and time pop-up.

    15 votes
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    3 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow discounts at individual item level and/or at invoice level

    This applies to all item level documents (Estimates, Sales Orders, Purchase Orders, etc).
    In Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
    - I don't give discounts
    - At individual item level
    - At invoice level

    I would like to suggest that a document may have BOTH item level and document level discounts.

    14 votes
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    1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  14. To convert an estimate or sales order into a purchase order

    It would be really helpfull to convert an estimate to a purchase Order to vendor and the only thing that would need change is the pricing.
    But It will cut a lot of steps if you are able to do it.
    Can be either from an estimate or Sales Order.

    14 votes
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    3 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Mark up when creating Estimates

    Add a mark up option when creating Estimates for each item. It should be entered by the user as a percentage value. The total cost of the item should be automatically updated based on the mark up value. It should be visible only to internal users and not appear in the final estimate.

    12 votes
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    1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  16. Approve other documents in portal

    Clients can already approve estimates in the portal, but we would like them to also approve our Terms and conditions.
    Is it possible to configure a document upload tool in the portal were vendors can upload several pdf documents for clients to approve?
    This can be the terms but maybe also drawings or plans?

    12 votes
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  17. Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed.

    Estimate Status- Add a closed or completed option. Invoiced is not enough as we can invoice for part of an estimate and it is not completed.

    10 votes
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  18. Make the template creator more like the template creator in Zoho CRM

    The template creator in Zoho CRM (Quote, Sales Order, Invoice) is much more flexible than what is presented in Zoho Books. Use the Zoho CRM template creator tool in Zoho Books so there would be more synergy between the two product modules. You guys really have something here with all the modules, but it seems that each team (responsible for their modules) is having to recreate the wheel which seems redundant. I am sure the accounting module is not the easiest module to create especially when you are having to have it compatible with multiple country accounting practices. I applaud…

    10 votes
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    1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  19. add self generating barcode and or qr reader?

    HI I run a tool repair bussiness, my guys are spending too much time iding jobs and writing up emails when sending tools back to customers, I would like to stream line this process by taging each tool (use in the footer profile of either estimate or invoice) includeing data that is already in the data base - example - a code that refers to job/reference number and shipping address, then using a mobile phone or bar-code reader have the information come up in text format each time we "zap" the code, I believe this would help other companies in…

    10 votes
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    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
  20. Estimates for Prospects or Leads

    I am so grateful that Zoho CRM contacts can be syncronized with Zoho Books. Most of my estimates get sent to Leads though, and not Clients. This means I have to convert a Lead to a Customer prior to creating an estimate for them. When they don't actually buy, there is no way in CRM to revert them to a Lead, and I have to re-create them. This is causing a lot of extra work (both to send the estimate, and to revert them to a Lead) and headache.

    10 votes
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    1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
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