Zoho Books

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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.

    158 votes
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      4 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
    • 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.

      121 votes
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        11 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow acceptance of estimates without client portal login

        We came to Zoho from Freshbooks. It had the Accept button on estimates so the client gets an email for the quote (which they are expecting), it opens the page, the customer makes sure the price and qty etc is correct and clicks on accept button right there.

        Currently, the customer needs to logon to client portal to accept the quote in Zoho and that's just too long. Most customers are not going to bother with it, infect Zoho team should have the telemtery data on it. How many times do you think a customer logs in to client portal…

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

            15 votes
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              0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
            • 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.

              11 votes
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                2 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
              • 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.

                10 votes
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                  0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                • 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?

                  7 votes
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                    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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.

                    7 votes
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                      1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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.

                      6 votes
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                        1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                      • Delivery Note

                        Please give the delivery note option (sl, No DN XXXX) before raising the invoice and delivery note reference number allow into invoice template, otherwise no point of use delivery note option as existing.

                        6 votes
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                          0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                        • 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.

                          6 votes
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                            1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                          • Better query capability when selecting an Item - Similar to the Query Capability in Zoho Creator

                            We have about 7K different ITEMS. When trying to get to the item you want to quote it is very, very tedious, as you have to type the ITEM on the search box in exactly the order the item is named.
                            Instead, you should be able to type a few keywords and Bingo....the list shows all the item with these comomn keywords, then you select the one want, and you are done!

                            To compensate for this Zoho Books query search capability, now we have to rely on an external "Price List" implemented in Zoho Creator. There we have all 7K+…

                            6 votes
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                              0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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.

                              6 votes
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                                0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                              • add titles to estimate list

                                add titles of the estimate to the list. with numerous estimates to the same customer, to find the correct estimate. All estimates 1 by one should be checked to find the correct one

                                5 votes
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                                  0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                • Work flow automation Estimate to Sales Order

                                  When a customer accepts an estimate the next step should be available as an automated work flow. ie: Upon accepted estimate create an open sales order. This should happen if the client self accepts the estimate via the portal or if the Zoho user accepts the estimate for the client.

                                  5 votes
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                                    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Automatically Create a Potential Sale in the CRM when an Estimate is sent

                                    Pull the quote information to automatically create a potential sale in Zoho CRM.

                                    5 votes
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                                      0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                    • auto save

                                      Auto save feature is needed for creating estimates. I accidentally closed my page and lost a very large estimate/bid that I had been preparing. Disappointed to learn no auto-save/recovery feature.

                                      4 votes
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                                        0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Allow users to customize Estimate Statuses

                                        The statuses now available for statuses are: Sent, Invoice, Accepted, Declined.... It would be greatly beneficial if we could customize these ourselves to the language we want. Ex: Under Review, Declined Lost to Competition, etc....

                                        4 votes
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                                          0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Estimates Section

                                          In the Estimate Section , I would like to have the status update when its converted to Sales Order " From accepted to Converted to sales order"

                                          Please do the needful as we are getting confused which estimate is accepted but doesnt convert to sales order.

                                          We have it in the activity history but we would like to see in the estimation status itself before opening it.

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