Zoho Books
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- If it’s a new idea, kindly post a detailed description of your suggestion or idea.
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207 results found
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format 8 1/2 x 14
format 8 1/2 x 14
1 vote -
Change Estimates Label to Quotation in the Client Portal
We would like to be able to change the word Estimates to quotations in the client portal. We are currently able to do this on the estimate template but not on the navigation labels in the client portal.
Our products have fixed prices and therefore the term estimates is misleading.
It would be great if we had control of this to adjust accordingly.
Thanks
Ryan6 votes -
A selection for contact name under the field for ATTN
It will be good if there is a new drop list or selection to choose the new created Estimate or Invoice is ATTN to which contact user within the same company. Currently it is very troublesome where A company has many different contact from different department, but the created PDF is always being defaulted to primary contact. And in order to set ATTN to the user we want, we have to manually go to Contact setting to assign the user as primary role, then switch to another contact name again for invoicing. Very inconvenient and time consuming.
1 vote -
Must have ability to re-orders fields on templates versus being stuck with the order (time) each field was added.
This applies to all Books fields within the various templates (Estimates, Sales Orders).
1 vote -
Add "or" instead of just "and" for Custom Veiw choices!
Give me some options when defining search criteria for setting up custome veiw for estimates and invoices
3 votes -
Quickly apply same % to all discounts at item individual level
I'd like to discount at item level, and still easily adjust every item's discount together (i.e. 20% across the board).
This would make it easy to make changes for key items only (cost of gas, reimbursements, etc.) without needing to make too many customizations in the Totals section or send a second invoice.
6 votes -
CRM/Books Integration -
We lose a ton of options because we choose to use Books. Here is a list of what we lose by using books. It doesn't seem smart to penalize your customers when they choose to add more of your services.
1 - No Docusign in Books
2 - The HTML options are limited when creating a custom estimate template.
3 - Terms & Conditions has a word count max.
4 - Not able to manually approve an estimate in CRM1 vote -
Hi! we're having a problem printing our custom invoice and estimate templates. Having too much content in those templates to print only on "
Hi! we're having a problem printing our custom invoice and estimate templates. Having too much content in those templates to print only on "usLetter" format, I'm asking you to unlock the "usLegal" printing format at least for our personnalized custom templates. We"re a franchisor and we're about get our franchises to implement with your system after testing completed and meet our standard. Thanks
4 votes -
A legal format would appreciate very much 8 1/2 x 14 for estimates and invoices.
A legal format would appreciate very much 8 1/2 x 14 for estimates and invoices.
1 vote -
Zoho Books - Sending "reminder" emails for expiring estimates
It would be great if Zoho Books can email the clients that their estimates are about to expire, rather than setting up a reminder to yourself to follow up. This would effectively be more efficient as you won't need to think about it.
Please offer this as part of the service!!
22 votes -
Filter : Quotes by sales person
Hey, it would be great to have a filter on quotes by sales person. I can't see how many quotes (and the amount of the pipeline) have been done by salesman for a specific period.
1 vote -
re-arrange the sequence of rows in app
in the app there is no option to rearrange the sequence of rows in estimates or invoices. eg. its not possible to take the last row of the estimate to the top of estimate. or insert a new row between the existing rows.
1 vote -
notes in estimates over to sales orders
I would like any Notes we write in the Customer notes box of the Estimate to be carried over to the Sales Order when converted. At present this does not happen
6 votes -
Better column filtering
It would be very helpful to have actual column filtering instead of creating new views.
For example, if you could click on "customer name' and then a dialogue box pops up and you can then click on which customer you would like to filter on. It would make it much quicker to find the estimate/ sales order/ invoice that we are looking for.
Thanks!
4 votes -
I'd like to have the possibility to hide tax in template for estimates
I'd like to have the possibility to hide tax in template for estimates.
The amount without tax is the most important in B to B.Thanks
9 votes -
auto save
Auto save feature is needed for creating estimates. I accidentally closed my page and lost a very large estimate/bid that I had been preparing. Disappointed to learn no auto-save/recovery feature.
7 votes -
for invoice module
user shud be able to search item by keying in any word from item Name, SKU, Description.
1 vote -
Track estimates sent
Would be cool to have an integration with Streak to track how often your estimate of cost has been opened when sent by email.
In order to nurture accordingly the prospect.6 votes -
1 vote
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Last updated date in estimation export
When we export an estimate, we would like a last updated date as one of the field. It not being there has major issue in integration with our CRM and other system that we are using. And having to manually enter date in custom field is casuing a lot of hours being wasted.
1 vote
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