Zoho Books
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209 results found
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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 -
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 -
Allow for custom footer with multiple brands (3 logos)
we have 3 companies, we want to print all 3 logos on footer
1 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 -
Auto estimate generate
We should be able to select items and click on prepare estimate.
this will save lot of time. and if you have already added all the items with description, buying and selling + Tax Treatment etc. Estimate will be ready in less than half a minute.for example : select 4 items and "click on Generate Estimate"
you are done, just need to pick up the customer and send it.3 votes -
Feature required in Estimate
Estimate feature required for per unit or per meter price is not available in templetes
Pls kindly advice
1 vote -
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 -
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 -
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 -
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 -
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 -
Send quotes by sms like invoice
I think it's not a big job for you, to integrate quotes send by sms ....
1 vote -
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 -
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 -
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 -
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 -
We categorize Items in Masters with sales account.We should able to see the monthly sale by sales account with tax and without tax.
Quantity must be shown as in Sales Invoices.
1 vote -
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 -
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 -
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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