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205 results found
In estimates and invoices we would like to be able to upload an image beside the description so our client can visually see what they're purchasing. at the moment, there isn't any way I can input an image.3 votes
Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books
Please allow the CRM to autopopulate the estimate and invoice signature for the sales person just like it is done in Zoho Books1 vote
Please add a "Customer has viewed the estimate" like you have for Invoices.
Please add a "Customer has viewed the estimate" like you have for Invoices.1 vote
Create Custom fields in multiple modules
I just discovered that if you create the same custom field in multiple modules the data automatically get push across when converting. This is awesome, however there should be the automatic prompt to create custom fields in other modules when creating the custom field. It seem crazy that the data is automatically pushed but you have to manually create a separate custom field in each and you have to make sure the name and data type is identical.1 vote
Be able to group accepted estimates
Be able to group accepted estimates with either - reference number or create a filter, neither of these are options you provide..
Also It does not show under curate list -sort by ( reference ) under estimates on the app .... Please add that feature1 vote
Mandatory use of Items for Estimates and PO's etc
My client has sales reps that load estimates but with manual line items. This means that PO's are then created manually with duplication of info being typed. If there was a preference that could be set, making it mandatory for the Items to be loaded while making the estimate (or adding if already existing), then the loading time for the confirmed order thereafter would be MUCH less with less chance of error.3 votes
DASHBOARD ZOHO BOOKS TO SHOW ESTIMATE TRENDS AND VALUES
Kindly provide Dashboard editable.
Include Estimates in the Dashboard as option as today estimates or tomorrow sales3 votes
Allow creation of estimates EXCLUDING taxes, without removing the tax rate from the invoice.
I'd like to send estimates to my customers, excluding taxes.
Currently if I exclude taxes, it will also be excluded from the invoice.
We don't want to exclude taxes from the invoice, only on the estimate.1 vote
follow up marker for invoices/estimates
it would be great to have a simple tick box or selection to highlight an estimate/invoice for follow up which does not require editing the invoice.
so you tick the box and mark it for follow up
on the list of invoices/estimated it appears with a star (or similar), andthey can be searched by this marker also1 vote
Estimates-- Feature that flagged a possible "error" if a lower price is offered that purchase amount
Create a feature that flags a possible "error" if a lower price is offered as "Sales Information" vs. "Purchase Information". The trigger would be a lower price offered than your purchase price. The trigger will be a pop-up and will NOT let you proceed without checking the box. It will ask if this is "...something you really wish to do." This trigger may help catch mistakes made in pricing your customer incorrectly and giving them your cost, which I almost just did :-)1 vote
Send Estimates to parties without adding their contact details in address book
Many estimates or quotation we send are not converted to invoice and as per current format zoho requires to add contact before sending estimates resulting in lot of irrelevant contacts which we do not need in address book. i suggest an option to send estimate without adding their contact details in address book1 vote
We need FULL customization (HTML) of the quote/invoices
no full customization (HTML) of the quote/invoices is a deal breaker. please enable for us!6 votes
Can you have one line item and severeal different quantities on the customer estimate?
I may have 2 different parts to quote with different quantity levels. For example: P/N "ABC may need a quote for price levels of 500 - 1000 - 2500 pieces.
P/N "DEF" qty levels at 25 - 50 - 100
Can each part number be only one item # and multiple quantities below it?4 votes
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
how do we remove annexure page from the estimate. I deleted all the content from the annexure text box. Saved it. However, while converting it in a PDF file, I still get blank page 2.1 vote
Hide "Receivables" from Contacts
We are a small IT Services company. We would like to give employees/Engineers the ability to create Estimates/Quotes for customers. Through the system we are able to create new users and limit their access/privileges to "Quotes/Estimates" only without them seeing anything else in the Books. However, when they login and click on "Contacts" they see the Contacts names and a column called "Receivables" with $$$ amounts . We would want to hide this column from our employees and don't want them to see how much clients owe us or have paid us. Is it possible to hide this column from users that only have access to Estimates?
We are willing to pay Zoho up to $500 to add this feature because it is going to help us a lot.
We are a small IT Services company. We would like to give employees/Engineers the ability to create Estimates/Quotes for customers. Through the system we are able to create new users and limit their access/privileges to "Quotes/Estimates" only without them seeing anything else in the Books. However, when they login and click on "Contacts" they see the Contacts names and a column called "Receivables" with $$$ amounts . We would want to hide this column from our employees and don't want them to see how much clients owe us or have paid us. Is it possible to hide this column…1 vote
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
Allow for custom footer with multiple brands (3 logos)
we have 3 companies, we want to print all 3 logos on footer1 vote
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
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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