Zoho Books
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207 results found
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estimate template
I would like to be able to create templates for Estimates and Invoices. I am NOT talking about email templates which are sent based on an existing invoice or estimate.
Use case: create a true Estimate_Template which contains a pre-populated large number of user-defined SKUs. I click "New Estimate from Template", which opens a new Estimate with the pre-populated SKUs, which I can then delete items, edit qty & prices before validating & sending.
This will cut down on admin for me creating new estimates based on similar (but not identical) system sales and projects.7 votes -
Sales forecast
Add a module that considers historic sales data and using a seasonal algorythm calculates a forecast for future sales. Excel has this as an example ofnthe logic.
thanks
4 votes -
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…
14 votes -
Zoho Books - Sending "reminder" emails for expiring estimates
It would be great if Zoho Books can email the clients that their estimates are about to expire, rather than setting up a reminder to yourself to follow up. This would effectively be more efficient as you won't need to think about it.
Please offer this as part of the service!!
22 votes -
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.
8 votes -
Change Estimates Label to Quotation in the Client Portal
We would like to be able to change the word Estimates to quotations in the client portal. We are currently able to do this on the estimate template but not on the navigation labels in the client portal.
Our products have fixed prices and therefore the term estimates is misleading.
It would be great if we had control of this to adjust accordingly.
Thanks
Ryan6 votes -
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
6 votes -
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 -
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.
6 votes -
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
9 votes -
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.
7 votes -
Track estimates sent
Would be cool to have an integration with Streak to track how often your estimate of cost has been opened when sent by email.
In order to nurture accordingly the prospect.6 votes -
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.
835 votes -
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
19 votes -
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.
16 votes -
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.
19 votes -
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.25 votes -
Kindly provide estimate follow ups and remider for sent estimate
It will very useful to increase sales for small business to follow up his quotes/estimate timely.
3 votes -
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.
…
16 votes -
37 votes
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