- Search if your idea for a feature is already listed below. If yes, then vote for it by clicking the Vote button.
- 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 firstname.lastname@example.org
205 results found
Add notes to Estimates
It would be helpful to be able to enter internal notes to Estimates that only our company can read. Obviously being that these are internal, the client SHOULD NOT be able to read these.
Internal notes are helpful to keep track of activity that may occur during the life of an Estimate.
Please add this feature.
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 Labor3 votes
barcode for Estimate and Invoice numbers
Putting a Barcode would be a great idea.3 votes
estimate default time under date for every estimate
need a default estimate time for every estimate date1 vote
it would be great to say for an article if it's only optional in the offer so that it's inside the quote but not included in the whole price at the end.
Good to implement feature ideas and add on's for the client but not on the whole price. Like exclude factor. Perhaps at the end of the offer an extra amount of optional articles as well.
Can't wait to see this "little" but necessary feature in Zoho Books.
Please vote for it!
Thanks, Markus1 vote
Individual filter for quotes and invoices as default
It would be great to set an individual filter like ours „Company name“ as default so that’s not necessary to select everytime again and again to save time during the day. A better and faster workflow.
For quotes and invoices.
Hope you like the feature idea to get a lot of votes to see this feature soon in Zoho books!
Apply Discount in the Estimates after total instead of item basis
Feature which should be added because its very common when creating quotes to show the discount applied after the total as a lump sum1 vote
is there a possibility for the increase in the width of the fields in the header of the template
is there a possibility in future for the increase in the width of the fields in the header of the template4 votes
estimate revision date
need the estimate to show a revision date, while keeping the initial create date2 votes
After several years of use, we feel that it would be helpful to have a label option to add Item Numbers to each item.
Users may have the option to check whether to have Item Numbering in preferences.3 votes
Make it possible to Create Reoccuring Invoice from and Estimate
You are currently able to create an invoice from an estimate, but you are not able to create a reoccurring invoice from an estimate. I need some way to link a reoccurring invoice back to the estimate, and I think it would be easiest to just be able to have the option to create a reoccuring invoice from the estimate.1 vote
Estimate > Approve Estimate > Create Invoice AND Purchase Order
Customer approves estimate > We need an order list for our employees to order from.3 votes
we were exploring the software, and what we're looking for specifically is how to convert the item details in estimates into a list of tasks1 vote
Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project
Email Several versions of the same quote to Various Head Contractors that are all Tendering on the project3 votes
Reminders for estimates Accepted
It would be great to send customers Automatic reminders (as with Invoices) for accepted estimates. We use the estimates as bookings for courses/services, so it would be handy to send the customer a reminder of the booking prior. It may need a date adding for the booking service date?1 vote
MOQ Price to Dealers/Distributors
As based on different MOQ's we have different pricing. Now to send estimates to customers based on multiple price with MOQs - i cant find suitable options in Zoho Books.
If it there help me, else provide solutions to it.1 vote
Add a Report "Estimates per User"
Reports Estimates per User1 vote
Clasify whether the items is a reoccuring cost or a one-time cost
Make it so I can include in the estimate the difference between a one-time cost and a reoccurring cost. And have this be a check box when adding a new item into Books.
Items Check Box: "Is this a reoccurring cost"5 votes
In the Estimate Section , I would like to have the status update when its converted to Sales Order " From accepted to Converted to sales order"
Please do the needful as we are getting confused which estimate is accepted but doesnt convert to sales order.
We have it in the activity history but we would like to see in the estimation status itself before opening it.4 votes
- Don't see your idea?