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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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209 results found

  1. Estimates with photos

    I think you should have a Item Photo, for each part number.

    For example, when I chose item#123-4 ... the parts, description, and a (small, medium, or large) photo appears next to the description. The photo should need to be uploaded in a .jpg image with max res of 400x400 and must be named the same as item# (ie ... 123-4.jpg )

    I have a picture of an example if you would like to see it. Its much more professional.

    2 votes
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    1 comment  ·  Estimates  ·  Admin →
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  2. Categorize the Estimate in PDF view

    Can you let us to categorize the Estimate with the functions to be more clear for customers for example :
    I am working in smart home solutions and need to categorize the estimate for Lighting section to contain all lighting equipments and HVAC to contain all materials it need and so on just one bar line to identify the content of the following items

    and this option should be marked from setting to enable or disable it and add different category for each Estimate

    5 votes
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    0 comments  ·  Estimates  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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.

    1 vote
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  9. 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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