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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. 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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    0 comments  ·  Estimates  ·  Admin →
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  2. 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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    0 comments  ·  Estimates  ·  Admin →
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  3. Automatically Create a Potential Sale in the CRM when an Estimate is sent

    Pull the quote information to automatically create a potential sale in Zoho CRM.

    9 votes
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    0 comments  ·  Estimates  ·  Admin →
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  4. Possibility to convert the Estimate in a Sales Order

    I would like to have an option to convert the Estimate first to a Sales Order. And after that to an Invoice.

    Now there is only an option to convert the estimate to an invoice directly

    4 votes
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    2 comments  ·  Estimates  ·  Admin →
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  5. Customer can choose which items on estimate they want done.

    Make a Check box next to each line item name or near the dollar amount so clients can "choose" which services they want done. especially for construction there can be alot of separate items that are quoted. Then make the total reflect the items they selected. easy. thanks.

    34 votes
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    5 comments  ·  Estimates  ·  Admin →
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  6. 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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    0 comments  ·  Estimates  ·  Admin →
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  7. Profit Margin

    Include a way to show the profit margin for each item as it added to estimates as well as show the total profit margin near the total for the estimate. The profit margin should be dynamic in a way so that you could adjust your price and see the change in the item margin and total margin for the estimate. This would also work for invoices. Of course this would only be viewable to the business side.

    835 votes
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    35 comments  ·  Estimates  ·  Admin →
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