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Zoho Books

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.

Before posting, please ensure the following:
  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. Being able to have multiple tables in estimates and invoices

    I want to able to have multiple tables in estimates and invoices to breakdown the services I offer.

    3 votes
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  2. pour les modele de Devis et de Facture ce serais bien de pouvoir choisir ( sélectionne le format voulu) le model au format Légal 8 1/2 x 14

    pour les modele de Devis et de Facture ce serais bien de pouvoir choisir ( sélectionne le format voulu) le model au format Légal 8 1/2 x 14

    1 vote
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  3. Send quotes by sms like invoice

    I think it's not a big job for you, to integrate quotes send by sms ....

    1 vote
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  4. Allow for discount on estimates which are prior approved with additional approval work flow requirement

    Our sales often come back with requirement of discount on their submitted estimate. We want the option to revise an estimate by providing line wise discount / total bill discount and also function to add or remove quoted items in the estimate. Any changes on an existing approved estimate should initiate second round of approval process for the changes.

    2 votes
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  5. Personalized name on estimates

    Hi, I have a question. I want to know if in zoho books I could name the quote downloads in pdf with a custom name

    1 vote
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  6. Have text boxes for ship to and bill to name/address

    We have multiple contacts and locations for one customer. We want to be able to change the contact name, ship to and bill to address right from the Estimate. Can you please respond and let me know if/when this can be resolved

    1 vote
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  7. Give the option to "Add New" email contact while editing Estimate

    While editing an invoice, towards the bottom of the screen you can click "Add New" in order to add another email address....Please add that same functionality to the estimates as well. Everything else is basically the same in both Invoice/Estimate windows except that!

    2 votes
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  8. default items for Estimates

    There are some items needed for almost every Estimate, so it would be great if we can default them, instead of adding them into an estimate each time.

    4 votes
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    2 comments  ·  Estimates  ·  Admin →
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  9. 1 vote
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  10. Automatically set expiry date on Estimates

    A feature to automatically set the expiry date on Estimates. For example,
    if all estimates are set to expire in 30 days, have the expiry date automatically set 30 days from the estimate date.

    4 votes
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  11. After Discount value to be displayed

    After Discount% in estimates and invoice the cost of the item multiplied by the qty is only shown as a total. But the after discount rate of the item should also be shown. Please add a column as "After Discount Rate".
    Ex. - Current Scenario - Cost 200. Discount 10%. Qty 10. Total 1800.
    What is required is - Cost 200. Discount 10%. After Discount cost 180. Qty 10. Total 1800.

    12 votes
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  12. Proforma Invoice & SMS updates right from estimates

    Proforma Invoice & SMS updates right from estimates

    1 vote
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  13. Zoho Books

    Estimates,sales orders,invoices.
    The option of the Filter or sorting can be added in headers so that multiple option search will be easier.
    In Invoice details Report:
    It will be good if we club together the month wise details.
    Like on viewing the annual invoice details we can able to get the month wise total invoice detail,which directly shows our performance in that year.

    1 vote
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  14. Customer to change estimate before accepting in portal

    Many times for estimates a customer may want to change a quantity or remove an item before accepting. It would be great if they could do this in the customer portal.

    2 votes
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  15. header and footer

    header shoul continue on all pages, we should have an option to choose in all pages os estimates, invoices, LPO etc

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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  16. Allow multiple estimates to be converted into a single invoice.

    When I have a number of estimates it is annoying for the client to send several different invoices and annoying for me to have to copy and paste the info into one invoice. Can you make it so the estimates become items in a single invoice?

    1 vote
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    1 comment  ·  Estimates  ·  Admin →
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  17. Roll up / Hide Line Items

    To have the ability to ROLL UP / HIDE Line Items.

    We manufacture bespoke products, that are made up of individual parts,

    We do not want to SHOW the individual parts or their cost.

    However the cost will still be added to the total on the estimate

    The hidden line item price - can be added to the first line item price...

    6 votes
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  18. Add category Sections in Qoutation as an Proposal

    Add section to Estimate to separate between the items in the Estimate like Audio/Video Section, Networking Section it should be customization per each new estimate and will be applied to invoice or sales order auto

    3 votes
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  19. optional items in ESTIMATE

    Include possibility to add "optional" items in ESTIMATE... where the price can be shown (rate), with Qty. entered as zero.

    At the moment, as per help center, it is only possible to zero the optional items' value... which to the customer can mean items are also included.

    18 votes
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    2 comments  ·  Estimates  ·  Admin →
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  20. Estimates - Rearrange item columns (change order of columns)

    I would like to be able to change the order the of the item columns on the estimates (and invoices for that matter).

    Example:
    We have...

    --- Item & Description --- Qty --- Rate --- Discount --- Amount

    I would like to be able to change this to...

    --- Qty --- Item & Description --- Rate --- Discount --- Amount

    Would also like to move the custom columns in there as well. You would think this would be very easy to do.

    11 votes
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    1 comment  ·  Estimates  ·  Admin →
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