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.

    136 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.

      112 votes
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        10 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
      • 17 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.

              8 votes
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                0 comments  ·  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 →
                • 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 →
                  • 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 →
                        • 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 →
                          • 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.

                            4 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.

                              4 votes
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                                0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                              • I'd like to have the possibility to hide tax in template for estimates

                                I'd like to have the possibility to hide tax in template for estimates.
                                The amount without tax is the most important in B to B.

                                Thanks

                                3 votes
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                                  0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add Lines on Estimates in between other items

                                  Adding a line item between other items will make workflow faster. Currently I can only add the additional item at the bottom and move it to the desired position. No option to add a line in-between other items.

                                  3 votes
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                                    0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Quickly apply same % to all discounts at item individual level

                                    I'd like to discount at item level, and still easily adjust every item's discount together (i.e. 20% across the board).

                                    This would make it easy to make changes for key items only (cost of gas, reimbursements, etc.) without needing to make too many customizations in the Totals section or send a second invoice.

                                    3 votes
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                                      0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                    • shipping company

                                      hello,

                                      pleas, allow users to have a shipping company different of the billing adress.

                                      3 votes
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                                        1 comment  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Add "or" instead of just "and" for Custom Veiw choices!

                                        Give me some options when defining search criteria for setting up custome veiw for estimates and invoices

                                        3 votes
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                                          0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
                                        • notes in estimates over to sales orders

                                          I would like any Notes we write in the Customer notes box of the Estimate to be carried over to the Sales Order when converted. At present this does not happen

                                          3 votes
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                                            0 comments  ·  Estimates  ·  Flag idea as inappropriate…  ·  Admin →
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