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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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  2. If it’s a new idea, kindly post a detailed description of your suggestion or idea.

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207 results found

  1. Group Multiples Estimates into a Single Estimate.

    Be able to select multiples estimates and create a single one

    1 vote
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  2. to add a tab for entering opening balances of customer or vendor while creating contacts. Refer quickbooks for this functionality,

    1 vote
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  3. Estimates should not say "Bill To". Please change to "Attention"

    I know it says in big letters "ESTIMATE" at the top-right of the page but above the client name it says "Bill To". This is contradicting as an estimate in NOT and invoice/bill. Please change it.

    A client recently got confused and paid it as an invoice. Perhaps this is why.

    1 vote
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  4. Add an option for close on estimates under the more tab. This way we can see which ones are still active

    Add an option for close on estimates under the more tab. This way we can see which ones are still active

    3 votes
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  5. Vat to shipping charge

    shipping in the UK must have 20% added to it but when quotes the vat to shipping is 0%
    I need this altered asap please

    1 vote
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  6. ermitting to change estimates pdf structure (blocs alignements, margins) like Zoho CRM canvas view

    Canvas View, in Zoho CRM lets us sculpt an exclusively personalized view of our CRM records.
    It will be great to adapt it on Estimates, Invoices, orders...pdf export. This will be great to customize the way the invoices structure are displayed depending on the business necessity. Changing the alignments, margins of field types, grouping similar field types and much more

    1 vote
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  7. Grabar automáticamente estimates o invoice cada vez que se da ENTER, si pierdo el internet lo pierdo todo.

    Grabar automáticamente estimates o invoices cada vez que se da ENTER, si pierdo el internet lo pierdo todo.

    3 votes
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  8. How i get Mail feed back message to my register mobile no.?

    1 vote
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  9. add a Budgeting and Planning application

    It would be useful to be able to take these applications and project results into the future with a Zoho budgeting/planning application. This application would also allow you to create business models based upon drivers/formulae using your own information or data coming from other Zoho apps. Functionality would also include a reporting function to extract data to create dashboards/scorecards as well as other analytical reporting.

    8 votes
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  10. I want to use the Estimate as a Proforma Invoice and want to add advance payment from the customer

    8 votes
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  11. Add the ability to enter cost and markup on estimate page

    Like many other softwares out there, you usually have the ability to change the cost and markup of an item while doing an estimate, if you are doing a quick estimate without using the saved products, you have to enter the sale price, and if its accepted, then we still have to enter the purchase price in the PO, thus duplicating work. Example of competing software allows you to enter cost, markup and it automatically appears on the PO when accepted.

    1 vote
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  12. Provide Tax estimates on the dashboard without having to use the accounting feature for reporting calculations

    3 votes
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  13. estimate with options

    As explained by a person in this thread:

    "For Example:

    Our Proposal For Customer X

    Option 1 - (Description)
    - part 1 $AA

    - part 2 $BB
    Total Price $AA+BB

    Option 2 - (Description)
    - part 1 $MM

    - part 2 $NN
    - part 3 $OO
    Total Price $MM+NN+OO

    Option 3 - (Description)
    - part 1 $YY

    Total Price $YY

    Grand Total Price $Option1Total + Option2Total + Option3Total

    (Grand total may or may not be relevant to show on the quote template)"

    https://help.zoho.com/portal/community/topic/add-options-and-subtotals-to-quotes?action=communityTopicLike&actionId=2266000006436072

    5 votes
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  14. Estimate Enhancements - Columns / Groups

    One of the golden rules in sales is that if you are providing a discount you must take credit and clearly articulate that discount. To achieve this the following fields are are required or the ability to calculate and display. In addition to item categories on an estimate.

    Columns - Should be able to display in any order
    Item #, Item SKU, Item Name, Item description, Qty, List Price, Extended List Price, Discount %, Discount $, Extended Amount (Total)

    I have see reference to "Groups" and "Chapters". This requires and item level field to be able to "bucket" items into…

    8 votes
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  15. Add section headers to group items by type on Est, SO and Invoice

    Would also be great to have section footers with sub-total of all items between the header and footer.
    This could be used for adding optional items. Option A, Option B
    It could also be used to separate one-time and recurring charges (without using Subscription).
    It could be used to separate Parts and Labor

    3 votes
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  16. Auto generate payment terms

    There is an option to enter payment terms in the contact record in Zoho Books, but the payment terms field in estimates are not auto generated, which they should.

    2 votes
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  17. barcode for Estimate and Invoice numbers

    Putting a Barcode would be a great idea.

    3 votes
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  18. Give us the ability for proper visual estimates and proposals like Proposify and PandaDocs. This would make your Zoho One complete.

    13 votes
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  19. estimate default time under date for every estimate

    need a default estimate time for every estimate date

    1 vote
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  20. heading in estimation

    in your software i dont have a option to give heading in estimation

    4 votes
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