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Welcome to our feedback forum!

If you have an idea for a new feature that you want to see in Zoho Books, then you've reached the right place.

Feel free to post your ideas, comments, or suggestions in this space.

While we cannot promise a timeframe for everything posted here, we'll definitely consider all your valuable suggestions and work on them based on their feasibility.

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  1. Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

If you have any questions or would like to share your feedback on our status updates, please drop an email to support@zohobooks.com


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207 results found

  1. the option to create estimates directly from selected inventory items

    would be cool to have an option to convert the selected items of inventory list directly to an estimate or invoice. just like the online stores do, you select what you want then create an invoice/estimate from that selection.

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  2. adding multi items to Estimates when i select one item

    we are selling hardware and software and we offer with it some services like installation ,tranining ,local support
    each product have different price for the services so what am looking for is when i select ITem A the system will auto add the services items with it as a sperate items

    1 vote
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    0 comments  ·  Estimates  ·  Admin →
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  3. Low and high range for estimates.

    I usually give a range of costs. For example, $500 to $600. It would be nice if there were a slick way to do that without adding it to the comments or description of the line item.

    1 vote
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  4. Reminder to customer for open Estimates

    Same as what you do now for invoices, but for estimates instead to remind customers that they have an open estimate.

    6 votes
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  5. 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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  6. Customizing Estimate # when quoting through CRM

    If we send an estimate through Zoho CRM, the estimate # has our own #, but also includes a system generated 14 digit number. We want only our own number to appear here and not the system generated one.

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  7. Allow me to convert my estimate to an invoice for any client, not just the one who received the estimate.

    Sometimes customers request estimates and find foundations to pay for the work, etc.

    1 vote
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