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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. Estimate > Approve Estimate > Create Invoice AND Purchase Order

    Customer approves estimate > We need an order list for our employees to order from.

    3 votes
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  2. Sales forecast

    Add a module that considers historic sales data and using a seasonal algorythm calculates a forecast for future sales. Excel has this as an example ofnthe logic.

    thanks

    4 votes
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  3. 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 tasks

    1 vote
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  4. Estimates in dashboard

    It would be great to have a global view of the estimates status in the main dashboard, so it could be easier to get information of the total amount of those docs. Same way as you already have in invoices. Thanks

    8 votes
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  5. 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
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  6. 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 project

    3 votes
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    1 comment  ·  Estimates  ·  Admin →
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  7. 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
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  8. Allow discounts at individual item level and/or at invoice level

    This applies to all item level documents (Estimates, Sales Orders, Purchase Orders, etc).
    In Settings -> Preferences -> General -> Do you give discounts? you can only select one (Radio Button) of the 3 options:
    - I don't give discounts
    - At individual item level
    - At invoice level

    I would like to suggest that a document may have BOTH item level and document level discounts.

    43 votes
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    4 comments  ·  Estimates  ·  Admin →
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  9. estimate template

    I would like to be able to create templates for Estimates and Invoices. I am NOT talking about email templates which are sent based on an existing invoice or estimate.
    Use case: create a true Estimate_Template which contains a pre-populated large number of user-defined SKUs. I click "New Estimate from Template", which opens a new Estimate with the pre-populated SKUs, which I can then delete items, edit qty & prices before validating & sending.
    This will cut down on admin for me creating new estimates based on similar (but not identical) system sales and projects.

    7 votes
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  10. Add a Report "Estimates per User"

    Reports Estimates per User

    1 vote
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  11. Delivery Note

    Please give the delivery note option (sl, No DN XXXX) before raising the invoice and delivery note reference number allow into invoice template, otherwise no point of use delivery note option as existing.

    8 votes
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  12. Fix the workflow disconnect for Estimates to Sales Order and beyond.

    There is no ability to calculate shipping in the Estimate. One has to create a Sales Order, then create a package(s), write down the info, back out of Packages and lose the data, key the total into the Estimate. When customer accepts you need to go back into the SO and recreate the packages, then move the confirmed SO out and on to fulfillment. Too many steps, redundancy built in. Should have Package ability in the estimate, and an accepted Estimate should also be convertible to a Sales Order (not just directly to an Invoice). Thank you.

    3 votes
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  13. pour quoi les Devis ne s'imprime pas en format légal? pour notre entreprise ce serais important! merci de résoudre ce problème!!

    Pourquoi les estimates ne s'imprime pas en format légal 8 1/2 x 11 ça serais important pour notre entreprise , merci de régler ce problème!!

    1 vote
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  14. 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
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  15. Approve other documents in portal

    Clients can already approve estimates in the portal, but we would like them to also approve our Terms and conditions.
    Is it possible to configure a document upload tool in the portal were vendors can upload several pdf documents for clients to approve?
    This can be the terms but maybe also drawings or plans?

    21 votes
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    1 comment  ·  Estimates  ·  Admin →
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  16. add self generating barcode and or qr reader?

    HI I run a tool repair bussiness, my guys are spending too much time iding jobs and writing up emails when sending tools back to customers, I would like to stream line this process by taging each tool (use in the footer profile of either estimate or invoice) includeing data that is already in the data base - example - a code that refers to job/reference number and shipping address, then using a mobile phone or bar-code reader have the information come up in text format each time we "zap" the code, I believe this would help other companies in…

    14 votes
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  17. html

    Hello, I need to edit my invoices and budgets, since in my company we use different images thanks

    1 vote
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  18. Will it be possible to add an option in Estimates to hide the SKU?

    Hi,

    I know it is possible to hide the SKU on all PDF's, but will it be possible to add an option only to hide it in the Estimates module?

    3 votes
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  19. put optional items on estimates or allow zero quantity items on estimates for upgrades

    Need a way to add an optional upgrade to an estimate. It could be a specific designation by line item or allow us to input zero for the item quantity.

    59 votes
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    11 comments  ·  Estimates  ·  Admin →
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  20. Estimates Section

    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
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    1 comment  ·  Estimates  ·  Admin →
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